We are live on ! Find out more
SRE icon

Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
CPSAC
776
Chas P. Smith & Associates (CPS)
Florida
$278K – – –
SWM
777
SeaCrest Wealth Management
New York
$277K -$7.17K -92 -2%
SB
778
Simmons Bank
Arkansas
$277K – – –
DTC
779
Davidson Trust Company
Washington
$274K -$545 -7 -0.2%
GKWIM
780
Gerber Kawasaki Wealth & Investment Management
California
$274K +$2.18K +28 +0.7%
EW
781
Elyxium Wealth
California
$274K +$299K +3,833 New
LWM
782
LJI Wealth Management
Indiana
$272K +$779 +10 +0.3%
WLG
783
Williamson Legacy Group
Indiana
$271K -$8.18K -105 -3%
SF
784
Summit Financial
New Jersey
$271K -$10.9K -140 -4%
AIC
785
Archer Investment Corporation
Indiana
$269K – – –
CFO
786
Callan Family Office
Pennsylvania
$269K -$8.18K -105 -3%
SA
787
Sovran Advisors
California
$266K +$28.7K +368 +11%
IAIM
788
International Assets Investment Management
Florida
$262K +$287K +3,678 New
GL
789
Graypoint LLC
New York
$261K -$65.1K -836 -19%
CWM
790
Centric Wealth Management
Illinois
$258K – – –
EH
791
Equitable Holdings
New York
$257K +$41.2K +529 +17%
DIM
792
Delta Investment Management
California
$257K +$281K +3,604 New
DF
793
Define Financial
California
$257K +$83.2K +1,068 +40%
PP
794
PDS Planning
Ohio
$257K -$50K -642 -15%
CFAM
795
Center For Asset Management
Florida
$256K +$4.05K +52 +1%
CA
796
Continuum Advisory
Idaho
$256K -$9.04K -116 -3%
HCM
797
Howard Capital Management
Georgia
$256K -$42.8K -549 -13%
AWM
798
Aviso Wealth Management
Washington
$254K -$3.43K -44 -1%
BMWM
799
Brown Miller Wealth Management
Virginia
$254K +$99.6K +1,278 +56%
NAS
800
NWF Advisory Services
California
$251K -$108K -1,384 -28%
30 31
32
33 34