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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
EIG
726
Ellenbecker Investment Group
Wisconsin
$316K +$310K +4,173 New
MAA
727
Mraz Amerine & Associates
California
$316K +$80.1K +1,079 +35%
WA1
728
Wimmer Associates 1
California
$314K – – –
PL
729
Plancorp LLC
Missouri
$312K +$4.01K +54 +1%
FA
730
Financial Alternatives
California
$312K – – –
HDIM
731
Hanson & Doremus Investment Management
Vermont
$312K +$2.82K +38 +0.9%
OAM
732
Occidental Asset Management
California
$307K +$301K +4,052 New
EW
733
Elyxium Wealth
California
$306K +$15.1K +203 +5%
WAG
734
Wallace Advisory Group
California
$305K – – –
SWMP
735
Signature Wealth Management Partners
New Jersey
$305K – – –
HCM
736
Howard Capital Management
Georgia
$304K +$29.6K +399 +11%
CFAM
737
Center For Asset Management
Florida
$303K -$9.06K -122 -3%
JCFM
738
JBR Co Financial Management
Oklahoma
$303K – – –
SWRP
739
Summit Wealth & Retirement Planning
California
$302K +$296K +3,989 New
CPSAC
740
Chas P. Smith & Associates (CPS)
Florida
$300K +$4.23K +57 +1%
LFP
741
Lakeshore Financial Planning
Michigan
$298K +$520 +7 +0.2%
QL
742
Quarry LP
New York
$298K +$158K +2,129 +118%
PP
743
PDS Planning
Ohio
$295K +$22.1K +298 +8%
CWM
744
Centric Wealth Management
Illinois
$295K – – –
SB
745
Simmons Bank
Arkansas
$294K -$371 -5 -0.1%
VF
746
Virtu Financial
New York
$293K +$287K +3,866 New
DTC
747
Davidson Trust Company
Washington
$291K – – –
RIL
748
Rothschild Investment LLC
Illinois
$290K +$46.3K +624 +19%
TC
749
TwinBeech Capital
New York
$290K -$615K -8,279 -68%
MF
750
Manchester Financial
California
$289K -$6.98K -94 -2%
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30
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