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PG&E
PCG

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
401
HB Wealth Management
Georgia
$539K +$31.7K +1,695 +7%
NWAG
402
Net Worth Advisory Group
Utah
$528K +$499K +26,683 New
CG
403
Caprock Group
Idaho
$527K +$39.8K +2,129 +9%
MM
404
MQS Management
New York
$510K +$483K +25,814 New
SC
405
Savant Capital
Illinois
$502K +$64.1K +3,426 +16%
WFA
406
WestHill Financial Advisors
California
$501K +$1.95K +104 +0.4%
RIM
407
Redwood Investment Management
Arizona
$498K -$105K -5,590 -18%
BP
408
BBR Partners
New York
$494K – – –
ACA
409
Atlas Capital Advisors
Wyoming
$489K – – –
BP
410
Ballentine Partners
Massachusetts
$487K +$40.8K +2,183 +10%
PSC
411
Portman Square Capital
United Kingdom
$479K -$1.68M -89,737 -79%
OQS
412
Occudo Quantitative Strategies
Florida
$474K +$448K +23,955 New
SCM
413
Stevens Capital Management
Pennsylvania
$455K -$297K -15,871 -41%
SLAM
414
Swiss Life Asset Management
$453K +$190K +10,142 +79%
WPC
415
Wedmont Private Capital
Pennsylvania
$451K +$93.4K +4,991 +28%
GIA
416
Gladstone Institutional Advisory
Florida
$450K +$60.4K +3,230 +17%
RJT
417
Raymond James Trust
Florida
$449K +$102K +5,449 +32%
CHAM
418
Clear Harbor Asset Management
Connecticut
$448K -$96.4K -5,150 -19%
R
419
Rebalance
California
$442K – – –
CA
420
Cornerstone Advisors
North Carolina
$441K +$3.74K +200 +0.9%
CI
421
Cigna Investments
Connecticut
$436K -$6.32K -338 -2%
SFI
422
Siemens Fonds Invest
Germany
$436K -$8.55K -457 -2%
AIP
423
Ameritas Investment Partners
Nebraska
$428K -$26.7K -1,427 -6%
LFM
424
LGT Fund Management
Liechtenstein
$423K +$14.2K +761 +4%
TCA
425
Transcend Capital Advisors
New Jersey
$419K +$75.3K +4,023 +23%
15 16
17
18 19