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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
WA1
751
Wimmer Associates 1
California
$354K -$11.4K -125 -3%
JCFM
752
JBR Co Financial Management
Oklahoma
$353K – – –
PFT
753
Providence First Trust
Arizona
$353K +$364K +3,997 New
SWRP
754
Summit Wealth & Retirement Planning
California
$352K – – –
RCG
755
Ridge Creek Global
Ohio
$352K +$363K +3,987 New
RCG
756
Regatta Capital Group
California
$352K +$68.8K +756 +23%
LFP
757
Lakeshore Financial Planning
Michigan
$348K +$455 +5 +0.1%
EW
758
Elyxium Wealth
California
$348K -$3.55K -39 -1%
SPC
759
Sigma Planning Corp
Michigan
$347K -$2.55K -28 -0.7%
FWIA
760
Fort Washington Investment Advisors
Ohio
$346K +$16.1K +177 +5%
WP
761
WealthSpring Partners
California
$346K +$357K +3,919 New
CPG
762
Cornerstone Planning Group
New Jersey
$346K +$322K +3,541 +794%
SQA
763
Simon Quick Advisors
New Jersey
$342K +$353K +3,873 New
DF
764
Define Financial
California
$341K +$2.46K +27 +0.7%
FB
765
Fulton Bank
Pennsylvania
$339K -$49.5K -544 -12%
LWM
766
LJI Wealth Management
Indiana
$335K – – –
EWM
767
Empirical Wealth Management
Washington
$331K -$161K -1,773 -32%
VCM
768
Vivaldi Capital Management
Illinois
$329K +$2.91K +32 +0.9%
SFG
769
Sather Financial Group
Texas
$328K – – –
DWT
770
Dorsey & Whitney Trust
South Dakota
$327K +$35K +384 +12%
BCM
771
Brookstone Capital Management
Illinois
$324K +$62.2K +683 +23%
WB
772
WesBanco Bank
West Virginia
$324K -$215K -2,361 -39%
IC
773
IEQ Capital
California
$324K +$4.64K +51 +1%
RIL
774
Rothschild Investment LLC
Illinois
$324K +$11.3K +124 +4%
MF
775
Manchester Financial
California
$323K -$6.37K -70 -2%
29 30
31
32 33