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PG&E
PCG

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
651
Whitebox Advisors
Minnesota
$252K – – –
HCM
652
Howard Capital Management
Georgia
$251K +$251K +14,924 New
SP
653
Symmetry Partners
Connecticut
$246K -$20.9K -1,239 -8%
SP
654
Stonebrook Private
Michigan
$246K +$246K +14,598 New
CW
655
CreativeOne Wealth
Kansas
$245K -$1.53K -91 -0.6%
EA
656
Everpar Advisors
Oklahoma
$243K +$40.6K +2,415 +20%
FFM
657
Fullerton Fund Management
Singapore
$239K +$32.6K +1,938 +16%
SACTSONJ
658
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$238K -$12.7K -757 -5%
DS
659
DRW Securities
Illinois
$236K +$43.1K +2,560 +22%
WHG
660
Westwood Holdings Group
Texas
$236K +$236K +14,005 New
FHC
661
First Horizon Corporation
Tennessee
$235K -$8.03K -477 -3%
AWM
662
Angeles Wealth Management
California
$234K -$32.4K -1,926 -12%
TI
663
TrueMark Investments
Illinois
$232K +$232K +13,773 New
B
664
BetterWealth
California
$231K – – –
EAN
665
Excelsior Advisor Network
Colorado
$230K +$57.9K +3,442 +34%
UWM
666
Urban Wealth Management
California
$230K +$230K +13,693 New
FA
667
Fermata Advisors
California
$230K +$230K +13,658 New
WIA
668
World Investment Advisors
California
$229K -$370 -22 -0.2%
CSW
669
Cogent Strategic Wealth
Illinois
$228K -$44.7K -2,658 -16%
SOW
670
State of Wyoming
Wyoming
$225K -$1.9M -113,007 -89%
PCMN
671
Paradigm Capital Management (Nevada)
Nevada
$224K – – –
WC
672
Waterloo Capital
Texas
$223K +$4.66K +277 +2%
KRW
673
Kaufman Rossin Wealth
Florida
$223K -$26.6K -1,580 -11%
HWAM
674
Hennion & Walsh Asset Management
New Jersey
$221K +$221K +13,112 New
DC
675
Diametric Capital
Massachusetts
$217K +$217K +12,905 New
25 26
27
28 29