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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
601
Clearstead Advisors
Ohio
$746K +$138K +1,483 +23%
VWM
602
Venturi Wealth Management
Texas
$737K -$57.3K -616 -7%
GWA
603
Gratus Wealth Advisors
Virginia
$736K +$738K +7,939 New
MFIM
604
Mesirow Financial Investment Management
Illinois
$735K +$5.02K +54 +0.7%
IP
605
Ignite Planners
California
$733K -$4.84K -52 -0.7%
WTC
606
WhitTier Trust Company
Nevada
$732K -$12.1K -130 -2%
CAG
607
Crestwood Advisors Group
Massachusetts
$724K -$104K -1,115 -13%
BTWM
608
Baker Tilly Wealth Management
Wisconsin
$721K -$53.6K -576 -7%
AFG
609
Atomi Financial Group
New York
$713K -$48.9K -526 -6%
GRP
610
Global Retirement Partners
California
$708K +$710K +7,636 New
AC
611
AlphaCore Capital
California
$705K +$207K +2,224 +41%
AA
612
Advisory Alpha
Michigan
$704K +$5.39K +58 +0.8%
SCM
613
Shelton Capital Management
Colorado
$693K +$14.5K +156 +2%
CIA
614
Capital Investment Advisors
Georgia
$692K -$4.74K -51 -0.7%
MWM
615
Meridian Wealth Management
Kentucky
$690K +$77.8K +837 +13%
PFGIA
616
Patriot Financial Group Insurance Agency
Massachusetts
$690K -$666K -7,156 -49%
AO
617
Advisor OS
Illinois
$689K -$40.6K -437 -6%
APP
618
Avantax Planning Partners
Iowa
$687K – – –
O
619
Ossiam
France
$682K +$685K +7,360 New
PFM
620
Potomac Fund Management
Florida
$679K +$7.63K +82 +1%
AWM
621
Axxcess Wealth Management
California
$679K -$17.3K -186 -2%
JCM
622
Jacobi Capital Management
Pennsylvania
$676K +$23.1K +248 +4%
HIA
623
Harbor Investment Advisory
Maryland
$671K +$111K +1,189 +20%
TC
624
TwinBeech Capital
New York
$666K +$668K +7,179 New
FMP
625
Financial Management Professionals
Texas
$656K +$2.05K +22 +0.3%
23 24
25
26 27