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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
676
Hartford Funds Management
Pennsylvania
$302K +$39.5K +526 +15%
SIM
677
Sentry Investment Management
Wisconsin
$302K – – –
VBWMG
678
Von Berge Wealth Management Group
California
$299K – – –
CI
679
Conning Inc
Connecticut
$297K -$34.5K -460 -10%
TCA
680
Transcend Capital Advisors
New Jersey
$295K +$11.7K +156 +4%
PCM
681
Penserra Capital Management
California
$294K +$304K +4,046 +11,239%
AFCM
682
Applied Finance Capital Management
Puerto Rico
$293K +$47.9K +638 +19%
SWMP
683
Signature Wealth Management Partners
New Jersey
$293K – – –
6F
684
626 Financial
Michigan
$289K +$2.1K +28 +0.7%
SAM
685
Sompo Asset Management
Japan
$287K +$4.51K +60 +2%
MOS
686
MGO One Seven
Ohio
$287K -$42.4K -564 -13%
KWM
687
Kingsview Wealth Management
Oregon
$287K -$387K -5,150 -57%
OFG
688
Omega Financial Group
California
$286K – – –
CPG
689
Cornerstone Planning Group
New Jersey
$286K +$295K +3,928 New
DWMG
690
DB Wealth Management Group
California
$285K – – –
CPSAC
691
Chas P. Smith & Associates (CPS)
Florida
$284K -$7.96K -106 -3%
SCM
692
Shelton Capital Management
Colorado
$282K -$6.31K -84 -2%
DTC
693
Davidson Trust Company
Washington
$280K – – –
APP
694
Avantax Planning Partners
Iowa
$280K +$5.26K +70 +2%
OWA
695
Octavia Wealth Advisors
Ohio
$280K – – –
CCM
696
Check Capital Management
California
$277K – – –
LWM
697
LJI Wealth Management
Indiana
$276K – – –
WOSD
698
WFA of San Diego
California
$273K -$1.17M -15,636 -81%
OAM
699
Oak Asset Management
California
$273K -$54.1K -720 -16%
LF
700
LifeSteps Financial
California
$272K -$751 -10 -0.3%
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