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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
801
Mission Wealth Management
California
$203K +$197K +2,664 New
DA
802
Dash Acquisitions
California
$202K +$192K +2,604 New
RCAG
803
Rehmann Capital Advisory Group
Michigan
$201K +$196K +2,646 New
CANY
804
Caxton Associates (New York)
New York
$201K +$195K +2,643 New
DA
805
Doliver Advisors
Texas
$201K +$195K +2,643 New
LFAS
806
Level Four Advisory Services
Texas
$201K +$195K +2,642 New
HAS
807
HBW Advisory Services
California
$201K +$195K +2,640 New
PP
808
PDS Planning
Ohio
$200K -$40.7K -551 -17%
AEPWM
809
Atlantic Edge Private Wealth Management
Florida
$199K +$13.3K +180 +7%
PAS
810
Point72 Asia (Singapore)
Singapore
$199K +$193K +2,610 New
FHA
811
First Horizon Advisors
Tennessee
$196K +$134K +1,814 +237%
MPWT
812
MassMutual Private Wealth & Trust
Connecticut
$184K -$370 -5 -0.2%
OP
813
ORG Partners
Indiana
$180K +$177K +2,400 New
RFS
814
Richardson Financial Services
Massachusetts
$176K -$13.3K -180 -7%
LC
815
Lindbrook Capital
California
$176K +$28K +379 +20%
PIM
816
Platinum Investment Management
Australia
$171K +$17.9K +242 +12%
WOSD
817
WFA of San Diego
California
$166K +$161K +2,184 New
FRA
818
Front Row Advisors
California
$165K – – –
HPC
819
HM Payson & Co
Maine
$163K – – –
GM
820
GeoWealth Management
Illinois
$162K +$52.3K +708 +50%
CT
821
Caldwell Trust
Florida
$157K -$9.61K -130 -6%
CH
822
Cromwell Holdings
Wyoming
$155K +$150K +2,026 New
HWA
823
Heritage Wealth Advisors
Virginia
$155K – – –
ME
824
McIlrath & Eck
Washington
$153K -$4.95K -67 -3%
NRG
825
Nemes Rush Group
Michigan
$152K – – –
31 32
33
34 35