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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
726
Baystate Wealth Management
Massachusetts
$9K +$7.95K +112 +267%
AA
727
Ancora Advisors
Ohio
$9K +$11.9K +168 New
CFGS
728
Concourse Financial Group Securities
Alabama
$7K -$38K -536 -82%
PWMG
729
Prestige Wealth Management Group
New Jersey
$7K +$6.24K +88 +220%
AWA
730
Arkadios Wealth Advisors
Georgia
$6.57K – – –
ADL
731
Asset Dedication LLC
California
$6K – – –
JFGIW
732
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K – – –
TI
733
tru Independence
Oregon
$6K – – –
EWM
734
EPG Wealth Management
Georgia
$6K +$6.67K +94 New
BBHC
735
Brown Brothers Harriman & Co
New York
$5K -$57K -804 -89%
HWM
736
HighMark Wealth Management
Minnesota
$5K -$3.4K -48 -32%
LWANC
737
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K +$3.26K +46 +100%
WT
738
Washington Trust
Rhode Island
$5K +$5.67K +80 New
CFFP
739
Center for Financial Planning
Michigan
$4K -$41.1K -580 -90%
HI
740
Human Investing
Oregon
$4K – – –
RWM
741
Raffa Wealth Management
District of Columbia
$3.62K +$1.84K +26 +68%
UFF
742
USA Financial Formulas
Michigan
$3K -$2.35M -33,064 -100%
SQA
743
Simon Quick Advisors
New Jersey
$3K -$6.81K -96 -64%
CHC
744
City Holding Co
West Virginia
$3K -$3.97K -56 -48%
AP
745
Arlington Partners
Alabama
$3K – – –
CAC
746
Certified Advisory Corp
Florida
$3K – – –
RCA
747
Ranch Capital Advisors
Florida
$3K – – –
SWM
748
Sugarloaf Wealth Management
Georgia
$3K – – –
SNT
749
Security National Trust
West Virginia
$3K +$3.55K +50 New
KFI
750
Key Financial Inc
Pennsylvania
$3K +$3.83K +54 New
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