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PG&E
PCG

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
501
Alta Advisers
United Kingdom
$73.9K – – –
PCFFS
502
Pacific Center for Financial Services
California
$64.8K -$17.7K -1,051 -23%
GI
503
Gradient Investments
Minnesota
$63.1K – – –
ETC
504
Exchange Traded Concepts
Oklahoma
$58.9K -$2.21K -131 -4%
T
505
Tidemark
California
$54.4K +$50.9K +3,017 New
TCWA
506
Turtle Creek Wealth Advisors
Texas
$53.9K +$50.5K +2,989 New
C
507
Covestor
United Kingdom
$52K -$6.21K -368 -11%
PCWA
508
Pacific Capital Wealth Advisors
California
$47.1K +$44.1K +2,610 New
AF
509
Advisornet Financial
Minnesota
$46.8K +$2.58K +153 +6%
MPWT
510
MassMutual Private Wealth & Trust
Connecticut
$44.5K -$1.4K -83 -3%
CFO
511
CVA Family Office
Colorado
$42.7K +$40K +2,370 New
VL
512
Vima LLC
Michigan
$41.3K +$38.7K +2,293 New
PS
513
Planned Solutions
California
$37.4K +$35.1K +2,076 New
CCA
514
Catalyst Capital Advisors
New York
$37.4K -$11K -650 -24%
MRC
515
Millburn Ridgefield Corp
New York
$37.4K -$11K -650 -24%
BBHC
516
Brown Brothers Harriman & Co
New York
$34.7K – – –
RIL
517
Rothschild Investment LLC
Illinois
$33.9K +$31.7K +1,880 New
HNB
518
Huntington National Bank
Ohio
$31.5K -$912 -54 -3%
KC
519
Kepos Capital
New York
$30K +$2.48K +147 +10%
HCP
520
Hexagon Capital Partners
Arkansas
$27.4K -$7.92K -469 -24%
HPC
521
HM Payson & Co
Maine
$27K -$2.11K -125 -8%
BWL
522
Bogart Wealth LLC
Virginia
$27K – – –
GFL
523
Granite FO LLC
New Hampshire
$27K – – –
DMBA
524
Deseret Mutual Benefit Administrators
Utah
$27K -$13.8K -817 -35%
IA
525
IFP Advisors
Florida
$25.4K +$4.56K +270 +24%
19 20
21
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