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PG&E
PCG

Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
801
Armstrong Advisory Group
Massachusetts
$3.21K – – –
CIAS
802
CBIZ Investment Advisory Services
Ohio
$3.16K +$495 +31 +19%
AGWCA
803
Annis Gardner Whiting Capital Advisors
Florida
$2.95K +$367 +23 +14%
BHWM
804
Bay Harbor Wealth Management
Maryland
$2.85K +$1.42K +89 +101%
SIS
805
Sound Income Strategies
Florida
$2.81K +$2.88K +180 New
CA
806
Crewe Advisors
Utah
$2.77K +$2.75K +172 New
RWM
807
Raffa Wealth Management
District of Columbia
$2.72K +$80 +5 +3%
EWP
808
Elevation Wealth Partners
California
$2.68K +$799 +50 +43%
RF
809
Robinswood Financial
Washington
$2.68K – – –
CPG
810
Cornerstone Planning Group
New Jersey
$2.57K -$35.1K -2,200 -93%
PWA
811
Principia Wealth Advisory
Texas
$2.56K +$527 +33 +26%
TCM
812
Tradewinds Capital Management
Washington
$2.41K – – –
GWM
813
Geneos Wealth Management
Colorado
$2.31K – – –
FFO
814
Fortitude Family Office
Arizona
$2.28K -$1.45K -91 -39%
CFFP
815
Center for Financial Planning
Michigan
$2.15K -$1.05K -66 -33%
RF
816
Rossby Financial
Florida
$2.1K – – –
CAL
817
Capital Analysts LLC
Pennsylvania
$2K – – –
PCM
818
Penserra Capital Management
California
$2K – – –
BW
819
Bravera Wealth
North Dakota
$1.93K +$1.92K +120 New
MAM
820
Marquette Asset Management
Minnesota
$1.9K – – –
RWM
821
Rialto Wealth Management
New York
$1.86K – – –
HC
822
Hurley Capital
New York
$1.79K -$160 -10 -8%
PPC
823
Park Place Capital
Alabama
$1.75K – – –
DPW
824
DiNuzzo Private Wealth
Pennsylvania
$1.74K +$176 +11 +11%
ECA
825
Elevated Capital Advisors
Utah
$1.72K +$1.71K +107 New
31 32
33
34 35