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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
726
Horrell Capital Management
Arkansas
$40K -$27.4K -400 -40%
MG
727
MilWealth Group
Wisconsin
$38.2K – – –
JWM
728
Janiczek Wealth Management
Colorado
$38K -$1.23K -18 -3%
CFO
729
CVA Family Office
Colorado
$38K +$684 +10 +2%
CBT
730
CoreFirst Bank & Trust
Kansas
$33K – – –
CWA
731
Clearview Wealth Advisors
Oregon
$31K – – –
EWM
732
Evermay Wealth Management
Virginia
$31K +$32.3K +472 New
LCM
733
Logan Capital Management
Pennsylvania
$30K – – –
GWS
734
Glassman Wealth Services
Virginia
$29K +$1.51K +22 +5%
LJHT
735
Laurie J. Hall Trustee
$28K -$6.84K -100 -19%
EFSCE
736
Enterprise Financial Services Corp (EFSC)
Missouri
$27K – – –
CFA
737
Carroll Financial Associates
North Carolina
$27K +$5.61K +82 +24%
WQ
738
Wealth Quarterback
New Jersey
$27K +$27.5K +402 New
EIM
739
Essex Investment Management
Massachusetts
$26K – – –
MMG
740
Monetary Management Group
Missouri
$26K – – –
OIA
741
Optimum Investment Advisors
Illinois
$25K – – –
TFO
742
Tarbox Family Office
California
$24K – – –
DSC
743
Duncker Streett & Co
Missouri
$23K – – –
HFA
744
HC Financial Advisors
California
$22K – – –
EI
745
Ellevest Inc
New York
$22K +$14.4K +210 +164%
NC
746
NewSquare Capital
Pennsylvania
$22K +$22.4K +328 New
TFIPS
747
Towarzystwo Funduszy Inwestycyjnych PZU SA
$21.2K – – –
SIM
748
Sonora Investment Management
Arizona
$20K -$2.05K -30 -9%
CWC
749
Carolinas Wealth Consulting
North Carolina
$20K – – –
SL
750
Savior LLC
Massachusetts
$20K – – –
28 29
30
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