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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
EWS
601
Evergreen Wealth Solutions
Pennsylvania
$612K -$178K -2,235 -25%
QL
602
Quarry LP
New York
$609K +$544K +6,821 New
AWA
603
Arete Wealth Advisors
Illinois
$608K -$21.9K -275 -4%
MMM
604
Mendel Money Management
Illinois
$607K – – –
CFAM
605
Center For Asset Management
Florida
$606K +$6.46K +81 +1%
CCWM
606
Cassaday & Co Wealth Management
Virginia
$605K -$19.9K -249 -4%
VSQM
607
V-Square Quantitative Management
Illinois
$602K +$34.9K +437 +7%
GC
608
Gilbert & Cook
Iowa
$596K -$718 -9 -0.1%
MOS
609
MGO One Seven
Ohio
$594K +$281K +3,526 +113%
CT
610
Caldwell Trust
Florida
$594K -$121K -1,513 -19%
WAP
611
Wealthcare Advisory Partners
Pennsylvania
$594K +$81.7K +1,024 +18%
KFP
612
Keystone Financial Planning
Ohio
$591K -$12.8K -160 -2%
NG
613
Northstar Group
New York
$584K – – –
FRA
614
Frank Rimerman Advisors
California
$582K +$2.39K +30 +0.5%
CA
615
Calton & Associates
Florida
$580K +$4.87K +61 +0.9%
NC
616
nVerses Capital
Florida
$580K +$519K +6,500 New
SAG
617
SageView Advisory Group
California
$574K -$64.6K -809 -11%
DADC
618
D.A. Davidson & Co
Montana
$574K +$160 +2 +0%
DAC
619
Dividend Assets Capital
South Carolina
$573K – – –
SOS
620
Silver Oak Securities
Tennessee
$569K +$514K +6,446 New
CWA
621
Centennial Wealth Advisory
Michigan
$568K -$13.8K -173 -3%
WLPWM
622
Walled Lake Planning & Wealth Management
Illinois
$568K +$508K +6,366 New
KIG
623
Kowal Investment Group
Wisconsin
$567K +$30.2K +378 +6%
PWPS
624
Pinnacle Wealth Planning Services
Ohio
$566K -$8.06K -101 -2%
DJSG
625
D.J. St. Germain
Massachusetts
$564K – – –
23 24
25
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