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PG&E
PCG

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
776
Cornerstone Planning Group
New Jersey
$8.69K +$6.13K +360 +209%
BWL
777
Bogart Wealth LLC
Virginia
$8.5K +$2.57K +151 +45%
W
778
WealthCollab
Washington
$8.24K +$596 +35 +8%
SWP
779
Strategic Wealth Partners
Ohio
$8.11K +$613 +36 +8%
FFO
780
Fortitude Family Office
Arizona
$8.03K +$5.36K +315 +222%
CMA
781
Cedar Mountain Advisors
Oregon
$7.98K +$17 +1 +0.2%
WAG
782
Wilkerson Advisory Group
Missouri
$7.89K +$4.03K +237 +112%
MWA
783
Medallion Wealth Advisors
Connecticut
$7.59K – – –
WTA
784
Washington Trust Advisors
Massachusetts
$7.57K +$1.09K +64 +17%
SC
785
Stance Capital
Massachusetts
$7.36K +$7.13K +419 New
O
786
Ossiam
France
$7.33K +$170 +10 +2%
WIM
787
Westside Investment Management
California
$7.25K -$1.58K -93 -19%
CFG
788
Clayton Financial Group
Missouri
$6.92K – – –
RF
789
Rossby Financial
Florida
$6.92K +$4.41K +259 +198%
KG
790
Kilter Group
New York
$6.87K +$647 +38 +11%
AWM
791
Abound Wealth Management
Tennessee
$6.83K +$2.21K +130 +50%
FCAS
792
First Command Advisory Services
Texas
$6.8K +$6.57K +386 New
SSG
793
Summit Securities Group
New York
$6.34K -$49.4K -2,902 -89%
GEA
794
Glen Eagle Advisors
New Jersey
$6.18K – – –
AW
795
Avion Wealth
Texas
$6K +$953 +56 +17%
MCM
796
MV Capital Management
Maryland
$5.87K +$391 +23 +7%
KFI
797
Key Financial Inc
Pennsylvania
$5.87K -$681 -40 -11%
TCM
798
Triumph Capital Management
Colorado
$5.73K – – –
CFM
799
Cornerstone Financial Management
Massachusetts
$5.71K +$1.43K +84 +35%
JSAM
800
J. Safra Asset Management
New York
$5.62K – – –
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