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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
NWMG
1001
National Wealth Management Group
Ohio
$203K – – –
TCFP
1002
Treasure Coast Financial Planning
Florida
$202K – – –
NF
1003
Nikulski Financial
Iowa
$202K +$204K +2,491 New
CFP
1004
Catalyst Financial Partners
Massachusetts
$202K +$204K +2,490 New
PCA
1005
Prosperity Capital Advisors
Ohio
$200K +$203K +2,474 New
TPCW
1006
TD Private Client Wealth
New York
$200K +$19.8K +241 +11%
RF
1007
Rossby Financial
Florida
$198K +$1.23K +15 +0.6%
BWA
1008
Basecamp Wealth Advisors
Washington
$196K – – –
WB
1009
Webster Bank
Connecticut
$194K – – –
NSIM
1010
North Star Investment Management
Illinois
$194K -$1.48K -18 -0.7%
MCM
1011
Manchester Capital Management
Vermont
$190K +$4.1K +50 +2%
ETS
1012
ESL Trust Services
New York
$189K – – –
EWA
1013
EverSource Wealth Advisors
Alabama
$188K -$36.7K -448 -16%
AP
1014
Aspect Partners
Virginia
$186K – – –
BT
1015
Banque Transatlantique
France
$182K +$184K +2,250 New
AAP
1016
Arax Advisory Partners
Colorado
$181K -$390K -4,753 -68%
LFG
1017
Larson Financial Group
Missouri
$179K +$22.3K +272 +14%
GTAM
1018
Global Trust Asset Management
Florida
$176K – – –
CA
1019
Clearstead Advisors
Ohio
$169K -$115K -1,398 -40%
WA
1020
Westfuller Advisors
New York
$153K +$10.6K +129 +7%
MPWT
1021
MassMutual Private Wealth & Trust
Connecticut
$147K -$35.5K -433 -19%
FWA
1022
Flagship Wealth Advisors
Massachusetts
$144K – – –
VNA
1023
Valley National Advisers
Pennsylvania
$143K -$16.2K -198 -10%
LSA
1024
Leonteq Securities AG
Switzerland
$142K -$82.4K -1,005 -37%
PFBT
1025
Parkside Financial Bank & Trust
Missouri
$141K +$26.4K +322 +23%
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