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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
826
Apella Capital
Connecticut
$309K +$3.53K +38 +1%
WLG
827
Williamson Legacy Group
Indiana
$308K -$8.19K -88 -3%
WAP
828
Wealthcare Advisory Partners
Pennsylvania
$308K -$28.2K -303 -8%
SI
829
SimpliFi Inc
California
$307K +$2.14K +23 +0.7%
OAM
830
Oxford Asset Management
United Kingdom
$307K +$308K +3,310 New
SP
831
SmartHarvest Portfolios
Washington
$306K +$307K +3,305 New
AP
832
Atwood & Palmer
Missouri
$306K -$1.21K -13 -0.4%
TS
833
Tamar Securities
California
$303K – – –
MSFS
834
Main Street Financial Solutions
Pennsylvania
$302K +$303K +3,258 New
CWS
835
Cypress Wealth Services
California
$300K -$18.2K -196 -6%
AFG
836
Allegheny Financial Group
Pennsylvania
$297K – – –
NAS
837
NWF Advisory Services
California
$297K -$27.3K -294 -8%
EC
838
EdgeRock Capital
Colorado
$297K +$298K +3,200 New
EIG
839
Ellenbecker Investment Group
Wisconsin
$296K -$3.07K -33 -1%
WWM
840
Walser Wealth Management
Florida
$295K +$36K +387 +14%
HIP
841
HUB Investment Partners
Texas
$294K +$36.2K +389 +14%
TC
842
Trilogy Capital
California
$294K -$6.7K -72 -2%
KCP
843
Kera Capital Partners
California
$293K +$1.95K +21 +0.7%
CFO
844
Cambient Family Office
Michigan
$292K -$40.7K -438 -12%
ASG
845
Ariston Services Group
California
$292K +$293K +3,149 New
BBNB
846
Baker Boyer National Bank
Washington
$291K +$292K +3,137 New
SB
847
Simmons Bank
Arkansas
$288K -$2.51K -27 -0.9%
PTCG
848
Pring Turner Capital Group
California
$287K – – –
LWP
849
LeClair Wealth Partners
Ohio
$287K +$287K +3,091 New
DIM
850
Delta Investment Management
California
$286K +$1.67K +18 +0.6%
32 33
34
35 36