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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
WJWM
501
Williams Jones Wealth Management
New York
$502K +$2.09K +33 +0.4%
VCA
502
Verdence Capital Advisors
Maryland
$501K +$14.4K +228 +3%
AWM
503
Apollon Wealth Management
South Carolina
$493K +$64K +1,011 +16%
SWM
504
SFG Wealth Management
Maryland
$491K +$465K +7,354 New
HWIS
505
Hancock Whitney Investment Services
Louisiana
$486K +$462K +7,303 New
SS
506
Simplicity Solutions
Minnesota
$482K +$236K +3,737 +107%
RMAM
507
Raab & Moskowitz Asset Management
New Jersey
$478K +$10.6K +167 +2%
DA
508
Denali Advisors
California
$474K -$285K -4,500 -39%
DAC
509
Dividend Assets Capital
South Carolina
$472K – – –
DGAM
510
Desjardins Global Asset Management
Quebec, Canada
$470K +$446K +7,051 New
PWMAG
511
Pinnacle Wealth Management Advisory Group
New Jersey
$469K +$37.7K +595 +9%
EGM
512
Engineers Gate Manager
New York
$465K +$441K +6,974 New
SPC
513
Sigma Planning Corp
Michigan
$461K +$2.15K +34 +0.5%
FFS
514
Founders Financial Securities
Maryland
$460K -$18.7K -296 -4%
EFS
515
Essex Financial Services
Connecticut
$456K +$162K +2,555 +60%
MWPCG
516
Measured Wealth Private Client Group
New Hampshire
$453K – – –
SFG
517
Sovereign Financial Group
Connecticut
$452K +$33K +521 +8%
CAAS
518
Capital Asset Advisory Services
Michigan
$451K +$10.5K +166 +3%
PWM
519
Palumbo Wealth Management
New York
$450K -$93K -1,470 -18%
HWM
520
Howard Wealth Management
Connecticut
$449K – – –
OPS
521
Orion Portfolio Solutions
Nebraska
$449K +$11.8K +187 +3%
WSFS
522
Wilmington Savings Fund Society
Delaware
$447K +$104K +1,650 +33%
4WM
523
44 Wealth Management
Oregon
$445K -$5.19K -82 -1%
KC
524
Kepos Capital
New York
$444K +$421K +6,654 New
AIP
525
Ameritas Investment Partners
Nebraska
$442K -$22.8K -361 -5%
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