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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
626
Cowen Prime Advisors
New York
$90K – – –
FANJ
627
Financial Architects (New Jersey)
New Jersey
$89K – – –
MAWCM
628
Mine & Arao Wealth Creation & Management
California
$85K – – –
LC
629
Lindbrook Capital
California
$84K -$134K -1,894 -56%
WEC
630
Winslow Evans & Crocker
Massachusetts
$84K +$99.3K +1,400 +1,944%
TAIM
631
TD Ameritrade Investment Management
Nebraska
$83K +$6.24K +88 +6%
WCG
632
Weaver Consulting Group
California
$81K -$42.6K -600 -29%
PFGIA
633
Patriot Financial Group Insurance Agency
Massachusetts
$81K +$20.4K +288 +25%
VFA
634
Valeo Financial Advisors
Indiana
$81K +$22.3K +314 +34%
TPWA
635
TRUE Private Wealth Advisors
Oregon
$80K -$331K -4,660 -77%
KTC
636
Kistler-Tiffany Companies
Pennsylvania
$80K – – –
RMC
637
Resources Management Corp
Connecticut
$80K – – –
QAM
638
QCI Asset Management
New York
$78K -$1.42K -20 -1%
RBC
639
Roble Belko & Company
Pennsylvania
$78K – – –
FWM
640
FSA Wealth Management
Massachusetts
$75K – – –
AIL
641
AGF Investments LLC
Ontario, Canada
$71K +$15.9K +224 +22%
LWS
642
Lucia Wealth Services
California
$69K +$64.8K +914 +293%
DI
643
Disciplined Investments
Oklahoma
$68K – – –
FMII
644
Farmers & Merchants Investments Inc
Nebraska
$67K +$709 +10 +0.9%
TFA
645
Toth Financial Advisory
Virginia
$64K +$567 +8 +0.7%
BCA
646
Berman Capital Advisors
Georgia
$61K -$23.8K -336 -23%
EIP
647
Ellis Investment Partners
Pennsylvania
$60K +$71.1K +1,002 +589%
AC
648
AlphaCore Capital
California
$60K +$75.3K +1,062 New
VCM
649
Versant Capital Management
Arizona
$59K -$17.5K -246 -19%
OIA
650
Optimum Investment Advisors
Illinois
$59K – – –
24 25
26
27 28