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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
GCP
701
GSA Capital Partners
United Kingdom
$361K +$394K +5,055 New
CWM
702
Chesapeake Wealth Management
Virginia
$360K -$9.74K -125 -2%
AFW
703
Avantra Family Wealth
Pennsylvania
$359K -$53.6K -688 -12%
VW
704
Vance Wealth
California
$359K -$28.8K -370 -7%
WAM
705
Weatherly Asset Management
California
$356K +$3.35K +43 +0.9%
CAM
706
Centre Asset Management
New York
$356K +$12.3K +158 +3%
GVAG
707
Great Valley Advisor Group
Delaware
$354K +$33.5K +430 +10%
PIA
708
Perennial Investment Advisors
California
$353K -$9.58K -123 -2%
FFA
709
First Foundation Advisors
California
$352K -$7.17K -92 -2%
DT
710
Diversified Trust
Tennessee
$351K -$40.8K -524 -10%
AIA
711
AIMZ Investment Advisors
California
$350K – – –
CWS
712
Confluence Wealth Services
Pennsylvania
$347K +$172K +2,214 +88%
OWP
713
Obermeyer Wealth Partners
Colorado
$347K -$48.4K -621 -11%
SAMC
714
Spectrum Asset Management (California)
California
$343K -$32.6K -419 -8%
BC
715
Bridgefront Capital
Texas
$343K +$374K +4,802 New
CAI
716
Capital Advisors Inc
Oklahoma
$337K +$156 +2 +0%
DTL
717
Dynamic Technology Lab
Singapore
$334K +$364K +4,673 New
FHA
718
First Horizon Advisors
Tennessee
$333K +$156K +2,001 +75%
EWA
719
Etesian Wealth Advisors
Oregon
$333K +$5.45K +70 +2%
A
720
AlphaQuest
New York
$333K +$363K +4,660 New
MW
721
Marcum Wealth
Ohio
$332K +$23.8K +305 +7%
PA
722
PFG Advisors
Arizona
$332K +$170K +2,181 +88%
EFA
723
Edge Financial Advisors
Illinois
$331K +$2.88K +37 +0.8%
AC
724
AXQ Capital
New Jersey
$331K +$361K +4,638 New
AFA
725
AA Financial Advisors
Ohio
$331K +$24K +308 +7%
27 28
29
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