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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
726
Clearview Wealth Advisors
Oregon
$31K – – –
EWM
727
Evermay Wealth Management
Virginia
$31K +$32.3K +472 New
LCM
728
Logan Capital Management
Pennsylvania
$30K – – –
GWS
729
Glassman Wealth Services
Virginia
$29K +$1.51K +22 +5%
LJHT
730
Laurie J. Hall Trustee
$28K -$6.84K -100 -19%
EFSCE
731
Enterprise Financial Services Corp (EFSC)
Missouri
$27K – – –
CFA
732
Carroll Financial Associates
North Carolina
$27K +$5.61K +82 +24%
WQ
733
Wealth Quarterback
New Jersey
$27K +$27.5K +402 New
EIM
734
Essex Investment Management
Massachusetts
$26K – – –
MMG
735
Monetary Management Group
Missouri
$26K – – –
OIA
736
Optimum Investment Advisors
Illinois
$25K – – –
TFO
737
Tarbox Family Office
California
$24K – – –
DSC
738
Duncker Streett & Co
Missouri
$23K – – –
HFA
739
HC Financial Advisors
California
$22K – – –
EI
740
Ellevest Inc
New York
$22K +$14.4K +210 +164%
NC
741
NewSquare Capital
Pennsylvania
$22K +$22.4K +328 New
TFIPS
742
Towarzystwo Funduszy Inwestycyjnych PZU SA
$21.2K – – –
SIM
743
Sonora Investment Management
Arizona
$20K -$2.05K -30 -9%
CWC
744
Carolinas Wealth Consulting
North Carolina
$20K – – –
SL
745
Savior LLC
Massachusetts
$20K – – –
SCM
746
Silvant Capital Management
Georgia
$20K – – –
BWM
747
BerganKDV Wealth Management
Minnesota
$20K +$3.29K +48 +19%
PCM
748
Penserra Capital Management
California
$20K +$21.2K +310 New
TAIM
749
TD Ameritrade Investment Management
Nebraska
$19K +$3.83K +56 +24%
HDIM
750
Hanson & Doremus Investment Management
Vermont
$18K – – –
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30
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