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PG&E
PCG

Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
801
Washington Trust Advisors
Massachusetts
$7.52K +$269 +16 +4%
MWA
802
Medallion Wealth Advisors
Connecticut
$7.35K +$84 +5 +1%
AW
803
Avion Wealth
Texas
$7K +$976 +58 +15%
SS
804
SBI Securities
Japan
$7K -$18.1K -1,077 -72%
SWM
805
SHP Wealth Management
Massachusetts
$6.89K +$2.34K +139 +51%
MCM
806
MV Capital Management
Maryland
$6.36K +$740 +44 +13%
WAG
807
Wilkerson Advisory Group
Missouri
$6.26K -$1.3K -77 -17%
GEA
808
Glen Eagle Advisors
New Jersey
$5.92K – – –
WTC
809
WhitTier Trust Company
Nevada
$5.77K -$29.3K -1,742 -84%
BCWM
810
Bartlett & Co Wealth Management
Ohio
$5.75K +$1.78K +106 +45%
AFC
811
Ares Financial Consulting
California
$5.65K +$1.7K +101 +43%
KFI
812
Key Financial Inc
Pennsylvania
$5.62K – – –
TCM
813
Triumph Capital Management
Colorado
$5.47K – – –
BHWM
814
Bay Harbor Wealth Management
Maryland
$5.43K +$1.18K +70 +28%
JSAM
815
J. Safra Asset Management
New York
$5.38K – – –
TF
816
Tompkins Financial
New York
$5.05K – – –
EFMH
817
E Fund Management (HK)
Hong Kong
$4.96K – – –
CFD
818
Creative Financial Designs
Indiana
$4.95K +$4.95K +294 New
IWM
819
IMG Wealth Management
Florida
$4.93K +$67 +4 +1%
SGFG
820
Silver Grove Financial Group
New York
$4.65K +$4.64K +276 New
SFG
821
Strive Financial Group
Indiana
$4.39K – – –
RF
822
Rossby Financial
Florida
$3.92K -$2.64K -157 -40%
SIM
823
Synergy Investment Management
Florida
$3.84K +$2.68K +159 +245%
HFS
824
Hughes Financial Services
Virginia
$3.82K +$2.42K +144 +173%
RWM
825
Raffa Wealth Management
District of Columbia
$3.8K +$825 +49 +28%
31 32
33
34 35