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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
901
Carret Asset Management
New York
$266K – – –
KCM
902
Kathmere Capital Management
Pennsylvania
$264K +$260K +3,254 New
AWMG
903
Alliance Wealth Management Group
New Jersey
$264K – – –
RA
904
Ruggaard & Associates
Ohio
$262K – – –
AFP
905
Ausdal Financial Partners
Iowa
$262K -$1.04K -13 -0.4%
WLPWM
906
Walled Lake Planning & Wealth Management
Illinois
$262K -$8.07K -101 -3%
LSIA
907
LaSalle St. Investment Advisors
Illinois
$260K -$4.63K -58 -2%
BONST
908
Bank of Nova Scotia Trust
Ontario, Canada
$260K -$9.27K -116 -3%
SACTSONJ
909
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$259K -$14.7K -184 -5%
KFA
910
Kelleher Financial Advisors
New York
$259K +$128K +1,598 +100%
PFA
911
Pure Financial Advisors
California
$257K +$253K +3,171 New
KFS
912
Kelly Financial Services
Massachusetts
$257K – – –
SB
913
Strategic Blueprint
Georgia
$257K +$29.5K +369 +13%
BBA
914
BLB&B Advisors
Pennsylvania
$256K +$11.7K +147 +5%
RCM
915
RNC Capital Management
California
$255K – – –
MFG
916
Magnus Financial Group
New York
$254K +$3.75K +47 +2%
SW
917
SlateStone Wealth
Florida
$254K – – –
IIC
918
Ironwood Investment Counsel
Arizona
$253K -$98.9K -1,238 -28%
LAM
919
L2 Asset Management
Massachusetts
$252K -$8.39K -105 -3%
HDIM
920
Hanson & Doremus Investment Management
Vermont
$252K +$248K +3,108 New
OL
921
one8zero8 LLC
North Carolina
$252K – – –
UF
922
Univest Financial
Pennsylvania
$252K -$1.36K -17 -0.5%
FWTB
923
First Western Trust Bank
Colorado
$251K -$5.51K -69 -2%
PA
924
PSI Advisors
Florida
$250K +$246K +3,086 New
OBWA
925
Oak Barrel Wealth Advisory
Virginia
$250K +$246K +3,084 New
35 36
37
38 39