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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
726
Ellis Investment Partners
Pennsylvania
$12K +$11.9K +170 New
CFG
727
Citizens Financial Group
Rhode Island
$11K +$10.1K +144 New
BCI
728
Brinker Capital Investments
Pennsylvania
$11K +$10.8K +154 New
HR
729
Howe & Rusling
New York
$10K – – –
SFSIG
730
San Francisco Sentry Investment Group
California
$10K +$280 +4 +3%
JFGIW
731
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10K +$6.72K +96 +240%
CHC
732
City Holding Co
West Virginia
$9K – – –
BWM
733
Baystate Wealth Management
Massachusetts
$9K +$140 +2 +2%
AIC
734
Ameritas Investment Company
Nebraska
$9K +$8.4K +120 New
BAMG
735
Brand Asset Management Group
Missouri
$8K – – –
ADL
736
Asset Dedication LLC
California
$7K – – –
JAM
737
JCIC Asset Management
Ontario, Canada
$7K – – –
WCM
738
Whitener Capital Management
North Carolina
$7K +$7K +100 New
EWA
739
Evolution Wealth Advisors
Florida
$6K – – –
HI
740
Human Investing
Oregon
$6K – – –
WEC
741
Winslow Evans & Crocker
Massachusetts
$6K – – –
BFC
742
Bedel Financial Consulting
Indiana
$6K +$5.46K +78 New
GWS
743
Glassman Wealth Services
Virginia
$5K +$1.54K +22 +55%
LWM
744
Lenox Wealth Management
Ohio
$3K – – –
TFGT
745
TS Financial Group (TSFG)
Illinois
$3K – – –
TFS
746
TrustCore Financial Services
Tennessee
$3K +$2.8K +40 New
LWANC
747
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K +$3.22K +46 New
RWM
748
Raffa Wealth Management
District of Columbia
$2.81K +$2.66K +38 New
LGWM
749
Litman Gregory Wealth Management
California
$2K -$1.54K -22 -48%
CMBA
750
C.M. Bidwell & Associates
Hawaii
$2K – – –
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