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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1176
Lodestone Wealth Management
Washington
$22.6K – – –
RWM
1177
Rialto Wealth Management
New York
$21.8K +$2.32K +29 +12%
GA
1178
GoalVest Advisory
New York
$21.8K +$3.04K +38 +17%
PWA
1179
Physician Wealth Advisors
Utah
$20.6K +$10.5K +131 +107%
BCWM
1180
Bartlett & Co Wealth Management
Ohio
$19.6K -$2.08K -26 -10%
BGAI
1181
Bruce G. Allen Investments
Colorado
$19.2K – – –
C
1182
Covestor
United Kingdom
$19K +$879 +11 +5%
WIM
1183
Westside Investment Management
California
$18.8K – – –
ANBT
1184
American National Bank & Trust
Texas
$18.8K +$8.31K +104 +81%
CFO
1185
CVA Family Office
Colorado
$18.3K -$19.3K -242 -52%
APFP
1186
Action Point Financial Planning
Michigan
$18.2K +$18.5K +231 New
S
1187
Sachetta
Massachusetts
$17.1K +$7.03K +88 +72%
KAS
1188
Kemnay Advisory Services
New York
$17K +$719 +9 +4%
FP
1189
Financial Perspectives
Minnesota
$17K – – –
FFO
1190
Fortitude Family Office
Arizona
$16.6K -$1.52K -19 -8%
LI
1191
LRI Investments
Florida
$16.5K +$639 +8 +4%
MCA
1192
Midwest Capital Advisors
Michigan
$16.3K – – –
TC
1193
Trust Company
Kansas
$16.2K -$63.9K -800 -80%
API
1194
Asset Planning Inc
California
$16.2K – – –
AA
1195
Ancora Advisors
Ohio
$16.2K -$14.1K -177 -47%
DFA
1196
DHJJ Financial Advisors
Illinois
$15.8K – – –
TFA
1197
Transamerica Financial Advisors
Florida
$15.4K -$559 -7 -4%
RWS
1198
Retirement Wealth Solutions
Wisconsin
$14.9K – – –
MFT
1199
Moisand Fitzgerald Tamayo
Florida
$13.6K – – –
FMP
1200
Financial Management Professionals
Texas
$12.9K – – –
46 47
48
49 50