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PG&E
PCG

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
501
Baker Tilly Wealth Management
Wisconsin
$307K +$25K +1,508 +9%
SCP
502
Sivia Capital Partners
California
$303K +$293K +17,661 New
AWM
503
Axxcess Wealth Management
California
$303K -$531 -32 -0.2%
S
504
SignatureFD
Georgia
$303K +$72.3K +4,357 +33%
ACA
505
Aptus Capital Advisors
Alabama
$302K +$30.8K +1,859 +12%
HFS
506
Hantz Financial Services
Michigan
$302K +$647 +39 +0.2%
SIG
507
Stonegate Investment Group
Alabama
$299K +$49K +2,953 +20%
BF
508
BOK Financial
Oklahoma
$299K +$5.97K +360 +2%
MAS
509
Meeder Advisory Services
Ohio
$291K -$47.4K -2,857 -14%
BCP
510
Blackhawk Capital Partners
Wisconsin
$288K +$278K +16,772 New
CAM
511
Centre Asset Management
New York
$286K +$38.3K +2,310 +16%
ZBNA
512
Zions Bancorporation, National Association
Utah
$278K +$268K +16,167 New
FRA
513
Frank Rimerman Advisors
California
$268K +$56.4K +3,402 +28%
QWM
514
Quadcap Wealth Management
Texas
$266K -$359K -21,635 -58%
EA
515
Everpar Advisors
Oklahoma
$263K -$41.2K -2,485 -14%
WA
516
Whitebox Advisors
Minnesota
$258K +$249K +15,000 New
DA
517
Doliver Advisors
Texas
$254K +$245K +14,800 New
SCA
518
Snowden Capital Advisors
New York
$246K +$31.4K +1,891 +15%
VSQM
519
V-Square Quantitative Management
Illinois
$244K -$10.6K -641 -4%
WPC
520
Wedmont Private Capital
Pennsylvania
$243K -$167K -10,095 -41%
EIG
521
EdgePoint Investment Group
Ontario, Canada
$241K +$233K +14,043 New
HNB
522
Huntington National Bank
Ohio
$241K +$132K +7,967 +132%
CI
523
CX Institutional
Indiana
$240K +$60.2K +3,629 +35%
PAS
524
Park Avenue Securities
New York
$237K -$278K -16,761 -55%
B
525
BetterWealth
California
$236K +$1.66K +100 +0.7%
19 20
21
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