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Public Service Enterprise Group

Name Holding Trade Value Shares
Change
Change in
Stake
KF
701
Krilogy Financial
Missouri
$478K +$471K +5,893 New
AWA
702
Aaron Wealth Advisors
Illinois
$477K +$239K +2,995 +104%
TWP
703
Triad Wealth Partners
Kansas
$477K +$44.9K +562 +10%
QIM
704
Quantitative Investment Management
Virginia
$475K +$468K +5,857 New
MGIA
705
Moneta Group Investment Advisors
Missouri
$469K -$479 -6 -0.1%
SRC
706
Shufro Rose & Co
New York
$469K – – –
CFAM
707
Center For Asset Management
Florida
$468K -$23.1K -289 -5%
HWMO
708
Heritage Wealth Management (Ohio)
Ohio
$465K +$457K +5,727 New
IP
709
Indivisible Partners
Florida
$462K +$455K +5,694 New
PWM
710
Palumbo Wealth Management
New York
$462K -$5.51K -69 -1%
CC
711
Courier Capital
New York
$461K +$3.44K +43 +0.8%
PWPS
712
Pinnacle Wealth Planning Services
Ohio
$460K +$958 +12 +0.2%
IA
713
Insight Advisors
Pennsylvania
$457K -$365K -4,567 -45%
SWM
714
SeaCrest Wealth Management
New York
$456K -$3.27K -41 -0.7%
NDSI
715
Newman Dignan & Sheerar Inc
Rhode Island
$455K -$639 -8 -0.1%
APW
716
Aurora Private Wealth
New Jersey
$450K +$2.4K +30 +0.5%
RTC
717
Riverview Trust Company
Washington
$448K – – –
EAM
718
Erste Asset Management
Austria
$446K +$3.67K +46 +0.9%
WIM
719
WealthPlan Investment Management
Nebraska
$444K +$39K +488 +10%
EAM
720
Eventide Asset Management
Massachusetts
$444K +$49.9K +625 +13%
SWIM
721
Smallwood Wealth Investment Management
New Jersey
$443K – – –
MWM
722
Massachusetts Wealth Management
Massachusetts
$442K – – –
GLF
723
Groupe la Francaise
France
$442K +$33.3K +417 +8%
PAM
724
PCG Asset Management
New Jersey
$441K – – –
Vontobel Holding
725
Vontobel Holding
Switzerland
$439K +$21.8K +273 +5%