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PG&E
PCG

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
776
TD Capital Management
Tennessee
$14.6K – – –
JWM
777
JPL Wealth Management
Colorado
$13.9K -$4.27K -254 -23%
PWMG
778
Private Wealth Management Group
New Jersey
$13.8K – – –
S
779
Sachetta
Massachusetts
$13.6K -$236 -14 -2%
EWP
780
Elevation Wealth Partners
California
$13.5K +$9.68K +575 +256%
APW
781
Aventura Private Wealth
Florida
$12.8K – – –
PAP
782
Persistent Asset Partners
Hong Kong
$12.6K +$12.6K +747 New
GWP
783
Gen-Wealth Partners
Michigan
$12.4K – – –
CFM
784
Cornerstone Financial Management
Massachusetts
$11.7K +$6.21K +369 +114%
MCM
785
Manchester Capital Management
Vermont
$11.6K -$1.09K -65 -9%
APFP
786
Action Point Financial Planning
Michigan
$11.6K +$11.6K +692 New
BIA
787
Bell Investment Advisors
California
$10.7K +$505 +30 +5%
WIM
788
Westside Investment Management
California
$10.6K +$3.79K +225 +55%
AF
789
Advisornet Financial
Minnesota
$10.5K +$101 +6 +1%
BWL
790
Bogart Wealth LLC
Virginia
$10.3K +$2.17K +129 +27%
PMFA
791
Plante Moran Financial Advisors
Michigan
$10.1K -$4.8K -285 -32%
EB
792
Eastern Bank
Massachusetts
$9.42K – – –
SWAG
793
Spectrum Wealth Advisory Group
California
$9.26K +$9.26K +550 New
CT
794
Colonial Trust
South Carolina
$9.17K – – –
W
795
WealthCollab
Washington
$8.63K +$740 +44 +9%
JWA
796
JFS Wealth Advisors
Pennsylvania
$8.59K – – –
GBT
797
Grove Bank & Trust
Florida
$8.41K -$8.55K -508 -50%
HNB
798
Hilltop National Bank
Wyoming
$8.41K +$8.41K +500 New
CIAS
799
Capital Investment Advisory Services
North Carolina
$8.21K -$1.56K -93 -16%
KG
800
Kilter Group
New York
$7.94K +$1.36K +81 +21%
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