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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
AFCM
726
Applied Finance Capital Management
Puerto Rico
$285K -$932 -13 -0.3%
LFP
727
Lakeshore Financial Planning
Michigan
$285K -$72 -1 -0%
IA
728
IFP Advisors
Florida
$285K -$52.6K -734 -16%
C
729
CEDRUS
Colorado
$284K -$51K -711 -15%
FAT
730
First American Trust
California
$281K +$280K +3,910 New
CPG
731
Cornerstone Planning Group
New Jersey
$281K +$1K +14 +0.4%
MHR
732
Matthew Hamilton Rosenberg
$281K -$26.8K -374 -9%
LSAG
733
Lake Street Advisors Group
New Hampshire
$281K -$430 -6 -0.2%
SP
734
Symmetry Partners
Connecticut
$279K – – –
MW
735
Marcum Wealth
Ohio
$279K +$2.15K +30 +0.8%
PP
736
Patten & Patten
Tennessee
$278K +$30.4K +424 +12%
WSTAM
737
Wilbanks Smith & Thomas Asset Management
Virginia
$278K -$5.09K -71 -2%
SSA
738
Sierra Summit Advisors
Nevada
$278K -$24.6K -343 -8%
1SB
739
1ST Source Bank
Indiana
$278K – – –
DTC
740
Davidson Trust Company
Washington
$277K – – –
BP
741
Ballentine Partners
Massachusetts
$274K -$27.7K -387 -9%
LWM
742
LJI Wealth Management
Indiana
$274K +$1.29K +18 +0.5%
CA
743
Continuum Advisory
Idaho
$274K -$89.4K -1,247 -26%
CCM
744
Check Capital Management
California
$273K – – –
LF
745
LifeSteps Financial
California
$268K – – –
SCM
746
Shelton Capital Management
Colorado
$267K – – –
AIC
747
Archer Investment Corporation
Indiana
$267K +$216K +3,010 +426%
CAGAS
748
Capital Advisory Group Advisory Services
Minnesota
$267K – – –
BEI
749
Benjamin Edwards Inc
Missouri
$265K +$115K +1,605 +77%
FTWA
750
Fifth Third Wealth Advisors
Ohio
$264K +$263K +3,676 New
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30
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