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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
FTDI
451
First Trust Direct Indexing
Massachusetts
$615K +$33.3K +550 +6%
OAM
452
Ostrum Asset Management
France
$609K +$591K +9,751 New
TI
453
Tidal Investments
Wisconsin
$607K +$43.1K +711 +8%
JIC
454
Johnson Investment Counsel
Ohio
$602K -$32.2K -531 -5%
RMAM
455
Raab & Moskowitz Asset Management
New Jersey
$600K -$22K -363 -4%
FNBT
456
FineMark National Bank & Trust
Florida
$599K +$2.6K +43 +0.5%
IWM
457
IHT Wealth Management
Illinois
$599K +$92.3K +1,524 +19%
TPCW
458
TD Private Client Wealth
New York
$597K -$18.5K -306 -3%
EP
459
Edgestream Partners
New Jersey
$582K +$565K +9,320 New
BFS
460
Bradley Foster & Sargent
Connecticut
$581K -$12.1K -200 -2%
FPAS
461
Focus Partners Advisor Solutions
Missouri
$579K +$7.27K +120 +1%
RFC
462
Regions Financial Corp
Alabama
$579K -$60.3K -995 -10%
SRC
463
Shufro Rose & Co
New York
$577K +$60.6K +1,000 +12%
BAM
464
Belpointe Asset Management
Nevada
$575K +$95.8K +1,582 +21%
CT
465
Caldwell Trust
Florida
$573K -$96K -1,585 -15%
SFG
466
Sovereign Financial Group
Connecticut
$573K +$19K +313 +4%
PCS
467
Personal CFO Solutions
New Jersey
$572K +$12.8K +212 +2%
JF
468
Jump Financial
Illinois
$571K +$554K +9,151 New
CF
469
Copperwynd Financial
Arizona
$564K +$3.33K +55 +0.6%
TW
470
TrinityPoint Wealth
Connecticut
$562K – – –
TMAM
471
Tokio Marine Asset Management
Japan
$555K +$57.6K +951 +12%
TCOV
472
Trust Company of Vermont
Vermont
$552K +$13.6K +225 +3%
UB
473
UMB Bank
Missouri
$538K -$49.4K -816 -9%
GI
474
Gradient Investments
Minnesota
$536K +$27.6K +455 +6%
CG
475
Caprock Group
Idaho
$535K +$519K +8,572 New
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