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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
701
Whitney & Co
New York
$397K -$16.2K -200 -4%
PW
702
PUREfi Wealth
Massachusetts
$396K +$49.6K +612 +16%
WA
703
Waddell & Associates
Tennessee
$394K – – –
FB
704
Fulton Bank
Pennsylvania
$394K -$2.35K -29 -0.7%
BB
705
Busey Bank
Illinois
$390K +$96.2K +1,188 +38%
TAFW
706
Tred Avon Family Wealth
Maryland
$389K +$350K +4,324 New
LCM
707
Leisure Capital Management
California
$382K – – –
RT
708
Rockland Trust
Massachusetts
$380K -$55.9K -690 -14%
AFW
709
Avantra Family Wealth
Pennsylvania
$380K +$342K +4,218 New
CCA
710
Childress Capital Advisors
Texas
$379K +$341K +4,214 New
PL
711
Plancorp LLC
Missouri
$377K +$5.02K +62 +2%
MAA
712
Mraz Amerine & Associates
California
$375K – – –
EWA
713
EverSource Wealth Advisors
Alabama
$373K -$42.9K -530 -11%
HDIM
714
Hanson & Doremus Investment Management
Vermont
$373K +$2.92K +36 +0.9%
WA1
715
Wimmer Associates 1
California
$372K – – –
CWP
716
Cyndeo Wealth Partners
Florida
$371K -$7.29K -90 -2%
OAM
717
Occidental Asset Management
California
$371K +$5.83K +72 +2%
EA
718
Everpar Advisors
Oklahoma
$371K -$5.18K -64 -2%
HCM
719
Howard Capital Management
Georgia
$370K +$10.7K +132 +3%
PAM
720
Panagora Asset Management
Massachusetts
$367K -$787K -9,724 -70%
PP
721
PDS Planning
Ohio
$363K +$11.3K +139 +4%
SWMP
722
Signature Wealth Management Partners
New Jersey
$362K – – –
JCFM
723
JBR Co Financial Management
Oklahoma
$360K – – –
SWRP
724
Summit Wealth & Retirement Planning
California
$359K – – –
ISFAN
725
Investor's Fiduciary Advisor Network
Washington
$358K -$33.5K -414 -9%
27 28
29
30 31