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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
551
Convergence Investment Partners
Florida
$49K +$47.9K +888 New
PHK
552
Point72 Hong Kong
Hong Kong
$48K +$46.5K +862 New
AF
553
Allworth Financial
California
$46K -$108 -2 -0.2%
OC
554
Oakworth Capital
Alabama
$45K – – –
ME
555
McIlrath & Eck
Washington
$45K +$324 +6 +0.7%
HCM
556
Highlander Capital Management
New Jersey
$44K – – –
RWA
557
Ropes Wealth Advisors
Massachusetts
$43K – – –
M
558
MOTCO
Texas
$42K -$21.6K -400 -35%
CCA
559
Clearwater Capital Advisors
Illinois
$42K +$40.6K +752 New
FIB
560
First Interstate Bank
Montana
$41K +$14.6K +270 +57%
WTB
561
Washington Trust Bank
Washington
$39K -$27.1K -502 -42%
CWM
562
Catamount Wealth Management
Connecticut
$39K – – –
HDIM
563
Hanson & Doremus Investment Management
Vermont
$39K – – –
MCM
564
Monument Capital Management
Virginia
$38K – – –
FGC
565
Financial Gravity Companies
Texas
$38K +$36.9K +684 +34,200%
FGAM
566
Financial Gravity Asset Management
Texas
$38K +$37K +686 New
WEC
567
Winslow Evans & Crocker
Massachusetts
$37.1K – – –
SF
568
Synovus Financial
Georgia
$36K +$35K +648 New
TG
569
TLP Group
Illinois
$36K +$35.4K +656 New
APP
570
Avantax Planning Partners
Iowa
$35K +$33.6K +622 New
LWS
571
Lucia Wealth Services
California
$35K +$33.7K +624 New
JFGIW
572
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$34K -$28.2K -522 -46%
AC
573
Avestar Capital
New York
$34K -$3.13K -58 -8%
DBT
574
Dubuque Bank & Trust
Iowa
$34K -$108 -2 -0.3%
WIM
575
Westside Investment Management
California
$33K – – –
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