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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
776
Summit Wealth & Retirement Planning
California
$370K – – –
BOC
777
Bull Oak Capital
California
$369K – – –
KI
778
KTF Investments
California
$369K – – –
GWP
779
Gateway Wealth Partners
Wisconsin
$368K -$210K -2,253 -36%
DF
780
Define Financial
California
$365K +$4.28K +46 +1%
PG
781
Patten Group
Tennessee
$364K -$43.6K -469 -11%
WP
782
WealthSpring Partners
California
$364K +$93 +1 +0%
RCG
783
Ridge Creek Global
Ohio
$363K -$6.51K -70 -2%
ETC
784
Exchange Traded Concepts
Oklahoma
$361K +$73.7K +792 +26%
ATPW
785
Ashton Thomas Private Wealth
Arizona
$360K +$361K +3,884 New
PPWP
786
Premier Path Wealth Partners
New Jersey
$360K +$15.9K +171 +5%
LCWP
787
Legacy Capital Wealth Partners
Arkansas
$360K -$5.02K -54 -1%
CCC
788
Chesapeake Capital Corp
Florida
$357K +$81.7K +878 +30%
ZBNA
789
Zions Bancorporation, National Association
Utah
$357K -$5.12K -55 -1%
RCG
790
Regatta Capital Group
California
$352K -$17.3K -186 -5%
LWM
791
LJI Wealth Management
Indiana
$352K – – –
LFP
792
Lakeshore Financial Planning
Michigan
$352K +$372 +4 +0.1%
IC
793
Inscription Capital
Texas
$349K +$350K +3,761 New
FB
794
Fulton Bank
Pennsylvania
$341K -$14.6K -157 -4%
CWM
795
Centric Wealth Management
Illinois
$341K – – –
MCC
796
Money Concepts Capital
Florida
$341K +$4.93K +53 +1%
WB
797
WesBanco Bank
West Virginia
$341K – – –
AW
798
Alteri Wealth
California
$337K -$558 -6 -0.2%
CC
799
Centiva Capital
New York
$337K +$100K +1,078 +42%
MFWP
800
Mosaic Family Wealth Partners
Missouri
$337K +$338K +3,637 New
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