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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
626
B. Riley Wealth Advisors
Florida
$598K +$44.9K +550 +8%
GC
627
Gilbert & Cook
Iowa
$598K +$10.1K +124 +2%
SWA
628
Sax Wealth Advisors
New Jersey
$598K +$65.2K +799 +12%
IWM
629
IHT Wealth Management
Illinois
$596K -$40.9K -501 -6%
PPWM
630
Paragon Private Wealth Management
Kentucky
$595K +$31.1K +381 +5%
BCG
631
Breakwater Capital Group
New Jersey
$590K – – –
NAMNJ
632
NorthStar Asset Management (New Jersey)
New Jersey
$586K -$6.36K -78 -1%
SAM
633
Smartleaf Asset Management
Massachusetts
$583K -$6.12K -75 -1%
MSWM
634
McGlone Suttner Wealth Management
Wisconsin
$582K +$37.6K +461 +7%
FNBT
635
FineMark National Bank & Trust
Florida
$580K – – –
AWM
636
Able Wealth Management
New Jersey
$579K +$14.8K +182 +2%
FAMI
637
Fideuram Asset Management (Ireland)
$578K +$570K +6,990 New
FISPB
638
Fideuram - Intesa Sanpaolo Private Banking
$568K +$577K +7,077 New
WANY
639
Wealthspire Advisors (New York)
New York
$568K -$10.1K -124 -2%
PVI
640
Pine Valley Investments
New Jersey
$567K +$3.1K +38 +0.5%
AS
641
Altshuler Shaham
Israel
$567K +$42K +515 +8%
PCIA
642
Prime Capital Investment Advisors
Kansas
$566K -$103K -1,264 -15%
SFI
643
Siemens Fonds Invest
Germany
$563K – – –
AAP
644
Arax Advisory Partners
Colorado
$561K -$579K -7,096 -50%
VT
645
Volterra Technologies
New York
$560K +$569K +6,977 New
WAP
646
Wealthcare Advisory Partners
Pennsylvania
$558K +$1.47K +18 +0.3%
AWM
647
Accurate Wealth Management
Florida
$553K +$31.2K +383 +6%
GSWM
648
Golden State Wealth Management
California
$552K – – –
CA
649
Calton & Associates
Florida
$550K -$23.2K -285 -4%
NL
650
NVWM LLC
Pennsylvania
$546K – – –
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