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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
RC
751
Roundview Capital
New Jersey
$391K +$57.3K +647 +16%
PP
752
PDS Planning
Ohio
$388K +$1.06K +12 +0.3%
AAS
753
Ameritas Advisory Services
Nebraska
$388K +$158K +1,781 +63%
CWM
754
Congress Wealth Management
Massachusetts
$387K +$406K +4,584 New
TWP
755
Triad Wealth Partners
Kansas
$387K +$405K +4,580 New
ST
756
Smithfield Trust
Pennsylvania
$386K – – –
DSC
757
Duncker Streett & Co
Missouri
$385K +$13.5K +153 +3%
SCA
758
Snowden Capital Advisors
New York
$385K -$77.6K -877 -16%
KBG
759
Kahn Brothers Group
New York
$382K +$2.12K +24 +0.5%
VT
760
Vise Technologies
New York
$379K +$397K +4,487 New
FNBTCON
761
First National Bank & Trust Co of Newtown
Pennsylvania
$378K – – –
FFP
762
FourThought Financial Partners
Florida
$377K +$395K +4,461 New
FHA
763
Flagship Harbor Advisors
Massachusetts
$375K +$392K +4,434 New
EAM
764
Empirical Asset Management
Massachusetts
$374K +$1.86K +21 +0.5%
PPWM
765
Paragon Private Wealth Management
Kentucky
$374K +$70.9K +801 +22%
AW
766
Alteri Wealth
California
$373K +$390K +4,410 New
WT
767
Whittier Trust
California
$372K -$26.4K -298 -6%
CPA
768
Capital Planning Advisors
California
$371K +$1.06K +12 +0.3%
CG
769
Caprock Group
Idaho
$368K +$30.5K +345 +9%
AWM
770
Atticus Wealth Management
Florida
$368K -$6.55K -74 -2%
AG
771
AlTi Global
New York
$367K +$92.4K +1,044 +32%
LSAG
772
Lake Street Advisors Group
New Hampshire
$365K +$89 +1 +0%
IAIM
773
International Assets Investment Management
Florida
$362K -$35.5M -400,681 -99%
NRS
774
Neville Rodie & Shaw
New York
$362K – – –
BCM
775
Becker Capital Management
Oregon
$362K – – –
29 30
31
32 33