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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
776
Evolve Private Wealth
California
$365K +$54.6K +597 +19%
FCM
777
Fieldview Capital Management
Michigan
$365K -$54.5K -596 -14%
VCM
778
Vivaldi Capital Management
Illinois
$364K +$1.92K +21 +0.6%
VA
779
VestGen Advisors
Illinois
$362K +$355K +3,879 New
PPWP
780
Premier Path Wealth Partners
New Jersey
$361K +$66.4K +726 +24%
SFG
781
Sather Financial Group
Texas
$361K – – –
WB
782
WesBanco Bank
West Virginia
$357K – – –
AW
783
Alteri Wealth
California
$354K +$1.28K +14 +0.4%
JCFM
784
JBR Co Financial Management
Oklahoma
$353K – – –
PFT
785
Providence First Trust
Arizona
$352K -$33.9K -370 -9%
MCC
786
Money Concepts Capital
Florida
$352K +$332K +3,623 New
WAP
787
Wealthcare Advisory Partners
Pennsylvania
$352K +$25.8K +282 +8%
CAU
788
Caxton Associates (UK)
$351K +$331K +3,612 New
DWT
789
Dorsey & Whitney Trust
South Dakota
$351K -$8.23K -90 -2%
FCH
790
Freestone Capital Holdings
Washington
$350K +$11.5K +126 +4%
UWM
791
Urban Wealth Management
California
$350K – – –
MF
792
Manchester Financial
California
$350K -$6.13K -67 -2%
CFO
793
Cambient Family Office
Michigan
$349K +$54.7K +598 +20%
SCTC
794
Sanibel Captiva Trust Company
Florida
$347K -$227K -2,478 -41%
BMWM
795
Brown Miller Wealth Management
Virginia
$346K – – –
SQA
796
Simon Quick Advisors
New Jersey
$346K -$28.7K -314 -8%
SIA
797
Soltis Investment Advisors
Utah
$345K +$42.4K +463 +15%
RT
798
Rockland Trust
Massachusetts
$342K -$63.9K -698 -17%
ISFAN
799
Investor's Fiduciary Advisor Network
Washington
$341K – – –
CWM
800
Centric Wealth Management
Illinois
$341K -$1.83K -20 -0.6%
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32
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