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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
476
Westmount Partners
California
$764K +$1.38K +18 +0.2%
MBTD
477
Mechanics Bank - Trust Department
California
$763K -$8.44K -110 -1%
FAP
478
Financial Advisory Partners
Florida
$740K +$14.7K +192 +2%
TI
479
Tidal Investments
Wisconsin
$732K +$62.1K +810 +9%
WPA
480
West Paces Advisors
Georgia
$726K +$5.83K +76 +0.8%
CK
481
Cohen Klingenstein
New York
$726K – – –
RJT
482
Raymond James Trust
Florida
$712K +$17.8K +232 +3%
IG
483
ING Group
Netherlands
$710K -$4.6K -60 -0.6%
MLA
484
My Legacy Advisors
Oregon
$707K +$37K +482 +6%
SIG
485
Stonegate Investment Group
Alabama
$706K +$103K +1,344 +17%
KPWS
486
Kestra Private Wealth Services
Texas
$698K -$51.3K -668 -7%
OWP
487
Obermeyer Wealth Partners
Colorado
$696K – – –
KWM
488
Kingsview Wealth Management
Oregon
$687K -$12.1K -158 -2%
PA
489
Parallel Advisors
California
$681K +$2K +26 +0.3%
FFA
490
First Foundation Advisors
California
$678K -$460 -6 -0.1%
SIC
491
Salem Investment Counselors
North Carolina
$671K +$9.21K +120 +1%
AP
492
Appleton Partners
Massachusetts
$667K +$253K +3,300 +60%
CCM
493
Cohen Capital Management
California
$665K – – –
PFO
494
Pathstone Family Office
New Jersey
$664K -$561K -7,312 -45%
FMWA
495
Forvis Mazars Wealth Advisors
Missouri
$659K -$91.8K -1,196 -12%
CA
496
Claro Advisors
Massachusetts
$652K +$662K +8,628 New
IAA
497
Independent Advisor Alliance
North Carolina
$646K +$655K +8,540 New
ACP
498
Aveo Capital Partners
Colorado
$645K +$30.8K +402 +5%
ABLA
499
Alan B. Lancz & Associates
Ohio
$642K – – –
GP
500
Greenline Partners
New York
$628K -$29.5K -384 -4%
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