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PG&E
PCG

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
701
SJS Investment Consulting
Ohio
$1.8K -$116 -7 -6%
SS
702
Sunbelt Securities
Texas
$1.72K -$3.02K -182 -65%
NSIM
703
North Star Investment Management
Illinois
$1.72K – – –
W
704
WealthCollab
Washington
$1.63K – – –
WCM
705
WealthTrak Capital Management
Virginia
$1.63K +$332 +20 +27%
PWMG
706
Prestige Wealth Management Group
New Jersey
$1.55K – – –
CFS
707
CGC Financial Services
Oregon
$1.51K – – –
DAM
708
Delta Asset Management
Tennessee
$1.48K – – –
S
709
Sachetta
Massachusetts
$1.44K -$2.16K -130 -61%
HPC
710
HM Payson & Co
Maine
$1.41K – – –
WTFG
711
Wood Tarver Financial Group
Idaho
$1.32K – – –
WPA
712
West Paces Advisors
Georgia
$1.31K – – –
LCM
713
Logan Capital Management
Pennsylvania
$1.29K – – –
TCA
714
Trifecta Capital Advisors
Illinois
$1.29K +$1.24K +75 New
GFPC
715
Global Financial Private Client
Florida
$1.27K +$697 +42 +131%
WW
716
Winnow Wealth
Texas
$1.04K +$332 +20 +49%
CAL
717
Capital Advisors Ltd
Ohio
$1K -$6.55K -395 -82%
FCG
718
Financial Connections Group
California
$1K – – –
PWA
719
Principia Wealth Advisory
Texas
$992 -$83 -5 -8%
NWM
720
Nova Wealth Management
Florida
$911 +$879 +53 New
MCM
721
Manchester Capital Management
Vermont
$894 – – –
TFM
722
TFC Financial Management
Massachusetts
$739 -$66 -4 -9%
BHWM
723
Bay Harbor Wealth Management
Maryland
$739 +$713 +43 New
PWA
724
Physician Wealth Advisors
Utah
$722 +$697 +42 New
CIAS
725
CBIZ Investment Advisory Services
Ohio
$551 +$531 +32 New
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