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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
926
Spire Wealth Management
Virginia
$243K -$43.2K -530 -15%
SAI
927
Savvy Advisors Inc
New York
$243K +$247K +3,030 New
FCBT
928
First Citizens Bank & Trust
North Carolina
$243K -$38.2K -468 -13%
HIP
929
HUB Investment Partners
Texas
$242K -$13.1K -160 -5%
C
930
Certuity
Florida
$241K -$4.08K -50 -2%
SCM
931
SOL Capital Management
Maryland
$241K – – –
TCM
932
Thoma Capital Management
Maryland
$241K – – –
CCA
933
Childress Capital Advisors
Texas
$241K +$3.67K +45 +2%
SP
934
Stonebrook Private
Michigan
$240K -$753K -9,227 -76%
1WA
935
180 Wealth Advisors
Washington
$240K +$244K +2,985 New
CAM
936
Cidel Asset Management
Ontario, Canada
$239K +$25.9K +317 +12%
AO
937
Advisor OS
Illinois
$237K +$12.2K +149 +5%
RWP
938
RWA Wealth Partners
Massachusetts
$236K -$68K -833 -22%
WAAG
939
Wealth Alliance Advisory Group
Kansas
$235K +$408 +5 +0.2%
IPWA
940
International Private Wealth Advisors
California
$233K +$2.69K +33 +1%
BIM
941
Baldwin Investment Management
Pennsylvania
$233K – – –
CWM
942
Calamos Wealth Management
Illinois
$233K -$15.8K -194 -6%
PFM
943
Patton Fund Management
Texas
$232K -$20.7K -254 -8%
CIC
944
Carnegie Investment Counsel
Ohio
$232K – – –
FPL
945
Fortress Private Ledger
North Carolina
$232K +$235K +2,886 New
PWC
946
Pathfinder Wealth Consulting
North Carolina
$232K +$235K +2,885 New
SPWG
947
Sage Private Wealth Group
Illinois
$231K +$3.51K +43 +2%
BFG
948
Birch Financial Group
New Hampshire
$231K +$4.65K +57 +2%
DWT
949
Dorsey & Whitney Trust
South Dakota
$231K +$14.7K +180 +7%
LFWA
950
LiftPoint Family Wealth Advisors
New Jersey
$230K +$234K +2,866 New
36 37
38
39 40