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PG&E
PCG

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
751
Plante Moran Financial Advisors
Michigan
$9.4K – – –
EB
752
Eastern Bank
Massachusetts
$9.4K +$399 +25 +4%
GSWM
753
Golden State Wealth Management
California
$9.32K – – –
AA
754
Ancora Advisors
Ohio
$8.74K +$8.69K +544 New
FHA
755
Flagship Harbor Advisors
Massachusetts
$8.61K +$8.54K +535 New
BGAI
756
Bruce G. Allen Investments
Colorado
$8.55K – – –
GWP
757
Gen-Wealth Partners
Michigan
$8.28K -$4.79K -300 -37%
WIM
758
Westside Investment Management
California
$8.16K +$1.49K +93 +23%
CIAS
759
Capital Investment Advisory Services
North Carolina
$7.84K +$1.49K +93 +24%
HHMI
760
Howard Hughes Medical Institute
Maryland
$7.62K +$32 +2 +0.4%
KFAS
761
Keating Financial Advisory Services
Kansas
$7.39K +$7.35K +460 New
CMA
762
Cedar Mountain Advisors
Oregon
$7.28K +$16 +1 +0.2%
W
763
WealthCollab
Washington
$6.97K +$2.32K +145 +50%
MWA
764
Medallion Wealth Advisors
Connecticut
$6.94K -$799 -50 -10%
EWA
765
EQ Wealth Advisors
Texas
$6.91K +$6.87K +430 New
SWP
766
Strategic Wealth Partners
Ohio
$6.83K +$6.79K +425 New
O
767
Ossiam
France
$6.54K -$51.7K -3,236 -89%
CFG
768
Clayton Financial Group
Missouri
$6.33K +$6.29K +394 New
KFI
769
Key Financial Inc
Pennsylvania
$6.01K -$2K -125 -25%
WTA
770
Washington Trust Advisors
Massachusetts
$5.9K +$5.86K +367 New
ANBT
771
American National Bank & Trust
Texas
$5.69K +$5.65K +354 New
KG
772
Kilter Group
New York
$5.67K +$3.24K +203 +135%
FAMI
773
Fideuram Asset Management (Ireland)
$5.67K +$5.53K +346 New
GEA
774
Glen Eagle Advisors
New Jersey
$5.66K – – –
HIA
775
Harbor Investment Advisory
Maryland
$5.46K – – –
29 30
31
32 33