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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
576
Essex Financial Services
Connecticut
$333K -$57.4K -891 -13%
LWM
577
Liberty Wealth Management
California
$333K – – –
MFG
578
Merit Financial Group
Georgia
$332K -$177K -2,741 -32%
SP
579
Symmetry Partners
Connecticut
$332K – – –
GC
580
Gilbert & Cook
Iowa
$332K +$6.18K +96 +2%
LNC
581
Lincoln National Corp
Pennsylvania
$332K +$16.4K +254 +4%
WANY
582
Wealthspire Advisors (New York)
New York
$331K -$360K -5,595 -49%
OPS
583
Orion Portfolio Solutions
Nebraska
$328K +$25.7K +399 +7%
PGWM
584
Parisi Gray Wealth Management
New Jersey
$326K -$473K -7,353 -56%
RCM
585
Raleigh Capital Management
North Carolina
$326K +$19.8K +307 +6%
MPPW
586
Mitchell & Pahl Private Wealth
Oklahoma
$322K -$20.7K -321 -5%
AWA
587
Arete Wealth Advisors
Illinois
$316K +$32.5K +504 +10%
DSC
588
Duncker Streett & Co
Missouri
$315K – – –
EW
589
Element Wealth
Mississippi
$315K +$129 +2 +0%
FFN
590
Focus Financial Network
Minnesota
$314K +$15.3K +238 +4%
CT
591
Columbia Trust
Oregon
$313K -$5.02K -78 -1%
FM
592
Foster & Motley
Ohio
$312K -$3.22K -50 -0.9%
5L
593
55I LLC
Massachusetts
$311K +$357K +5,538 New
CAM
594
Centre Asset Management
New York
$310K +$2.25K +35 +0.6%
FHB
595
First Hawaiian Bank
Hawaii
$309K -$10.1K -157 -3%
MSFP
596
Mark Sheptoff Financial Planning
Connecticut
$306K – – –
1IA
597
1620 Investment Advisors
Massachusetts
$306K +$7.28K +113 +2%
SWIM
598
Smallwood Wealth Investment Management
New Jersey
$305K +$708 +11 +0.2%
OFG
599
Oxford Financial Group
Indiana
$304K -$3.61K -56 -1%
LIA
600
LSP Investment Advisors
New York
$301K – – –
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