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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
576
Howard Wealth Management
Connecticut
$412K – – –
MWM
577
Mosley Wealth Management
California
$412K +$414K +6,734 New
DJSG
578
D.J. St. Germain
Massachusetts
$411K – – –
CFAM
579
Center For Asset Management
Florida
$411K -$19.2K -312 -4%
MWM
580
Modera Wealth Management
New Jersey
$410K +$3.93K +64 +1%
LEA
581
Legacy Edge Advisors
New York
$410K +$412K +6,705 New
NAM
582
NorthCrest Asset Manangement
Minnesota
$410K -$4.49K -73 -1%
VCM
583
Virtue Capital Management
Tennessee
$410K -$20.6K -336 -5%
FAT
584
First American Trust
California
$403K +$4.92K +80 +1%
SW
585
SteelPeak Wealth
California
$401K -$135K -2,200 -25%
CWA
586
Centennial Wealth Advisory
Michigan
$398K +$58K +944 +17%
NS
587
NBC Securities
Alabama
$397K +$21.7K +353 +6%
MCM
588
MAI Capital Management
Ohio
$397K -$29.5K -480 -7%
BWM
589
Baystate Wealth Management
Massachusetts
$396K +$492 +8 +0.1%
AC
590
Apella Capital
Connecticut
$396K +$1.91K +31 +0.5%
DAC
591
Dividend Assets Capital
South Carolina
$393K – – –
MRCM
592
M&R Capital Management
New Jersey
$389K +$18.4K +300 +5%
ACM
593
Argyle Capital Management
Pennsylvania
$388K – – –
PWPS
594
Pinnacle Wealth Planning Services
Ohio
$387K -$5.71K -93 -1%
CBNLCF
595
Cognios Beta Neutral Large Cap Fund
Kansas
$386K +$388K +6,317 New
LA
596
LVW Advisors
New York
$386K +$388K +6,310 New
LIM
597
Leavell Investment Management
Alabama
$385K – – –
IF
598
Intrua Financial
Texas
$381K -$17.6K -287 -4%
GWS
599
Glassman Wealth Services
Virginia
$378K +$123 +2 +0%
WJWM
600
Williams Jones Wealth Management
New York
$375K -$16.6K -270 -4%
22 23
24
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