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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
676
Liberty Wealth Management
California
$174K +$110K +1,494 +185%
BAM
677
Belpointe Asset Management
Nevada
$171K +$165K +2,252 New
CG
678
Cutler Group
California
$171K +$166K +2,266 New
FIB
679
First Interstate Bank
Montana
$169K – – –
AF
680
Advisornet Financial
Minnesota
$168K +$6.02K +82 +4%
ATC
681
Adirondack Trust Company
New York
$161K -$24.2K -330 -14%
TSW
682
Thompson Siegel & Walmsley
Virginia
$159K +$14.5K +198 +10%
HPC
683
HM Payson & Co
Maine
$158K – – –
HWA
684
Heritage Wealth Advisors
Virginia
$157K +$1.32K +18 +0.9%
AWM
685
Avior Wealth Management
Nebraska
$152K +$146K +1,994 +12,463%
FGAM
686
Financial Gravity Asset Management
Texas
$151K +$2.49K +34 +1,700%
WCG
687
Weaver Consulting Group
California
$150K +$11.2K +152 +8%
TWA
688
TCI Wealth Advisors
Arizona
$147K +$2.2K +30 +2%
PCFFS
689
Pacific Center for Financial Services
California
$139K – – –
EP
690
Eudaimonia Partners
Tennessee
$139K +$134K +1,832 New
FL
691
Fort LP
Maryland
$139K +$135K +1,840 New
HIIFS
692
Harel Insurance Investments & Financial Services
Israel
$138K +$134K +1,826 New
FQ
693
First Quadrant
California
$136K – – –
PCM
694
Prelude Capital Management
New York
$136K +$131K +1,790 New
POIA
695
Pin Oak Investment Advisors
Texas
$135K – – –
ME
696
McIlrath & Eck
Washington
$135K +$440 +6 +0.3%
CAW
697
Cornerstone Advisors (Washington)
Washington
$135K +$5.14K +70 +4%
WFMPM
698
Woodley Farra Manion Portfolio Management
Indiana
$131K +$127K +1,728 New
PMFA
699
Plante Moran Financial Advisors
Michigan
$130K – – –
NIM
700
NuWave Investment Management
New Jersey
$128K +$104K +1,420 +526%
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