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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
701
Chesapeake Wealth Management
Virginia
$360K -$9.74K -125 -2%
AFW
702
Avantra Family Wealth
Pennsylvania
$359K -$53.6K -688 -12%
VW
703
Vance Wealth
California
$359K -$28.8K -370 -7%
WAM
704
Weatherly Asset Management
California
$356K +$3.35K +43 +0.9%
CAM
705
Centre Asset Management
New York
$356K +$12.3K +158 +3%
GVAG
706
Great Valley Advisor Group
Delaware
$354K +$33.5K +430 +10%
PIA
707
Perennial Investment Advisors
California
$353K -$9.58K -123 -2%
FFA
708
First Foundation Advisors
California
$352K -$7.17K -92 -2%
DT
709
Diversified Trust
Tennessee
$351K -$40.8K -524 -10%
AIA
710
AIMZ Investment Advisors
California
$350K – – –
CWS
711
Confluence Wealth Services
Pennsylvania
$347K +$172K +2,214 +88%
OWP
712
Obermeyer Wealth Partners
Colorado
$347K -$48.4K -621 -11%
SAMC
713
Spectrum Asset Management (California)
California
$343K -$32.6K -419 -8%
BC
714
Bridgefront Capital
Texas
$343K +$374K +4,802 New
CAI
715
Capital Advisors Inc
Oklahoma
$337K +$156 +2 +0%
DTL
716
Dynamic Technology Lab
Singapore
$334K +$364K +4,673 New
FHA
717
First Horizon Advisors
Tennessee
$333K +$156K +2,001 +75%
EWA
718
Etesian Wealth Advisors
Oregon
$333K +$5.45K +70 +2%
A
719
AlphaQuest
New York
$333K +$363K +4,660 New
MW
720
Marcum Wealth
Ohio
$332K +$23.8K +305 +7%
PA
721
PFG Advisors
Arizona
$332K +$170K +2,181 +88%
EFA
722
Edge Financial Advisors
Illinois
$331K +$2.88K +37 +0.8%
AC
723
AXQ Capital
New Jersey
$331K +$361K +4,638 New
AFA
724
AA Financial Advisors
Ohio
$331K +$24K +308 +7%
WC
725
Whitney & Co
New York
$329K -$21.3K -274 -6%
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