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PG&E
PCG

Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
601
GW&K Investment Management
Massachusetts
$33K +$671 +33 +2%
VCM
602
Versant Capital Management
Arizona
$31.1K +$12.7K +626 +68%
GFL
603
Granite FO LLC
New Hampshire
$30.3K – – –
DMBA
604
Deseret Mutual Benefit Administrators
Utah
$30.3K – – –
ANBT
605
American National Bank & Trust
Texas
$30.3K +$30.5K +1,499 New
QC
606
Quent Capital
New York
$27.4K +$3.17K +156 +13%
CA
607
Clearstead Advisors
Ohio
$26.8K +$1.06K +52 +4%
PFBT
608
Parkside Financial Bank & Trust
Missouri
$26.7K +$1.3K +64 +5%
RA
609
Rise Advisors
New York
$26.1K +$20 +1 +0.1%
FMII
610
Farmers & Merchants Investments Inc
Nebraska
$25.3K – – –
WTC
611
WhitTier Trust Company
Nevada
$25K +$4.86K +239 +24%
NAAA
612
New Age Alpha Advisors
New York
$24.3K +$7.81K +384 +47%
CWM
613
Crowley Wealth Management
Delaware
$24.3K +$24.5K +1,203 New
PWMG
614
Private Wealth Management Group
New Jersey
$23K +$2.18K +107 +10%
MAM
615
Meeder Asset Management
Ohio
$22.3K +$22.5K +1,107 New
BGAI
616
Bruce G. Allen Investments
Colorado
$21.4K – – –
LFG
617
Larson Financial Group
Missouri
$20.6K +$1.49K +73 +8%
CIA
618
Cape Investment Advisory
Georgia
$20.4K +$142 +7 +0.7%
GWP
619
Gen-Wealth Partners
Michigan
$19K -$17.2K -846 -47%
SS
620
SBI Securities
Japan
$18.6K +$18.7K +921 New
PMFA
621
Plante Moran Financial Advisors
Michigan
$18.3K – – –
GWM
622
Geneos Wealth Management
Colorado
$17.8K -$13K -638 -42%
RTC
623
Riverview Trust Company
Washington
$17.5K – – –
KHC
624
Koesten Hirschmann & Crabtree
Kansas
$17.3K – – –
CAS
625
Coppell Advisory Solutions
Texas
$16.6K +$16.5K +810 +5,400%
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25
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