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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
776
Focus Partners Advisor Solutions
Missouri
$265K -$73.4K -918 -22%
BRA
777
Biechele Royce Advisors
Indiana
$262K – – –
OWM
778
OneAscent Wealth Management
Alabama
$261K +$248K +3,097 New
AEPWM
779
Atlantic Edge Private Wealth Management
Florida
$260K +$40K +500 +19%
MAA
780
Mraz Amerine & Associates
California
$258K -$120K -1,502 -33%
CI
781
CX Institutional
Indiana
$258K +$12.9K +161 +6%
BOS
782
Bank of Stockton
California
$257K – – –
WB
783
WesBanco Bank
West Virginia
$257K -$640 -8 -0.3%
WAP
784
Wealthcare Advisory Partners
Pennsylvania
$256K -$54.1K -677 -18%
IA
785
IFP Advisors
Florida
$255K -$11.1K -139 -4%
LSA
786
Leonteq Securities AG
Switzerland
$252K +$217K +2,708 +891%
IGGA
787
Iron Gate Global Advisors
Utah
$251K – – –
WSC
788
Wellington Shields & Co
New York
$251K – – –
VDI
789
Vaughan David Investments
Illinois
$250K – – –
BFA
790
Beaumont Financial Advisors
Massachusetts
$249K +$880 +11 +0.4%
LA
791
Legacy Advisors
Pennsylvania
$249K +$238K +2,973 New
EFS
792
Essex Financial Services
Connecticut
$248K +$233K +2,919 New
KIM
793
Kestra Investment Management
Texas
$247K +$236K +2,952 New
NWAG
794
Net Worth Advisory Group
Utah
$247K +$236K +2,950 New
MWM
795
Mission Wealth Management
California
$247K +$22.8K +285 +11%
SIA
796
Schechter Investment Advisors
Michigan
$246K +$20.2K +253 +9%
VF
797
Virtu Financial
New York
$246K +$235K +2,943 New
PI
798
Pachira Investments
California
$243K +$80 +1 +0%
SPA
799
Sherbrooke Park Advisers
New York
$242K +$232K +2,895 New
CCG
800
Cypress Capital Group
Florida
$241K +$231K +2,887 New
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