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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
676
Cornerstone Wealth Management
Missouri
$379K +$31.6K +425 +9%
SAM
677
Smartleaf Asset Management
Massachusetts
$376K +$161K +2,170 +77%
FFA
678
First Foundation Advisors
California
$374K +$148 +2 +0%
FRA
679
Frank Rimerman Advisors
California
$373K -$38.7K -521 -10%
IC
680
IEQ Capital
California
$373K -$18K -242 -5%
RT
681
Rockland Trust
Massachusetts
$372K -$30.6K -412 -8%
AIA
682
AIMZ Investment Advisors
California
$372K – – –
QWP
683
Quotient Wealth Partners
Texas
$371K -$62.5K -842 -15%
IAN
684
Integrated Advisors Network
Texas
$370K +$114K +1,530 +46%
CPWA
685
Cerro Pacific Wealth Advisors
California
$369K -$3.42K -46 -0.9%
GVAG
686
Great Valley Advisor Group
Delaware
$368K -$7.2K -97 -2%
PA
687
PFG Advisors
Arizona
$368K +$15K +202 +4%
CAM
688
Chesapeake Asset Management
New York
$368K -$106K -1,430 -23%
WAM
689
Weatherly Asset Management
California
$366K -$11.1K -150 -3%
BBA
690
Baader Bank Aktiengesellschaft
Germany
$364K +$135K +1,816 +61%
SAMC
691
Spectrum Asset Management (California)
California
$363K +$2.08K +28 +0.6%
MHR
692
Matthew Hamilton Rosenberg
$363K +$49.5K +666 +16%
FFA
693
Farther Finance Advisors
California
$361K -$31.5K -424 -8%
CWS
694
Confluence Wealth Services
Pennsylvania
$359K – – –
SAI
695
Savvy Advisors Inc
New York
$359K +$18.6K +251 +6%
EFA
696
Edge Financial Advisors
Illinois
$355K +$3.19K +43 +0.9%
EWA
697
EverSource Wealth Advisors
Alabama
$355K +$38.1K +513 +12%
EWA
698
Etesian Wealth Advisors
Oregon
$353K – – –
PCA
699
Pallas Capital Advisors
Massachusetts
$352K -$55.3K -745 -14%
AFA
700
AA Financial Advisors
Ohio
$351K – – –
26 27
28
29 30