We are live on ! Find out more
SRE icon

Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
651
TRUE Private Wealth Advisors
Oregon
$83K – – –
CFA
652
Carroll Financial Associates
North Carolina
$83K +$50.6K +824 +139%
NICM
653
Neo Ivy Capital Management
New York
$82K +$86K +1,400 New
RBC
654
Roble Belko & Company
Pennsylvania
$81K – – –
PFGIA
655
Patriot Financial Group Insurance Agency
Massachusetts
$80K -$3.81K -62 -4%
VFA
656
Valeo Financial Advisors
Indiana
$80K +$7.25K +118 +9%
FWM
657
FSA Wealth Management
Massachusetts
$77K – – –
RWA
658
Ropes Wealth Advisors
Massachusetts
$76K +$55.3K +900 +225%
O
659
Ossiam
France
$74K -$778K -12,662 -91%
CI
660
Cincinnati Insurance
Ohio
$74K -$769K -12,514 -91%
GRP
661
Global Retirement Partners
California
$70K -$178K -2,894 -71%
DI
662
Disciplined Investments
Oklahoma
$70K – – –
FMII
663
Farmers & Merchants Investments Inc
Nebraska
$70K +$614 +10 +0.8%
CAL
664
Capital Analysts LLC
Pennsylvania
$69K -$221K -3,594 -75%
TFA
665
Toth Financial Advisory
Virginia
$67K +$614 +10 +0.9%
KTC
666
Kistler-Tiffany Companies
Pennsylvania
$62K – – –
OIA
667
Optimum Investment Advisors
Illinois
$62K – – –
WB
668
Webster Bank
Connecticut
$62K – – –
EIP
669
Ellis Investment Partners
Pennsylvania
$60K -$10.6K -172 -15%
VCM
670
Versant Capital Management
Arizona
$60K -$983 -16 -2%
FCM
671
Firestone Capital Management
Florida
$59K – – –
SBL
672
Sargent Bickham Lagudis
Colorado
$59K – – –
RWB
673
RMR Wealth Builders
New Jersey
$59K +$61.4K +1,000 New
TC
674
Truvestments Capital
Florida
$58K – – –
CIM
675
Centersquare Investment Management
Pennsylvania
$56K -$4.92K -80 -8%
25 26
27
28 29