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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
901
Ruggaard & Associates
Ohio
$262K – – –
LAM
902
L2 Asset Management
Massachusetts
$260K +$36.2K +441 +16%
KFS
903
Kelly Financial Services
Massachusetts
$256K – – –
CIS
904
Capital International Sarl
California
$256K -$194K -2,367 -43%
FWTB
905
First Western Trust Bank
Colorado
$256K – – –
TNBTD
906
Trustmark National Bank Trust Department
Mississippi
$255K – – –
IPWA
907
International Private Wealth Advisors
California
$254K +$19.4K +237 +8%
SW
908
SlateStone Wealth
Florida
$254K – – –
RCM
909
RNC Capital Management
California
$254K – – –
FPL
910
Fortress Private Ledger
North Carolina
$253K +$20K +244 +8%
FCBT
911
First Citizens Bank & Trust
North Carolina
$253K +$8.28K +101 +3%
UF
912
Univest Financial
Pennsylvania
$252K -$1.8K -22 -0.7%
SW
913
SVB Wealth
Massachusetts
$252K -$1.23K -15 -0.5%
SI
914
Severin Investments
Missouri
$251K +$5.17K +63 +2%
OL
915
one8zero8 LLC
North Carolina
$251K – – –
EW
916
Expressive Wealth
Illinois
$251K +$259K +3,158 New
AL
917
Aspiriant LLC
California
$250K +$253K +3,085 New
MFG
918
Magnus Financial Group
New York
$250K -$5.25K -64 -2%
MA
919
MONECO Advisors
Connecticut
$248K -$14K -171 -5%
DLA
920
Douglas Lane & Associates
New York
$246K +$39K +476 +19%
WB
921
West Bancorporation
Iowa
$246K -$12K -146 -5%
BSA
922
Bull Street Advisors
Georgia
$246K – – –
FC
923
FORA Capital
Florida
$245K -$1.16M -14,104 -82%
VF
924
Virtu Financial
New York
$244K +$247K +3,015 New
LA
925
LexAurum Advisors
Kansas
$244K +$247K +3,014 New
35 36
37
38 39