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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
901
Clearview Wealth Advisors
Oregon
$17K – – –
FMP
902
Financial Management Professionals
Texas
$17K – – –
S
903
Surevest
California
$17K +$16.3K +257 New
CA
904
Clearstead Advisors
Ohio
$16K -$6.71K -106 -30%
SIS
905
Sound Income Strategies
Florida
$16K – – –
CCC
906
Crescent Capital Consulting
Louisiana
$14K – – –
PO
907
Private Ocean
California
$14K – – –
CWC
908
Carolinas Wealth Consulting
North Carolina
$14K +$63 +1 +0.5%
FP
909
Financial Perspectives
Minnesota
$13.9K – – –
SWA
910
Sutton Wealth Advisors
Florida
$13.9K – – –
FCFS
911
First Command Financial Services
Texas
$13K -$9.49K -150 -44%
EAM
912
Eukles Asset Management
Ohio
$13K – – –
HFS
913
HBC Financial Services
Washington
$13K – – –
RIM
914
Rockbridge Investment Management
New York
$12K – – –
GWSG
915
GPS Wealth Strategies Group
Colorado
$12K +$11.3K +178 New
BIA
916
Bell Investment Advisors
California
$8K -$3.99K -63 -34%
PB
917
Pinnacle Bancorp
Nebraska
$8K – – –
PFGIA
918
Patriot Financial Group Insurance Agency
Massachusetts
$7K -$1.14K -18 -14%
WWM
919
Wolff Wiese Magana
California
$7K -$570 -9 -8%
BA
920
Bellwether Advisors
Nebraska
$7K – – –
COCM
921
Charter Oak Capital Management
New Hampshire
$7K – – –
HFA
922
HC Financial Advisors
California
$7K – – –
OA
923
Operose Advisors
Wisconsin
$7K +$6.33K +100 New
DFCM
924
Dark Forest Capital Management
Puerto Rico
$7K +$6.58K +104 New
BLC
925
Brown, Lisle/Cummings
Rhode Island
$6.67K +$6.33K +100 New
35 36
37
38 39