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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1151
Concord Wealth Partners
Virginia
$24.1K – – –
TAM
1152
Tucker Asset Management
Colorado
$23.4K +$23.8K +292 New
OAJ
1153
Ogorek Anthony Joseph
New York
$23K +$6.12K +75 +35%
BC
1154
Bayforest Capital
United Kingdom
$22.9K +$23.2K +285 New
LWM
1155
Lodestone Wealth Management
Washington
$22.4K +$22.8K +279 New
GWM
1156
Greenline Wealth Management
Florida
$21.1K +$21.5K +263 New
MIFH
1157
Migdal Insurance & Financial Holdings
Israel
$21K +$21.7K +266 New
LWANC
1158
Laurel Wealth Advisors (North Carolina)
North Carolina
$20.5K +$20.8K +255 New
BCWM
1159
Bartlett & Co Wealth Management
Ohio
$20.4K +$1.63K +20 +9%
CFM
1160
Cornerstone Financial Management
Massachusetts
$20.2K +$20.5K +251 New
NL
1161
Navalign LLC
California
$19.6K +$19.9K +244 New
CFO
1162
CVA Family Office
Colorado
$19.4K -$2.85K -35 -13%
WIM
1163
Westside Investment Management
California
$18.8K – – –
GA
1164
GoalVest Advisory
New York
$18.5K -$10.6K -130 -36%
RF
1165
Roxbury Financial
New Jersey
$17.9K – – –
BFPW
1166
BOK Financial Private Wealth
Colorado
$17.8K +$18.1K +222 New
FP
1167
Financial Perspectives
Minnesota
$16.8K – – –
MAM
1168
Meeder Asset Management
Ohio
$16.7K -$489 -6 -3%
MCA
1169
Midwest Capital Advisors
Michigan
$16.1K – – –
API
1170
Asset Planning Inc
California
$16.1K – – –
RWM
1171
Rialto Wealth Management
New York
$16K +$163 +2 +1%
KAS
1172
Kemnay Advisory Services
New York
$16K +$16.2K +199 New
DFA
1173
DHJJ Financial Advisors
Illinois
$15.7K – – –
BIA
1174
Bell Investment Advisors
California
$15.3K +$8.16K +100 +111%
KBFS
1175
Kohmann Bosshard Financial Services
Ohio
$15.3K +$15.5K +190 New
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