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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
CM
951
Capula Management
Cayman Islands
$230K +$232K +2,836 New
SCM
952
Schnieders Capital Management
California
$229K – – –
AMPWP
953
Alvarez & Marsal Private Wealth Partners
Florida
$228K -$102K -1,245 -31%
BWP
954
Bernardo Wealth Planning
Pennsylvania
$228K -$82 -1 -0%
AUB
955
Atlantic Union Bankshares
Virginia
$228K +$984 +12 +0.4%
CWM
956
Chemistry Wealth Management
New York
$227K – – –
SB
957
Strategic Blueprint
Georgia
$226K +$229K +2,794 New
HPBT
958
Hickory Point Bank & Trust
Illinois
$226K – – –
BMC
959
Beaton Management Company
Massachusetts
$226K – – –
AIM
960
Advyzon Investment Management
Illinois
$226K +$18K +219 +9%
GRWP
961
Green Ridge Wealth Planning
New Jersey
$226K +$246 +3 +0.1%
PA
962
Procyon Advisors
Connecticut
$225K +$8.94K +109 +4%
AO
963
Advisor OS
Illinois
$224K -$14.8K -180 -6%
FLPIM
964
F.L. Putnam Investment Management
Massachusetts
$224K +$8.2K +100 +4%
C
965
Certuity
Florida
$223K -$20.3K -248 -8%
GFA
966
Gallagher Fiduciary Advisors
Illinois
$222K +$2.21K +27 +1%
CFG
967
Cooper Financial Group
California
$221K +$224K +2,734 New
FAMI
968
Fideuram Asset Management (Ireland)
$221K -$350K -4,267 -61%
JWM
969
Jeppson Wealth Management
California
$221K – – –
DWP
970
Daymark Wealth Partners
Ohio
$220K +$223K +2,723 New
SP
971
Stonebrook Private
Michigan
$219K -$24.1K -294 -10%
CWM
972
Chesapeake Wealth Management
Virginia
$218K -$14.3K -175 -6%
CWS
973
Cypress Wealth Services
California
$217K +$820 +10 +0.4%
MCM
974
Morton Capital Management
California
$216K – – –
BM
975
Berman McAleer
Maryland
$216K – – –
37 38
39
40 41