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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
SWIM
601
Smallwood Wealth Investment Management
New Jersey
$305K +$708 +11 +0.2%
OFG
602
Oxford Financial Group
Indiana
$304K -$3.61K -56 -1%
LIA
603
LSP Investment Advisors
New York
$301K – – –
WI
604
Wintrust Investments
Illinois
$301K +$51.3K +796 +17%
KC
605
Kepos Capital
New York
$299K -$115K -1,782 -25%
SYBT
606
Stock Yards Bank & Trust
Kentucky
$298K – – –
BEI
607
Benjamin Edwards Inc
Missouri
$293K +$14K +217 +4%
CC
608
Courier Capital
New York
$292K – – –
SFI
609
Siemens Fonds Invest
Germany
$290K – – –
SWM
610
Spire Wealth Management
Virginia
$290K +$43.9K +681 +15%
IAA
611
Independent Advisor Alliance
North Carolina
$290K +$64.5K +1,002 +24%
PWM
612
Palumbo Wealth Management
New York
$289K -$108K -1,672 -25%
CGL
613
Clarius Group LLC
Washington
$289K +$9.4K +146 +3%
CAAS
614
Capital Asset Advisory Services
Michigan
$287K -$142K -2,206 -30%
OSAM
615
O'Shaughnessy Asset Management
Connecticut
$286K +$52.6K +817 +19%
FF
616
FourThought Financial
Florida
$285K +$1.29K +20 +0.4%
CCMD
617
Cypress Capital Management (Delaware)
Delaware
$284K -$12.9K -200 -4%
WIM
618
WealthPlan Investment Management
Nebraska
$281K +$302K +4,687 New
WC
619
Wexford Capital
Florida
$281K +$322K +5,000 New
NAG
620
Northstar Advisory Group
New Jersey
$279K – – –
MW
621
Marcum Wealth
Ohio
$278K +$13.3K +207 +4%
ET
622
Equitable Trust
Tennessee
$277K – – –
AAS
623
Ameritas Advisory Services
Nebraska
$277K +$25K +388 +9%
FAM
624
Fenimore Asset Management
New York
$276K – – –
FNBTCON
625
First National Bank & Trust Co of Newtown
Pennsylvania
$275K -$9.66K -150 -3%
23 24
25
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