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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
576
Independent Advisor Alliance
North Carolina
$844K -$26K -280 -3%
SMWM
577
Silvia McColl Wealth Management
California
$843K -$6.04K -65 -0.7%
EGM
578
Engineers Gate Manager
New York
$839K +$586K +6,298 +229%
PFA
579
Petra Financial Advisors
Colorado
$835K +$276K +2,972 +49%
FFP
580
FourThought Financial Partners
Florida
$831K +$834K +8,966 New
TCIIS
581
TIAA-CREF Individual & Institutional Services
New York
$829K +$214K +2,296 +35%
HFM
582
Hartford Funds Management
Pennsylvania
$828K -$22K -237 -3%
VT
583
Vise Technologies
New York
$822K +$85.3K +917 +12%
FMWA
584
Forvis Mazars Wealth Advisors
Missouri
$819K -$96.9K -1,042 -11%
CCM
585
Cohen Capital Management
California
$816K – – –
BCM
586
Brasada Capital Management
Texas
$814K +$816K +8,778 New
FMI
587
Frec Markets Inc
California
$814K +$166K +1,787 +26%
QWP
588
Quotient Wealth Partners
Texas
$809K +$3.44K +37 +0.4%
QCG
589
Quadrant Capital Group
Ohio
$804K -$22.9K -246 -3%
CA
590
Claro Advisors
Massachusetts
$803K +$7.81K +84 +1%
AU
591
AlphaGrep UK
$800K +$803K +8,633 New
MGIA
592
Moneta Group Investment Advisors
Missouri
$799K -$39.2K -422 -5%
KPPF
593
Klein Pavlis & Peasley Financial
California
$784K +$27.4K +295 +4%
KPWS
594
Kestra Private Wealth Services
Texas
$775K +$26.1K +281 +3%
RA
595
RFG Advisory
Alabama
$775K +$777K +8,358 New
SIA
596
Strategic Investment Advisors
Michigan
$764K -$50.6K -544 -6%
GBT
597
Grove Bank & Trust
Florida
$762K +$7.44K +80 +1%
SIC
598
Salem Investment Counselors
North Carolina
$754K – – –
PIA
599
Perennial Investment Advisors
California
$748K +$230K +2,471 +44%
WPA
600
West Paces Advisors
Georgia
$747K +$73K +785 +11%
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