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PG&E
PCG

Name Holding Trade Value Shares
Change 		Change in
Stake
RDFA
726
Ritter Daniher Financial Advisory
Ohio
$5.16K +$4.99K +342 New
HIA
727
Harbor Investment Advisory
Maryland
$5.13K +$4.96K +340 New
BWL
728
Bogart Wealth LLC
Virginia
$5.02K +$1.02K +70 +27%
JSAM
729
J. Safra Asset Management
New York
$4.83K +$4.67K +320 New
MCM
730
MV Capital Management
Maryland
$4.66K +$1.65K +113 +58%
TF
731
Tompkins Financial
New York
$4.52K – – –
SA
732
Strategic Advocates
Utah
$4.52K +$4.38K +300 New
W
733
WealthCollab
Washington
$4.36K – – –
WWA
734
Wealth Watch Advisors
Colorado
$4.33K +$4.19K +287 New
TFA
735
Transamerica Financial Advisors
Florida
$4.29K +$4.16K +285 New
HWM
736
Hemington Wealth Management
Virginia
$4K -$4.86K -333 -50%
AWM
737
Activest Wealth Management
Florida
$3.95K +$3.82K +262 New
AWM
738
Abound Wealth Management
Tennessee
$3.91K +$554 +38 +17%
CT
739
Colonial Trust
South Carolina
$3.81K -$1.01K -69 -21%
RTL
740
Red Tortoise LLC
Georgia
$3.75K – – –
S
741
Sachetta
Massachusetts
$3.75K +$2.51K +172 +223%
FFO
742
Fortitude Family Office
Arizona
$3.51K -$817 -56 -19%
SC
743
SouthState Corp
Florida
$3.48K -$3.09K -212 -48%
BCWM
744
Bartlett & Co Wealth Management
Ohio
$3.38K +$3.27K +224 New
CIA
745
Cape Investment Advisory
Georgia
$3.27K -$11.5K -788 -78%
CTWM
746
Cherry Tree Wealth Management
Minnesota
$3.08K – – –
TH
747
TCTC Holdings
Texas
$3.03K – – –
AAG
748
Armstrong Advisory Group
Massachusetts
$3.02K – – –
CFFP
749
Center for Financial Planning
Michigan
$3.02K – – –
CAL
750
Capital Advisors Ltd
Ohio
$3K +$1.71K +117 +202%
28 29
30
31 32