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PG&E
PCG

Name Holding Trade Value Shares
Change 		Change in
Stake
SIP
651
Snowwater Investment Partners
Connecticut
$245K +$6.36K +374 +3%
SW
652
Simplicity Wealth
New Jersey
$245K +$26.4K +1,551 +13%
EFG
653
Everhart Financial Group
Ohio
$243K +$60.8K +3,574 +35%
B
654
BetterWealth
California
$241K – – –
BRWA
655
B. Riley Wealth Advisors
Florida
$234K +$228K +13,413 New
PCMN
656
Paradigm Capital Management (Nevada)
Nevada
$234K – – –
A
657
Argentarii
Ohio
$233K -$99.9K -5,872 -31%
WIA
658
World Investment Advisors
California
$229K +$16.9K +991 +8%
WC
659
Waterloo Capital
Texas
$228K +$26.8K +1,573 +14%
VT
660
Vise Technologies
New York
$227K – – –
KLI
661
Kelman-Lazarov Inc
Tennessee
$227K +$219K +12,899 New
JRPIM
662
Journey Retirement Planning & Investment Management
Idaho
$226K -$309K -18,133 -58%
BS
663
Banco Santander
Spain
$220K -$12.7K -747 -6%
AIM
664
Athena Investment Management
California
$216K – – –
FFM
665
Fullerton Fund Management
Singapore
$215K -$541K -31,767 -72%
SCM
666
Shelton Capital Management
Colorado
$213K – – –
EA
667
Everpar Advisors
Oklahoma
$212K -$33.1K -1,946 -14%
SCA
668
Snowden Capital Advisors
New York
$210K -$74.9K -4,399 -27%
LAM
669
L2 Asset Management
Massachusetts
$208K +$13.6K +802 +7%
AHL
670
Abel Hall LLC
Louisiana
$204K +$198K +11,607 New
MM
671
MQS Management
New York
$204K +$197K +11,595 New
TFIPS
672
Towarzystwo Funduszy Inwestycyjnych PZU SA
$202K +$6.81K +400 +4%
WSA
673
Wealth Science Advisors
Georgia
$202K – – –
DS
674
DRW Securities
Illinois
$201K +$196K +11,535 New
CCWM
675
Cassaday & Co Wealth Management
Virginia
$199K -$7.67K -451 -4%
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