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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
901
Ausdal Financial Partners
Iowa
$263K +$1.64K +20 +0.6%
RA
902
Ruggaard & Associates
Ohio
$262K – – –
LAM
903
L2 Asset Management
Massachusetts
$260K +$36.2K +441 +16%
KFS
904
Kelly Financial Services
Massachusetts
$256K – – –
CIS
905
Capital International Sarl
California
$256K -$194K -2,367 -43%
FWTB
906
First Western Trust Bank
Colorado
$256K – – –
TNBTD
907
Trustmark National Bank Trust Department
Mississippi
$255K – – –
IPWA
908
International Private Wealth Advisors
California
$254K +$19.4K +237 +8%
SW
909
SlateStone Wealth
Florida
$254K – – –
RCM
910
RNC Capital Management
California
$254K – – –
FPL
911
Fortress Private Ledger
North Carolina
$253K +$20K +244 +8%
FCBT
912
First Citizens Bank & Trust
North Carolina
$253K +$8.28K +101 +3%
UF
913
Univest Financial
Pennsylvania
$252K -$1.8K -22 -0.7%
SW
914
SVB Wealth
Massachusetts
$252K -$1.23K -15 -0.5%
SI
915
Severin Investments
Missouri
$251K +$5.17K +63 +2%
OL
916
one8zero8 LLC
North Carolina
$251K – – –
EW
917
Expressive Wealth
Illinois
$251K +$259K +3,158 New
AL
918
Aspiriant LLC
California
$250K +$253K +3,085 New
MFG
919
Magnus Financial Group
New York
$250K -$5.25K -64 -2%
MA
920
MONECO Advisors
Connecticut
$248K -$14K -171 -5%
DLA
921
Douglas Lane & Associates
New York
$246K +$39K +476 +19%
WB
922
West Bancorporation
Iowa
$246K -$12K -146 -5%
BSA
923
Bull Street Advisors
Georgia
$246K – – –
FC
924
FORA Capital
Florida
$245K -$1.16M -14,104 -82%
VF
925
Virtu Financial
New York
$244K +$247K +3,015 New
35 36
37
38 39