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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
976
Meridian Wealth Partners
Pennsylvania
$223K +$18.6K +233 +9%
FNBTCON
977
First National Bank & Trust Co of Newtown
Pennsylvania
$222K -$39K -488 -14%
JWM
978
Jeppson Wealth Management
California
$221K – – –
CWMK
979
Caliber Wealth Management (Kansas)
Kansas
$220K -$16.1K -201 -7%
CFG
980
Cooper Financial Group
California
$219K -$2.96K -37 -1%
AMPWP
981
Alvarez & Marsal Private Wealth Partners
Florida
$219K -$9.9K -124 -4%
PCA
982
Prosperity Capital Advisors
Ohio
$218K +$17.4K +218 +9%
DAS
983
Diversify Advisory Services
Utah
$218K +$220K +2,754 New
DWM
984
Diversify Wealth Management
Utah
$218K +$220K +2,754 New
SC
985
Saiph Capital
New Jersey
$218K +$215K +2,687 New
CWS
986
Cypress Wealth Services
California
$218K +$799 +10 +0.4%
BM
987
Berman McAleer
Maryland
$217K +$479 +6 +0.2%
MCM
988
Morton Capital Management
California
$217K – – –
CA
989
CSM Advisors
Pennsylvania
$217K -$750K -9,392 -78%
FWCM
990
Ferguson Wellman Capital Management
Oregon
$217K +$5.03K +63 +2%
SWM
991
Spire Wealth Management
Virginia
$217K +$1.2K +15 +0.6%
FWM
992
Fonville Wealth Management
Virginia
$216K +$213K +2,666 New
DE
993
Diversified Enterprises
Delaware
$216K -$69K -864 -24%
GIA
994
Gladstone Institutional Advisory
Florida
$216K +$958 +12 +0.5%
CWM
995
Chesapeake Wealth Management
Virginia
$214K -$4.07K -51 -2%
FC
996
Fusion Capital
South Carolina
$213K +$160 +2 +0.1%
MWM
997
Marion Wealth Management
Pennsylvania
$211K – – –
BFA
998
Beaumont Financial Advisors
Massachusetts
$211K +$1.92K +24 +0.9%
BMC
999
Beaton Management Company
Massachusetts
$211K -$15.7K -196 -7%
LWMNY
1000
Landmark Wealth Management (New York)
New York
$210K +$319 +4 +0.2%
38 39
40
41 42