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PG&E
PCG

Name Holding Trade Value Shares
Change 		Change in
Stake
FIB
501
First Interstate Bank
Montana
$39K – – –
NSIM
502
North Star Investment Management
Illinois
$39K – – –
NFG
503
Next Financial Group
Texas
$38K -$1.17K -21 -3%
HRC
504
Hoertkorn Richard Charles
$37K – – –
QCG
505
Quadrant Capital Group
Ohio
$36K +$3.79K +68 +11%
PWM
506
Perigon Wealth Management
California
$36K +$33.4K +600 New
HI
507
Hudock Inc
Pennsylvania
$35K – – –
VCM
508
Versant Capital Management
Arizona
$35K +$2.4K +43 +8%
TCM
509
Tradewinds Capital Management
Washington
$34K +$223 +4 +0.7%
CTC
510
Central Trust Company
Missouri
$31K – – –
AWM
511
Avior Wealth Management
Nebraska
$31K +$557 +10 +2%
AA
512
Apriem Advisors
California
$30K – – –
PFS
513
Physicians Financial Services
North Carolina
$30K – – –
IWMPD
514
Integrated Wealth Management (Palm Desert)
California
$29K +$167 +3 +0.6%
AIM
515
Advantage Investment Management
Iowa
$25K – – –
SCA
516
Stuart Chaussee & Associates
California
$25K – – –
CFA
517
Carroll Financial Associates
North Carolina
$24K – – –
GWM
518
Gupta Wealth Management
California
$24K – – –
HR
519
Howe & Rusling
New York
$22K +$1.78K +32 +9%
EWM
520
Edge Wealth Management
New York
$20K – – –
BAM
521
Bruderman Asset Management
New York
$18K – – –
TDC
522
Thompson Davis & Co
Virginia
$18K +$7.19K +129 +75%
AFIA
523
America First Investment Advisors
Nebraska
$18K +$16.7K +300 New
GAM
524
Gemmer Asset Management
California
$16K – – –
FANJ
525
Financial Architects (New Jersey)
New Jersey
$15K +$13.9K +250 New
19 20
21
22 23