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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
751
Centerpoint Advisors
Massachusetts
$408K – – –
SF
752
Symphony Financial
Texas
$407K +$63.7K +797 +19%
GJWM
753
Gilliland Jeter Wealth Management
Arkansas
$406K – – –
NAG
754
Northstar Advisory Group
New Jersey
$405K +$80 +1 +0%
KFP
755
Keystone Financial Planning
Ohio
$404K -$22.3K -279 -5%
ADL
756
Asset Dedication LLC
California
$401K – – –
SWA
757
Strategies Wealth Advisors
Michigan
$401K +$16.5K +206 +4%
ST
758
Smithfield Trust
Pennsylvania
$400K – – –
AL
759
Aspiriant LLC
California
$400K +$147K +1,840 +60%
ATPW
760
Ashton Thomas Private Wealth
Arizona
$397K +$47.8K +599 +14%
SAM
761
Silvercrest Asset Management
New York
$394K – – –
GP
762
Guardian Partners
Canada
$394K – – –
PPW
763
Parcion Private Wealth
Washington
$393K +$387K +4,846 New
AWC
764
Abundance Wealth Counselors
Pennsylvania
$391K +$385K +4,823 New
IF
765
Intrua Financial
Texas
$391K +$26K +325 +7%
IP
766
Ignite Planners
California
$390K +$17.7K +222 +5%
FFP
767
FourThought Financial Partners
Florida
$389K +$8.15K +102 +2%
DBRC
768
D.B. Root & Company
Pennsylvania
$389K -$22.8K -285 -6%
BLFG
769
Brian Low Financial Group
Louisiana
$388K – – –
SWP
770
Strategic Wealth Partners
Ohio
$388K – – –
SW
771
Simplicity Wealth
New Jersey
$386K +$57.8K +724 +18%
CI
772
Cigna Investments
Connecticut
$386K – – –
WS
773
Wedbush Securities
California
$385K -$194K -2,430 -34%
BB
774
Berkshire Bank
Massachusetts
$384K – – –
EB
775
Eastern Bank
Massachusetts
$382K – – –
29 30
31
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