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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
651
AE Wealth Management
Kansas
$426K -$48.9K -659 -10%
MS
652
Maven Securities
Jersey
$425K -$1.07M -14,392 -72%
WPC
653
Wedmont Private Capital
Pennsylvania
$425K +$29.6K +398 +8%
CSI
654
Cross Staff Investments
New York
$424K – – –
OCBCO
655
Oversea-Chinese Banking Corp (OCBC)
Singapore
$424K +$416K +5,600 New
SPWG
656
Syntegra Private Wealth Group
Missouri
$424K +$6.53K +88 +2%
WSFS
657
Wilmington Savings Fund Society
Delaware
$422K +$77.3K +1,041 +23%
VFA
658
Valeo Financial Advisors
Indiana
$422K +$182K +2,453 +79%
YIH
659
Y-Intercept (HK)
Hong Kong
$417K -$3.47M -46,681 -89%
IWM
660
IHT Wealth Management
Illinois
$411K -$13.7K -184 -3%
NCM
661
Neumann Capital Management
California
$405K – – –
EWM
662
Empirical Wealth Management
Washington
$404K -$173K -2,326 -30%
WANY
663
Wealthspire Advisors (New York)
New York
$403K +$55.4K +746 +16%
BF
664
BOK Financial
Oklahoma
$400K -$20K -269 -5%
SAW
665
Signal Advisors Wealth
Michigan
$400K +$3.49K +47 +0.9%
QCM
666
QRG Capital Management
Illinois
$399K -$35.3K -475 -8%
FWM
667
Foguth Wealth Management
Michigan
$395K +$2.97K +40 +0.8%
HI
668
Harbour Investments
Wisconsin
$393K -$28K -377 -7%
PAG
669
Private Advisor Group
New Jersey
$390K -$6.16K -83 -2%
PIA
670
Perennial Investment Advisors
California
$389K +$13.8K +186 +4%
AS
671
Altshuler Shaham
Israel
$389K +$63.7K +858 +20%
VW
672
Vance Wealth
California
$382K +$297 +4 +0.1%
AW
673
Alteri Wealth
California
$381K -$6.16K -83 -2%
VCM
674
Voleon Capital Management
California
$381K +$373K +5,022 New
DT
675
Diversified Trust
Tennessee
$379K +$5.72K +77 +2%
25 26
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