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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
601
Larson Financial Group
Missouri
$456K +$351K +4,748 +381%
PCM
602
Pointe Capital Management
Michigan
$455K – – –
SCTC
603
Sanibel Captiva Trust Company
Florida
$440K +$26.2K +355 +7%
WC
604
Whitney & Co
New York
$440K -$2.44K -33 -0.6%
MOS
605
MGO One Seven
Ohio
$438K +$74.5K +1,008 +21%
SC
606
Sepio Capital
Utah
$428K -$1.18K -16 -0.3%
DT
607
Diversified Trust
Tennessee
$428K +$416K +5,624 New
CA
608
Clearstead Advisors
Ohio
$427K +$317K +4,286 +323%
CSI
609
Cross Staff Investments
New York
$426K – – –
CAM
610
Chesapeake Asset Management
New York
$424K -$12.4K -168 -3%
HBT
611
Heartland Bank & Trust
Illinois
$423K +$17.1K +231 +4%
BF
612
BOK Financial
Oklahoma
$423K +$374K +5,066 +1,028%
IWM
613
IHT Wealth Management
Illinois
$422K +$11.8K +159 +3%
PS
614
Presima Securities
Quebec, Canada
$422K – – –
OCG
615
Opus Capital Group
Ohio
$420K -$9.61K -130 -2%
RWA
616
Redhawk Wealth Advisors
Minnesota
$418K +$3.77K +51 +0.9%
FB
617
Fulton Bank
Pennsylvania
$416K +$43.1K +583 +12%
WPC
618
Wedmont Private Capital
Pennsylvania
$416K +$48.4K +655 +14%
FMTC
619
Farmers & Merchants Trust Company
California
$415K -$25.1K -340 -6%
TSMHT
620
Thurston Springer Miller Herd & Titak
Indiana
$414K +$403K +5,449 New
PA
621
Prossimo Advisors
California
$413K +$402K +5,435 New
VW
622
Vance Wealth
California
$412K +$961 +13 +0.2%
SPWG
623
Syntegra Private Wealth Group
Missouri
$410K +$2.81K +38 +0.7%
MWM
624
MGB Wealth Management
Texas
$408K -$88.7K -1,200 -18%
NCM
625
Neumann Capital Management
California
$407K – – –
23 24
25
26 27