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PG&E
PCG

Name Holding Trade Value Shares
Change 		Change in
Stake
B
551
BetterWealth
California
$191K – – –
GM
552
GeoWealth Management
Illinois
$189K -$589K -36,220 -73%
PWM
553
Pines Wealth Management
North Carolina
$189K +$221K +13,567 New
VT
554
Vise Technologies
New York
$188K +$219K +13,475 New
DA
555
Doliver Advisors
Texas
$182K -$28.1K -1,725 -12%
MOS
556
MGO One Seven
Ohio
$182K +$212K +13,029 New
CW
557
CreativeOne Wealth
Kansas
$181K -$9.19K -565 -4%
AL
558
Aspiriant LLC
California
$178K +$208K +12,790 New
GT
559
Glenview Trust
Kentucky
$176K -$3.19K -196 -2%
FL
560
FreeGulliver LLC
Louisiana
$174K +$49 +3 +0%
CPA
561
Capital Performance Advisors
California
$172K -$137K -8,438 -41%
AIM
562
Athena Investment Management
California
$172K – – –
AWM
563
Angeles Wealth Management
California
$170K -$6.39K -393 -3%
FA
564
Fountainhead AM
New Jersey
$170K +$199K +12,220 New
BFS
565
Burr Financial Services
California
$170K – – –
SCM
566
Shelton Capital Management
Colorado
$169K – – –
DC
567
Diametric Capital
Massachusetts
$166K +$194K +11,905 New
NAM
568
NorthCrest Asset Manangement
Minnesota
$165K +$9.56K +588 +5%
CCWM
569
Cassaday & Co Wealth Management
Virginia
$164K +$11.8K +728 +7%
WPC
570
Wedmont Private Capital
Pennsylvania
$164K -$36.3K -2,233 -16%
EP
571
Edgestream Partners
New Jersey
$163K -$2.98M -183,211 -94%
MCM
572
MAI Capital Management
Ohio
$163K +$14.9K +918 +9%
FRA
573
Frank Rimerman Advisors
California
$162K -$64.6K -3,969 -25%
EWA
574
EverSource Wealth Advisors
Alabama
$161K -$3.74K -230 -2%
MWM
575
Modern Wealth Management
Kansas
$161K +$187K +11,525 New
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