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Public Service Enterprise Group
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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1176
Penserra Capital Management
California
$3K – – –
CCM
1177
Cloud Capital Management
Washington
$3K +$3.44K +41 New
BFS
1178
Bare Financial Services
Pennsylvania
$2.84K – – –
MWA
1179
Medallion Wealth Advisors
Connecticut
$2.75K – – –
BHWM
1180
Bay Harbor Wealth Management
Maryland
$2.25K +$755 +9 +50%
VWA
1181
Valued Wealth Advisors
Utah
$2.18K – – –
NWM
1182
Nova Wealth Management
Florida
$2.11K – – –
HFS
1183
Hughes Financial Services
Virginia
$2.08K -$503 -6 -19%
CAM
1184
Clarity Asset Management
Iowa
$2.02K +$2.01K +24 New
CWP
1185
Clark Wealth Partners
Illinois
$2.01K +$2.1K +25 New
T
1186
TOBAM
France
$2K – – –
CAC
1187
Core Alternative Capital
Georgia
$1.92K – – –
WA
1188
WestEnd Advisors
North Carolina
$1.92K +$1.93K +23 New
PWA
1189
Principia Wealth Advisory
Texas
$1.84K +$168 +2 +10%
CT
1190
Clearstead Trust
Maine
$1.75K -$22.4K -267 -93%
KG
1191
Kilter Group
New York
$1.67K – – –
TFM
1192
TFC Financial Management
Massachusetts
$1.59K – – –
TCA
1193
Trifecta Capital Advisors
Illinois
$1.5K – – –
BI
1194
Binnacle Investments
Iowa
$1.42K – – –
SIC
1195
SJS Investment Consulting
Ohio
$1.34K – – –
EP
1196
Essential Partners
California
$1.25K +$336 +4 +36%
WA
1197
WPG Advisers
Maryland
$1.17K – – –
MSWA
1198
Marshall & Sterling Wealth Advisors
New York
$1.17K +$1.17K +14 New
WWA
1199
Wealth Watch Advisors
Colorado
$1.08K +$1.09K +13 New
TIM
1200
Tortoise Investment Management
New York
$918 +$252 +3 +38%
46 47
48
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