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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
676
Merriman Wealth Management
Washington
$209K +$201K +3,166 New
FWM
677
Fortress Wealth Management
California
$208K +$199K +3,146 New
VVP
678
Venture Visionary Partners
Ohio
$208K +$199K +3,148 New
BC
679
Burleson & Co
California
$207K – – –
HWA
680
Heritage Wealth Advisors
Virginia
$207K – – –
WF
681
Welch & Forbes
Massachusetts
$207K +$198K +3,126 New
CFAM
682
Center For Asset Management
Florida
$206K +$197K +3,116 New
HCM
683
Hodges Capital Management
Texas
$205K +$196K +3,100 New
LOPW
684
Live Oak Private Wealth
North Carolina
$205K +$197K +3,104 New
JC
685
Jacobs & Co
California
$205K +$197K +3,106 New
AAS
686
Annex Advisory Services
Wisconsin
$204K +$196K +3,086 New
KW
687
KWB Wealth
California
$203K +$195K +3,070 New
CF
688
Centaurus Financial
California
$201K +$18.5K +292 +11%
IGGA
689
Iron Gate Global Advisors
Utah
$201K +$190K +3,000 New
SCM
690
SOL Capital Management
Maryland
$201K +$193K +3,038 New
FFG
691
Ford Financial Group
California
$201K +$193K +3,046 New
MFG
692
Magnus Financial Group
New York
$200K +$192K +3,032 New
DMBA
693
Deseret Mutual Benefit Administrators
Utah
$191K +$15.7K +248 +9%
TCM
694
Tradewinds Capital Management
Washington
$189K – – –
MUMSS
695
Mitsubishi UFJ Morgan Stanley Securities
Japan
$189K +$181K +2,858 New
WBC
696
West Branch Capital
Massachusetts
$186K -$12.5K -198 -7%
MA
697
Montag & Associates
Georgia
$179K – – –
SCA
698
Snowden Capital Advisors
New York
$177K -$720K -11,360 -81%
FDCDDQ
699
Federation des caisses Desjardins du Quebec
Quebec, Canada
$162K +$6.08K +96 +4%
AIL
700
AGF Investments LLC
Ontario, Canada
$156K +$760 +12 +0.5%
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