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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
726
Summit Financial
New Jersey
$387K +$99.9K +1,097 +34%
EWA
727
Etesian Wealth Advisors
Oregon
$386K -$9.11K -100 -2%
PG
728
Patten Group
Tennessee
$385K -$13.7K -150 -3%
SOW
729
State of Wyoming
Wyoming
$385K +$397K +4,355 New
FCM
730
Fieldview Capital Management
Michigan
$384K +$396K +4,352 New
AFW
731
Avantra Family Wealth
Pennsylvania
$382K +$9.74K +107 +3%
TAFW
732
Tred Avon Family Wealth
Maryland
$382K – – –
SWM
733
SeaCrest Wealth Management
New York
$379K +$1.46K +16 +0.4%
KFP
734
Kerr Financial Planning
California
$378K +$1.18K +13 +0.3%
MTI
735
Merrithew & Thorsten Inc
California
$378K +$391K +4,291 New
EH
736
Equitable Holdings
New York
$375K +$51.3K +563 +15%
LCM
737
Leisure Capital Management
California
$375K – – –
CCA
738
Childress Capital Advisors
Texas
$374K +$1.91K +21 +0.5%
RT
739
Rockland Trust
Massachusetts
$373K – – –
HDIM
740
Hanson & Doremus Investment Management
Vermont
$369K +$2.64K +29 +0.7%
MAA
741
Mraz Amerine & Associates
California
$368K – – –
OAM
742
Occidental Asset Management
California
$367K +$3K +33 +0.8%
WC
743
Whitney & Co
New York
$365K -$24.6K -270 -6%
HCM
744
Howard Capital Management
Georgia
$365K +$2K +22 +0.5%
LCWP
745
Legacy Capital Wealth Partners
Arkansas
$363K -$214K -2,353 -36%
PP
746
PDS Planning
Ohio
$362K +$5.28K +58 +1%
EWA
747
EverSource Wealth Advisors
Alabama
$360K -$6.46K -71 -2%
CF
748
Carter Financial
California
$360K +$371K +4,076 New
KI
749
KTF Investments
California
$358K +$369K +4,052 New
CWP
750
Cyndeo Wealth Partners
Florida
$356K -$8.2K -90 -2%
28 29
30
31 32