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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
751
Kerr Financial Planning
California
$407K +$1.37K +15 +0.3%
WC
752
Whitney & Co
New York
$402K – – –
CWP
753
Cyndeo Wealth Partners
Florida
$397K +$4.3K +47 +1%
QT
754
Quantbot Technologies
New York
$397K +$373K +4,081 New
CF
755
Carter Financial
California
$396K – – –
CI
756
CX Institutional
Indiana
$393K +$40.4K +441 +12%
SWMP
757
Signature Wealth Management Partners
New Jersey
$391K – – –
EW
758
Elyxium Wealth
California
$389K +$5.76K +63 +2%
SWRP
759
Summit Wealth & Retirement Planning
California
$388K – – –
RCG
760
Ridge Creek Global
Ohio
$387K – – –
RCG
761
Regatta Capital Group
California
$387K – – –
BOC
762
Bull Oak Capital
California
$387K +$364K +3,978 New
KI
763
KTF Investments
California
$386K -$6.86K -75 -2%
RIL
764
Rothschild Investment LLC
Illinois
$386K +$28.3K +309 +8%
LCWP
765
Legacy Capital Wealth Partners
Arkansas
$382K -$15.6K -171 -4%
CPG
766
Cornerstone Planning Group
New Jersey
$382K +$5.31K +58 +1%
DWP
767
Daymark Wealth Partners
Ohio
$381K +$36.6K +400 +11%
WP
768
WealthSpring Partners
California
$381K +$92 +1 +0%
ZBNA
769
Zions Bancorporation, National Association
Utah
$379K -$803K -8,779 -69%
DF
770
Define Financial
California
$378K +$2.56K +28 +0.7%
FB
771
Fulton Bank
Pennsylvania
$373K – – –
MA
772
MONECO Advisors
Connecticut
$371K +$127K +1,391 +57%
HT
773
Headlands Technologies
Illinois
$370K +$348K +3,808 New
LWM
774
LJI Wealth Management
Indiana
$369K – – –
LFP
775
Lakeshore Financial Planning
Michigan
$368K -$14.3K -156 -4%
29 30
31
32 33