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PG&E
PCG

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
626
Baker Tilly Wealth Management
Wisconsin
$280K -$3.28K -193 -1%
SP
627
Symmetry Partners
Connecticut
$279K +$24K +1,409 +10%
PFM
628
Patton Fund Management
Texas
$278K +$20.8K +1,224 +8%
AWM
629
Angeles Wealth Management
California
$278K -$6.62K -389 -2%
BCM
630
Bayesian Capital Management
New York
$278K +$269K +15,800 New
FCM
631
Fieldview Capital Management
Michigan
$278K -$789K -46,378 -75%
CWP
632
Curated Wealth Partners
California
$277K +$268K +15,744 New
QWM
633
Quadcap Wealth Management
Texas
$276K +$613 +36 +0.2%
MS
634
Maven Securities
Jersey
$274K -$3.02M -177,399 -92%
RFP
635
Root Financial Partners
California
$272K +$230K +13,528 +698%
CI
636
CX Institutional
Indiana
$271K +$11.9K +698 +5%
PA
637
Procyon Advisors
Connecticut
$267K +$18.2K +1,067 +8%
WA
638
Whitebox Advisors
Minnesota
$264K – – –
SACTSONJ
639
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$261K +$253K +14,882 New
S
640
SignatureFD
Georgia
$260K +$38.8K +2,279 +18%
TWP
641
Triad Wealth Partners
Kansas
$259K +$23K +1,352 +10%
OIA
642
Oakmont Investment Advisors
Pennsylvania
$258K +$250K +14,700 New
CW
643
CreativeOne Wealth
Kansas
$258K +$24.7K +1,451 +11%
KRW
644
Kaufman Rossin Wealth
Florida
$256K -$473K -27,797 -66%
FHC
645
First Horizon Corporation
Tennessee
$254K -$6.35K -373 -3%
PE
646
PCM Encore
Colorado
$254K +$20.7K +1,219 +9%
CA
647
Claro Advisors
Massachusetts
$254K +$16.8K +989 +7%
BP
648
Ballentine Partners
Massachusetts
$248K +$13.4K +787 +6%
BWA
649
BlueSky Wealth Advisors
North Carolina
$247K +$240K +14,077 New
DCM
650
DGS Capital Management
New Jersey
$246K +$239K +14,017 New
24 25
26
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