We are live on ! Find out more
SRE icon

Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
626
Oak Asset Management
California
$210K – – –
GWM
627
Greenwich Wealth Management
Connecticut
$209K +$218K +3,300 New
TC
628
TownSquare Capital
Utah
$209K +$218K +3,300 New
6M
629
6 Meridian
Kansas
$208K +$217K +3,286 New
FA
630
FC Advisory
Pennsylvania
$207K +$1.72K +26 +0.8%
DT
631
Diversified Trust
Tennessee
$206K – – –
1SB
632
1ST Source Bank
Indiana
$205K – – –
MOS
633
MGO One Seven
Ohio
$200K +$206K +3,128 New
HWA
634
Heritage Wealth Advisors
Virginia
$198K – – –
BC
635
Burleson & Co
California
$198K – – –
WBC
636
West Branch Capital
Massachusetts
$190K +$13.1K +198 +7%
GWM
637
Geneos Wealth Management
Colorado
$183K – – –
CFGS
638
Concourse Financial Group Securities
Alabama
$182K +$188K +2,854 New
TCM
639
Tradewinds Capital Management
Washington
$181K – – –
CF
640
Centaurus Financial
California
$174K +$64.3K +974 +55%
MA
641
Montag & Associates
Georgia
$171K – – –
JCM
642
Jacobi Capital Management
Pennsylvania
$169K +$22K +334 +14%
DMBA
643
Deseret Mutual Benefit Administrators
Utah
$167K -$40.8K -618 -19%
GRP
644
Global Retirement Partners
California
$162K +$11.2K +170 +7%
LC
645
Lindbrook Capital
California
$158K +$91.9K +1,392 +127%
LWM
646
Liberty Wealth Management
California
$151K +$924 +14 +0.6%
FDCDDQ
647
Federation des caisses Desjardins du Quebec
Quebec, Canada
$149K +$89K +1,348 +133%
AIL
648
AGF Investments LLC
Ontario, Canada
$148K +$29.4K +446 +24%
FRA
649
Front Row Advisors
California
$146K – – –
TWA
650
TCI Wealth Advisors
Arizona
$141K +$4.75K +72 +3%
24 25
26
27 28