We are live on ! Find out more
SRE icon

Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
IAM
701
Innovis Asset Management
Illinois
$263K +$14K +182 +6%
GVAG
702
Great Valley Advisor Group
Delaware
$263K -$402K -5,246 -60%
EFMC
703
Empire Financial Management Company
New York
$260K +$264K +3,444 New
WAP
704
Wealthcare Advisory Partners
Pennsylvania
$258K +$53.2K +694 +26%
CC
705
Centiva Capital
New York
$257K +$261K +3,404 New
AFCM
706
Applied Finance Capital Management
Puerto Rico
$256K +$27K +352 +12%
TWM
707
TriaGen Wealth Management
California
$255K – – –
WB
708
WesBanco Bank
West Virginia
$255K -$1.23K -16 -0.5%
CT
709
Colonial Trust
South Carolina
$253K +$26.4K +344 +11%
SWS
710
SYSTM Wealth Solutions
Illinois
$251K -$4.76K -62 -2%
BP
711
Ballentine Partners
Massachusetts
$250K -$54.9K -716 -18%
AAS
712
Ameritas Advisory Services
Nebraska
$250K +$254K +3,306 New
RCG
713
Regatta Capital Group
California
$250K – – –
AP
714
Atwood & Palmer
Missouri
$249K – – –
RB
715
Renasant Bank
Mississippi
$248K +$252K +3,284 New
NSIM
716
North Star Investment Management
Illinois
$248K -$79.8K -1,040 -24%
SIA
717
Schechter Investment Advisors
Michigan
$248K +$29.6K +386 +13%
RPC
718
Rossmore Private Capital
Connecticut
$246K – – –
TIMH
719
Tilt Investment Management Holdings
New York
$246K +$32.7K +426 +14%
OCBCO
720
Oversea-Chinese Banking Corp (OCBC)
Singapore
$245K -$56.2K -732 -18%
1SB
721
1ST Source Bank
Indiana
$245K -$14.4K -188 -5%
CWS
722
Confluence Wealth Services
Pennsylvania
$245K – – –
BCM
723
Brookstone Capital Management
Illinois
$243K -$41.4K -540 -15%
EWA
724
EverSource Wealth Advisors
Alabama
$242K +$24.9K +324 +11%
NP
725
NorthRock Partners
Minnesota
$242K -$112K -1,464 -31%
27 28
29
30 31