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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
CCWM
576
Cassaday & Co Wealth Management
Virginia
$350K +$332K +5,711 New
DJSG
577
D.J. St. Germain
Massachusetts
$350K +$308K +5,306 +81%
MTWM
578
Masso Torrence Wealth Management
New Jersey
$349K -$84.1K -1,449 -20%
HI
579
Horizon Investments
North Carolina
$347K -$129K -2,215 -28%
CPWA
580
Cerro Pacific Wealth Advisors
California
$347K +$328K +5,657 New
FFN
581
Focus Financial Network
Minnesota
$346K +$3.19K +55 +1%
EW
582
Element Wealth
Mississippi
$343K – – –
OFG
583
Oxford Financial Group
Indiana
$341K +$9.06K +156 +3%
1IA
584
1620 Investment Advisors
Massachusetts
$339K +$5.46K +94 +2%
MPPW
585
Mitchell & Pahl Private Wealth
Oklahoma
$339K -$11.7K -202 -4%
UAML
586
US Asset Management LLC
Pennsylvania
$337K +$320K +5,508 New
FMAEN1
587
Fund Management at Engine No 1
California
$336K +$40.3K +695 +14%
BEI
588
Benjamin Edwards Inc
Missouri
$334K +$14.3K +246 +5%
MSFP
589
Mark Sheptoff Financial Planning
Connecticut
$334K – – –
SWIM
590
Smallwood Wealth Investment Management
New Jersey
$332K – – –
CAM
591
Centre Asset Management
New York
$331K -$6.56K -113 -2%
DSC
592
Duncker Streett & Co
Missouri
$331K -$11.6K -200 -4%
LIA
593
LSP Investment Advisors
New York
$328K – – –
SYBT
594
Stock Yards Bank & Trust
Kentucky
$325K – – –
TCWM
595
Total Clarity Wealth Management
Illinois
$320K +$303K +5,224 New
IC
596
IEQ Capital
California
$319K -$337K -5,812 -53%
CC
597
Courier Capital
New York
$318K – – –
PWM
598
Palumbo Wealth Management
New York
$317K +$1.63K +28 +0.5%
SWM
599
Spire Wealth Management
Virginia
$314K -$2.21K -38 -0.7%
FFP
600
FourThought Financial Partners
Florida
$311K +$295K +5,079 New
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