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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
851
Philadelphia Trust Company
Pennsylvania
$284K – – –
CFGSD
852
Compass Financial Group (South Dakota)
South Dakota
$284K +$974 +11 +0.3%
MWA
853
Meridian Wealth Advisors
Texas
$283K -$708 -8 -0.2%
GIA
854
Guyasuta Investment Advisors
Pennsylvania
$282K – – –
CLA
855
Carnegie Lake Advisors
New Jersey
$282K – – –
KWM
856
Kolinsky Wealth Management
New Jersey
$278K +$354 +4 +0.1%
CC
857
Callan Capital
California
$278K +$3.45K +39 +1%
CAM
858
Carret Asset Management
New York
$276K -$21K -237 -7%
BAM
859
Belpointe Asset Management
Nevada
$276K +$15.6K +176 +5%
AWMG
860
Alliance Wealth Management Group
New Jersey
$275K – – –
PTC
861
Private Trust Company
Ohio
$274K -$60.9K -688 -17%
RA
862
Ruggaard & Associates
Ohio
$273K – – –
SAM
863
Smartleaf Asset Management
Massachusetts
$273K +$83.6K +944 +41%
CSA
864
Cornerstone Select Advisors
Missouri
$272K +$285K +3,215 New
IC
865
Iconiq Capital
California
$271K +$284K +3,211 New
MFG
866
Magnus Financial Group
New York
$271K +$1.24K +14 +0.4%
PFPT
867
Pinnacle Financial Partners (Tennessee)
Tennessee
$270K +$16.7K +189 +6%
UF
868
Univest Financial
Pennsylvania
$268K – – –
FWTB
869
First Western Trust Bank
Colorado
$267K – – –
KFS
870
Kelly Financial Services
Massachusetts
$267K – – –
RA
871
RFG Advisory
Alabama
$267K +$2.57K +29 +0.9%
TFS
872
Thoroughbred Financial Services
Tennessee
$267K +$29.8K +337 +12%
MGWA
873
Monument Group Wealth Advisors
Massachusetts
$266K – – –
WA
874
Waverly Advisors
Alabama
$266K +$278K +3,146 New
EWS
875
Eagle Wealth Strategies
New Jersey
$265K +$1.59K +18 +0.6%
33 34
35
36 37