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PG&E
PCG

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
826
Synergy Investment Management
Florida
$3.84K +$2.68K +159 +245%
HFS
827
Hughes Financial Services
Virginia
$3.82K +$2.42K +144 +173%
RWM
828
Raffa Wealth Management
District of Columbia
$3.8K +$825 +49 +28%
HNW
829
High Note Wealth
Minnesota
$3.73K +$1.62K +96 +76%
VR
830
Vision Retirement
New Jersey
$3.67K -$623 -37 -15%
FG
831
Fairman Group
Pennsylvania
$3.48K – – –
FC
832
Financial Consulate
Maryland
$3.47K +$2.27K +135 +190%
CWP
833
Clark Wealth Partners
Illinois
$3.44K +$3.43K +204 New
HWP
834
Highline Wealth Partners
California
$3.41K +$2.1K +125 +160%
CA
835
Crewe Advisors
Utah
$3.37K +$3.37K +200 New
AAG
836
Armstrong Advisory Group
Massachusetts
$3.36K – – –
BWM
837
Benson Wealth Management
Tennessee
$3.36K – – –
PWA
838
Principia Wealth Advisory
Texas
$3.36K +$202 +12 +6%
RWM
839
Rialto Wealth Management
New York
$3.25K +$370 +22 +13%
PCM
840
Penserra Capital Management
California
$3K – – –
FA
841
Fountainhead AM
New Jersey
$2.91K +$1.9K +113 +188%
RF
842
Robinswood Financial
Washington
$2.81K – – –
SC
843
SouthState Corp
Florida
$2.69K +$151 +9 +6%
VWA
844
Valued Wealth Advisors
Utah
$2.6K -$18.3K -1,085 -88%
PS
845
Planning Strategies
Pennsylvania
$2.52K +$2.52K +150 New
GWM
846
Geneos Wealth Management
Colorado
$2.42K – – –
BFS
847
Bare Financial Services
Pennsylvania
$2.32K -$522 -31 -18%
BCV
848
Banque Cantonale Vaudoise
Switzerland
$2.27K +$618K +36,726 +37%
O
849
Ossiam
France
$2.2K -$4.81K -286 -69%
RWS
850
Retirement Wealth Solutions
Wisconsin
$2.12K -$202 -12 -9%
32 33
34
35 36