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PG&E
PCG

Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
601
True Wealth Design
Ohio
$236K +$68.1K +4,262 +41%
VC
602
VarCov Co
Connecticut
$236K +$234K +14,678 New
PFM
603
Patton Fund Management
Texas
$234K +$233K +14,591 New
CAM
604
Cidel Asset Management
Ontario, Canada
$233K +$49.4K +3,095 +27%
SP
605
Symmetry Partners
Connecticut
$233K +$52.8K +3,306 +30%
CFO
606
Callan Family Office
Pennsylvania
$232K +$1.15K +72 +0.5%
SM
607
Sciencast Management
New Jersey
$228K -$36.8K -2,305 -14%
VT
608
Vise Technologies
New York
$227K +$14.6K +917 +7%
PA
609
Procyon Advisors
Connecticut
$227K +$42.2K +2,640 +23%
MG
610
Mather Group
Illinois
$227K +$176K +11,006 +351%
PAS
611
Park Avenue Securities
New York
$226K +$958 +60 +0.4%
EA
612
Everpar Advisors
Oklahoma
$225K +$22.5K +1,410 +11%
PAG
613
Private Advisor Group
New Jersey
$222K -$19.5K -1,219 -8%
B
614
BetterWealth
California
$221K – – –
GRP
615
Global Retirement Partners
California
$219K +$37.8K +2,365 +21%
MCM
616
MAI Capital Management
Ohio
$218K -$942 -59 -0.4%
SIP
617
Snowwater Investment Partners
Connecticut
$218K +$216K +13,530 New
CA
618
Claro Advisors
Massachusetts
$216K +$215K +13,466 New
TWP
619
Triad Wealth Partners
Kansas
$215K -$1.33K -83 -0.6%
GT
620
Greenleaf Trust
Michigan
$215K +$8.71K +545 +4%
LOAMS
621
Lombard Odier Asset Management (Switzerland)
Switzerland
$215K -$509K -31,853 -70%
LIP
622
Lighthouse Investment Partners
Florida
$214K +$213K +13,345 New
PCMN
623
Paradigm Capital Management (Nevada)
Nevada
$214K +$213K +13,328 New
BP
624
Ballentine Partners
Massachusetts
$214K +$767 +48 +0.4%
BS
625
Banco Santander
Spain
$213K -$99.9K -6,253 -32%
23 24
25
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