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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
826
Destiny Wealth Partners
Florida
$25K +$22K +341 +304%
SWA
827
SOA Wealth Advisors
New York
$24K – – –
BAM
828
Bellevue Asset Management
Washington
$24K +$129 +2 +0.5%
FWM
829
Focused Wealth Management
New York
$23K +$129 +2 +0.5%
WT
830
Washington Trust
Rhode Island
$22K -$12.2K -190 -32%
JFGIW
831
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22K -$3.86K -60 -13%
BSWA
832
Bromfield Sneider Wealth Advisors
Massachusetts
$22K – – –
APC
833
Aspire Private Capital
North Carolina
$20K -$1.74K -27 -7%
MPWT
834
MassMutual Private Wealth & Trust
Connecticut
$20K +$5.28K +82 +31%
CAC
835
Core Alternative Capital
Georgia
$19K +$64 +1 +0.3%
BWM
836
Baystate Wealth Management
Massachusetts
$19K +$193 +3 +0.9%
PP
837
PFS Partners
New Jersey
$18.6K – – –
CA
838
Clearstead Advisors
Ohio
$18K -$5.09K -79 -20%
FMP
839
Financial Management Professionals
Texas
$18K – – –
PCFFS
840
Pacific Center for Financial Services
California
$18K – – –
SC
841
SouthState Corp
Florida
$18K – – –
KFAA
842
Klaas Financial Asset Advisors
Illinois
$17K – – –
HGERS
843
Householder Group Estate & Retirement Specialist
Arizona
$17K +$19.8K +308 New
EW
844
Evoke Wealth
California
$16K -$17.1K -266 -48%
HI
845
Harbour Investments
Wisconsin
$16K – – –
CA
846
Crewe Advisors
Utah
$16K +$6.63K +103 +58%
KLWA
847
Kelly Lawrence W & Associates
California
$15K -$43.6K -677 -72%
IFAM
848
Institutional & Family Asset Management
Colorado
$14K – – –
S
849
Surevest
California
$14K – – –
SIS
850
Sound Income Strategies
Florida
$14K +$1.22K +19 +8%
32 33
34
35 36