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PG&E
PCG

Name Holding Trade Value Shares
Change 		Change in
Stake
S
776
Sachetta
Massachusetts
$13.6K -$236 -14 -2%
EWP
777
Elevation Wealth Partners
California
$13.5K +$9.68K +575 +256%
APW
778
Aventura Private Wealth
Florida
$12.8K – – –
PAP
779
Persistent Asset Partners
Hong Kong
$12.6K +$12.6K +747 New
GWP
780
Gen-Wealth Partners
Michigan
$12.4K – – –
CFM
781
Cornerstone Financial Management
Massachusetts
$11.7K +$6.21K +369 +114%
MCM
782
Manchester Capital Management
Vermont
$11.6K -$1.09K -65 -9%
APFP
783
Action Point Financial Planning
Michigan
$11.6K +$11.6K +692 New
BIA
784
Bell Investment Advisors
California
$10.7K +$505 +30 +5%
WIM
785
Westside Investment Management
California
$10.6K +$3.79K +225 +55%
AF
786
Advisornet Financial
Minnesota
$10.5K +$101 +6 +1%
BWL
787
Bogart Wealth LLC
Virginia
$10.3K +$2.17K +129 +27%
PMFA
788
Plante Moran Financial Advisors
Michigan
$10.1K -$4.8K -285 -32%
EB
789
Eastern Bank
Massachusetts
$9.42K – – –
SWAG
790
Spectrum Wealth Advisory Group
California
$9.26K +$9.26K +550 New
CT
791
Colonial Trust
South Carolina
$9.17K – – –
W
792
WealthCollab
Washington
$8.63K +$740 +44 +9%
JWA
793
JFS Wealth Advisors
Pennsylvania
$8.59K – – –
GBT
794
Grove Bank & Trust
Florida
$8.41K -$8.55K -508 -50%
HNB
795
Hilltop National Bank
Wyoming
$8.41K +$8.41K +500 New
CIAS
796
Capital Investment Advisory Services
North Carolina
$8.21K -$1.56K -93 -16%
KG
797
Kilter Group
New York
$7.94K +$1.36K +81 +21%
JGCM
798
Joseph Group Capital Management
Ohio
$7.72K +$2.84K +169 +58%
CMA
799
Cedar Mountain Advisors
Oregon
$7.66K +$17 +1 +0.2%
CPG
800
Cornerstone Planning Group
New Jersey
$7.63K -$1.87K -111 -21%
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