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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
726
Glassman Wealth Services
Virginia
$27K -$154K -2,474 -86%
CMA
727
Cedar Mountain Advisors
Oregon
$27K – – –
EWM
728
Endurance Wealth Management
Rhode Island
$27K – – –
MMG
729
Monetary Management Group
Missouri
$27K – – –
EFSCE
730
Enterprise Financial Services Corp (EFSC)
Missouri
$27K +$746 +12 +3%
EIM
731
Essex Investment Management
Massachusetts
$26K – – –
OIA
732
Optimum Investment Advisors
Illinois
$25K -$37.3K -600 -61%
TFO
733
Tarbox Family Office
California
$24K – – –
SLF
734
Sun Life Financial
Ontario, Canada
$24K +$1.24K +20 +6%
DSC
735
Duncker Streett & Co
Missouri
$23K – – –
CFA
736
Carroll Financial Associates
North Carolina
$22K -$57.8K -930 -73%
HFA
737
HC Financial Advisors
California
$22K – – –
SIM
738
Sonora Investment Management
Arizona
$22K – – –
CIA
739
CSat Investment Advisory
Michigan
$22K +$4.98K +80 +32%
TFIPS
740
Towarzystwo Funduszy Inwestycyjnych PZU SA
$21.2K – – –
HDIM
741
Hanson & Doremus Investment Management
Vermont
$20K – – –
OC
742
Oakworth Capital
Alabama
$20K – – –
SL
743
Savior LLC
Massachusetts
$20K – – –
SCM
744
Silvant Capital Management
Georgia
$20K – – –
CWC
745
Carolinas Wealth Consulting
North Carolina
$20K +$622 +10 +3%
BC
746
Bartlett & Co
Ohio
$17K – – –
BWM
747
BerganKDV Wealth Management
Minnesota
$17K – – –
EW
748
Evoke Wealth
California
$17K – – –
BCWM
749
Bartlett & Co Wealth Management
Ohio
$16.7K – – –
FC
750
FORA Capital
Florida
$16K -$24.4K -392 -63%
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30
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