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PG&E
PCG

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
876
Logan Capital Management
Pennsylvania
$1.26K +$1.26K +75 New
CTC
877
Central Trust Company
Missouri
$1.25K +$1.25K +74 New
TFM
878
TFC Financial Management
Massachusetts
$1.2K +$454 +27 +61%
GWS
879
Greykasell Wealth Strategies
California
$1.19K – – –
LI
880
LRI Investments
Florida
$1.18K +$673 +40 +133%
CFFP
881
Center for Financial Planning
Michigan
$1.13K – – –
DF
882
Dunhill Financial
United Kingdom
$1.12K +$185 +11 +20%
TM
883
Torren Management
California
$1.08K +$320 +19 +42%
1CP
884
1015 Capital Partners
Pennsylvania
$1.08K +$185 +11 +21%
CFG
885
CKW Financial Group
Hawaii
$1K +$959 +57 New
DCM
886
Davis Capital Management
Florida
$959 +$639 +38 +200%
SFS
887
Sunrise Financial Services
Washington
$875 -$1.62K -96 -65%
NB
888
NBT Bank
New York
$875 – – –
BH
889
Burk Holdings
Oklahoma
$824 – – –
QWM
890
Quaker Wealth Management
New Jersey
$791 -$118 -7 -13%
MWM
891
Mascoma Wealth Management
New Hampshire
$791 – – –
M
892
MOTCO
Texas
$791 +$791 +47 New
WWM
893
Wolff Wiese Magana
California
$673 – – –
WSFS
894
Wilmington Savings Fund Society
Delaware
$673 +$673 +40 New
AWM
895
Abound Wealth Management
Tennessee
$640 -$5.91K -351 -90%
IA
896
IFG Advisory
Georgia
$639 +$639 +38 New
BIM
897
Breakwater Investment Management
Washington
$606 – – –
HHGA
898
Halbert Hargrove Global Advisors
California
$600 +$606 +36 New
GIA
899
GHP Investment Advisors
Colorado
$505 – – –
MIM
900
Marshall Investment Management
Colorado
$505 – – –
34 35
36
37 38