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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
C
926
Certuity
Florida
$248K +$24.3K +304 +11%
IA
927
IFG Advisory
Georgia
$248K +$184K +2,309 +308%
SW
928
SVB Wealth
Massachusetts
$248K -$3.91K -49 -2%
SA
929
Stewardship Advisors
Pennsylvania
$247K +$5.83K +73 +2%
AO
930
Advisor OS
Illinois
$247K +$22K +276 +10%
TNBTD
931
Trustmark National Bank Trust Department
Mississippi
$247K -$8.95K -112 -4%
7WCP
932
71 West Capital Partners
Massachusetts
$247K +$243K +3,039 New
LA
933
LexAurum Advisors
Kansas
$246K +$1.76K +22 +0.7%
JFGIW
934
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$246K +$233K +2,912 +2,407%
BSA
935
Bull Street Advisors
Georgia
$246K – – –
IWP
936
Innova Wealth Partners
Pennsylvania
$243K -$20.4K -256 -8%
TCM
937
Thoma Capital Management
Maryland
$243K – – –
MM
938
MQS Management
New York
$243K -$456K -5,707 -66%
GRWP
939
Green Ridge Wealth Planning
New Jersey
$242K +$15.8K +198 +7%
RWP
940
RWA Wealth Partners
Massachusetts
$240K +$559 +7 +0.2%
TCM
941
Teza Capital Management
Illinois
$240K +$236K +2,952 New
PAM
942
Pegasus Asset Management
New York
$239K – – –
AIM
943
Advyzon Investment Management
Illinois
$239K +$11.8K +148 +5%
KCP
944
Kera Capital Partners
California
$238K +$234K +2,934 New
FCBT
945
First Citizens Bank & Trust
North Carolina
$238K -$15.6K -195 -6%
JF
946
JMN Financial
Ohio
$237K +$234K +2,926 New
WAAG
947
Wealth Alliance Advisory Group
Kansas
$237K -$399 -5 -0.2%
BIM
948
Baldwin Investment Management
Pennsylvania
$235K – – –
BFG
949
Birch Financial Group
New Hampshire
$235K -$80 -1 -0%
CFO
950
Cambient Family Office
Michigan
$235K +$231K +2,891 New
36 37
38
39 40