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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
651
Perennial Investment Advisors
California
$317K +$342K +4,222 New
SWMP
652
Signature Wealth Management Partners
New Jersey
$313K -$41.3K -510 -11%
OFG
653
Omega Financial Group
California
$313K – – –
CAM
654
Cresset Asset Management
Illinois
$313K +$5.83K +72 +2%
SS
655
Simplicity Solutions
Minnesota
$309K -$419K -5,176 -56%
RIL
656
Rothschild Investment LLC
Illinois
$308K +$4.69K +58 +1%
CRWM
657
Castle Rock Wealth Management
California
$307K -$52.3K -646 -13%
CAG
658
Crestwood Advisors Group
Massachusetts
$306K – – –
IWA
659
Intercontinental Wealth Advisors
Texas
$306K +$4.21K +52 +1%
VBWMG
660
Von Berge Wealth Management Group
California
$303K +$8.42K +104 +3%
GCM
661
Graham Capital Management
Connecticut
$303K +$328K +4,050 New
BAM
662
Belpointe Asset Management
Nevada
$302K +$143K +1,766 +78%
KIM
663
Karpus Investment Management
New York
$300K – – –
PIM
664
Perpetual Investment Management
Australia
$300K – – –
ZCA
665
Zeke Capital Advisors
Pennsylvania
$299K – – –
IWM
666
IHT Wealth Management
Illinois
$299K +$323K +3,986 New
GFPC
667
Global Financial Private Client
Florida
$296K +$116K +1,438 +60%
SC
668
Savant Capital
Illinois
$295K +$26.9K +332 +9%
MOS
669
MGO One Seven
Ohio
$294K +$20.1K +248 +7%
XT
670
XTX Topco
Cayman Islands
$294K +$317K +3,922 New
DWMG
671
DB Wealth Management Group
California
$293K – – –
GL
672
Graypoint LLC
New York
$293K +$36.4K +450 +13%
CPSAC
673
Chas P. Smith & Associates (CPS)
Florida
$292K -$647 -8 -0.2%
SCM
674
Shelton Capital Management
Colorado
$291K – – –
PL
675
Plancorp LLC
Missouri
$290K -$11K -136 -3%
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