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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
526
Marion Wealth Management
Pennsylvania
$550K +$5.03K +70 +1%
APP
527
Alpha Paradigm Partners
Illinois
$542K +$342K +4,760 +282%
DHGWA
528
Dixon Hughes Goodman Wealth Advisors
North Carolina
$540K +$10.2K +142 +2%
NW
529
NewEdge Wealth
Pennsylvania
$537K +$210K +2,924 +84%
PP
530
Palladium Partners
Virginia
$535K -$14.8K -206 -3%
HWA
531
HCR Wealth Advisors
California
$535K +$2.16K +30 +0.5%
CA
532
Continuum Advisory
Idaho
$532K +$474K +6,592 New
SIG
533
Stonegate Investment Group
Alabama
$528K -$53.3K -742 -11%
FB
534
Fulton Bank
Pennsylvania
$527K +$5.03K +70 +1%
CAM
535
Cresset Asset Management
Illinois
$527K +$20.1K +280 +5%
IMRF
536
Illinois Municipal Retirement Fund
Illinois
$526K – – –
OCG
537
Opus Capital Group
Ohio
$520K – – –
AWE
538
Avidian Wealth Enterprises
Texas
$520K +$20K +278 +5%
HCM
539
Hutchinson Capital Management
California
$519K +$431 +6 +0.1%
OIA
540
OneDigital Investment Advisors
Kansas
$514K +$25.2K +350 +6%
FWM
541
Fingerlakes Wealth Management
New York
$507K +$4.31K +60 +1%
IWC
542
Integrated Wealth Concepts
Massachusetts
$507K +$6.75K +94 +2%
KC
543
Kepos Capital
New York
$506K -$257K -3,580 -37%
CPIG
544
Chicago Partners Investment Group
Illinois
$506K +$27.6K +384 +7%
SC
545
Searle & Co
Connecticut
$504K – – –
MF
546
Manchester Financial
California
$503K +$28K +390 +7%
IC
547
IEQ Capital
California
$503K +$73.3K +1,020 +21%
LCM
548
Laurion Capital Management
New York
$501K +$429K +5,964 New
WI
549
Wintrust Investments
Illinois
$494K – – –
QCG
550
Quadrant Capital Group
Ohio
$488K +$42.7K +594 +11%
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