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PG&E
PCG

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
476
GK Wealth Management
Nevada
$346K +$349K +17,151 New
AIM
477
Aigen Investment Management
New York
$344K +$346K +17,025 New
MFG
478
Merit Financial Group
Georgia
$336K +$339K +16,672 New
BS
479
Banco Santander
Spain
$333K +$336K +16,517 New
BCI
480
Brinker Capital Investments
Pennsylvania
$333K +$42.4K +2,085 +14%
OPS
481
Orion Portfolio Solutions
Nebraska
$333K +$42.4K +2,085 +14%
BTWM
482
Baker Tilly Wealth Management
Wisconsin
$330K +$14.5K +715 +5%
LNWWM
483
Laird Norton Wetherby Wealth Management
California
$320K -$8.85K -435 -3%
ACA
484
Aptus Capital Advisors
Alabama
$317K +$48.4K +2,380 +18%
GT
485
Greenleaf Trust
Michigan
$314K +$17.7K +872 +6%
TYCC
486
Texas Yale Capital Corp
Florida
$313K – – –
NRD
487
Nebula Research & Development
New York
$306K -$2.67M -131,040 -90%
LC
488
Lindbrook Capital
California
$306K +$7.06K +347 +2%
N
489
Natixis
France
$305K -$2.13M -104,912 -87%
ACA
490
Atlas Capital Advisors
Wyoming
$304K -$197K -9,664 -39%
NP
491
NorthRock Partners
Minnesota
$301K -$2.91K -143 -1%
VSQM
492
V-Square Quantitative Management
Illinois
$299K +$32.2K +1,583 +12%
BF
493
BOK Financial
Oklahoma
$292K -$163 -8 -0%
SIG
494
Stonegate Investment Group
Alabama
$292K +$24.2K +1,189 +9%
CAM
495
Centre Asset Management
New York
$289K +$20K +985 +7%
DWM
496
Drive Wealth Management
Utah
$287K -$692 -34 -0.2%
PIA
497
Perennial Investment Advisors
California
$286K +$3.78K +186 +1%
FCM
498
Fieldview Capital Management
Michigan
$283K +$285K +14,015 New
CAM
499
Cresset Asset Management
Illinois
$282K -$1.16M -56,966 -80%
CA
500
Commerzbank Aktiengesellschaft
Germany
$282K +$48K +2,360 +20%
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