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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
801
MGO One Seven
Ohio
$211K -$110K -1,794 -36%
KFS
802
Kelly Financial Services
Massachusetts
$211K – – –
FWTB
803
First Western Trust Bank
Colorado
$211K +$194K +3,162 New
MGWA
804
Monument Group Wealth Advisors
Massachusetts
$210K +$193K +3,150 New
GIA
805
Guyasuta Investment Advisors
Pennsylvania
$210K – – –
MFG
806
Magnus Financial Group
New York
$210K +$192K +3,143 New
EWS
807
Eagle Wealth Strategies
New Jersey
$210K -$142K -2,320 -42%
MA
808
Mezzasalma Advisors
New Jersey
$210K -$42.5K -694 -18%
SW
809
SlateStone Wealth
Florida
$209K +$192K +3,135 New
IA
810
IFP Advisors
Florida
$208K +$75.6K +1,234 +65%
OWP
811
Obermeyer Wealth Partners
Colorado
$205K +$188K +3,075 New
PA
812
PSI Advisors
Florida
$204K +$83.1K +1,357 +80%
PD
813
Planning Directions
Pennsylvania
$204K +$187K +3,052 New
EFA
814
Edge Financial Advisors
Illinois
$203K +$186K +3,045 New
CAM
815
Cidel Asset Management
Ontario, Canada
$203K +$186K +3,041 New
BSA
816
Bull Street Advisors
Georgia
$203K +$186K +3,036 New
WB
817
West Bancorporation
Iowa
$203K +$186K +3,039 New
DWT
818
Dorsey & Whitney Trust
South Dakota
$203K -$39K -636 -17%
MA
819
MONECO Advisors
Connecticut
$200K +$184K +3,002 New
GBT
820
Grove Bank & Trust
Florida
$200K +$183K +2,996 New
SCM
821
SOL Capital Management
Maryland
$200K +$184K +3,000 New
NSIM
822
North Star Investment Management
Illinois
$196K – – –
SIM
823
Sentry Investment Management
Wisconsin
$189K +$173K +2,830 New
RFS
824
Richardson Financial Services
Massachusetts
$174K +$15.6K +255 +11%
MHR
825
Matthew Hamilton Rosenberg
$171K +$7.29K +119 +5%
31 32
33
34 35