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PG&E
PCG

Name Holding Trade Value Shares
Change 		Change in
Stake
NAAA
676
New Age Alpha Advisors
New York
$35.3K – – –
HIIFS
677
Harel Insurance Investments & Financial Services
Israel
$34K +$33.3K +2,283 New
CFB
678
Cullen/Frost Bankers
Texas
$31.2K -$481 -33 -2%
VCM
679
Versant Capital Management
Arizona
$29.3K +$25.3K +1,735 +826%
UB
680
UMB Bank
Missouri
$27.9K -$33.3K -2,280 -55%
CAM
681
Costello Asset Management
Pennsylvania
$27.5K – – –
RFP
682
Root Financial Partners
California
$26.6K +$25.7K +1,764 New
WT
683
Whittier Trust
California
$24.9K +$18.8K +1,289 +469%
GKIM
684
GW&K Investment Management
Massachusetts
$23K +$2.89K +198 +15%
GFL
685
Granite FO LLC
New Hampshire
$22.6K – – –
CFO
686
CVA Family Office
Colorado
$21.6K +$3.69K +253 +21%
RA
687
Rise Advisors
New York
$21.6K +$1.44K +99 +7%
PFBT
688
Parkside Financial Bank & Trust
Missouri
$20.4K -$7.19K -493 -27%
FMII
689
Farmers & Merchants Investments Inc
Nebraska
$19.3K – – –
CWM
690
Crowley Wealth Management
Delaware
$18.1K – – –
VWA
691
Valued Wealth Advisors
Utah
$16.9K -$1.17K -80 -7%
SPIA
692
Steward Partners Investment Advisory
New York
$16.5K -$423 -29 -3%
SWM
693
Spire Wealth Management
Virginia
$16.3K -$408 -28 -3%
SS
694
SBI Securities
Japan
$14.5K +$58 +4 +0.4%
MAM
695
Meeder Asset Management
Ohio
$14.4K +$13.9K +951 +95,100%
JGIA
696
Jackson Grant Investment Advisers
Connecticut
$14.3K +$13.9K +950 New
PFA
697
Pillar Financial Advisors
Kentucky
$13.9K – – –
TCM
698
TD Capital Management
Tennessee
$13.1K – – –
KHC
699
Koesten Hirschmann & Crabtree
Kansas
$12.9K – – –
PWMG
700
Private Wealth Management Group
New Jersey
$12.4K +$9.28K +636 +348%
26 27
28
29 30