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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
WA1
826
Wimmer Associates 1
California
$310K – – –
AC
827
Apella Capital
Connecticut
$309K +$3.53K +38 +1%
WLG
828
Williamson Legacy Group
Indiana
$308K -$8.19K -88 -3%
WAP
829
Wealthcare Advisory Partners
Pennsylvania
$308K -$28.2K -303 -8%
SI
830
SimpliFi Inc
California
$307K +$2.14K +23 +0.7%
OAM
831
Oxford Asset Management
United Kingdom
$307K +$308K +3,310 New
SP
832
SmartHarvest Portfolios
Washington
$306K +$307K +3,305 New
AP
833
Atwood & Palmer
Missouri
$306K -$1.21K -13 -0.4%
TS
834
Tamar Securities
California
$303K – – –
MSFS
835
Main Street Financial Solutions
Pennsylvania
$302K +$303K +3,258 New
CWS
836
Cypress Wealth Services
California
$300K -$18.2K -196 -6%
AFG
837
Allegheny Financial Group
Pennsylvania
$297K – – –
NAS
838
NWF Advisory Services
California
$297K -$27.3K -294 -8%
EC
839
EdgeRock Capital
Colorado
$297K +$298K +3,200 New
EIG
840
Ellenbecker Investment Group
Wisconsin
$296K -$3.07K -33 -1%
WWM
841
Walser Wealth Management
Florida
$295K +$36K +387 +14%
HIP
842
HUB Investment Partners
Texas
$294K +$36.2K +389 +14%
TC
843
Trilogy Capital
California
$294K -$6.7K -72 -2%
KCP
844
Kera Capital Partners
California
$293K +$1.95K +21 +0.7%
CFO
845
Cambient Family Office
Michigan
$292K -$40.7K -438 -12%
ASG
846
Ariston Services Group
California
$292K +$293K +3,149 New
BBNB
847
Baker Boyer National Bank
Washington
$291K +$292K +3,137 New
SB
848
Simmons Bank
Arkansas
$288K -$2.51K -27 -0.9%
CPSAC
849
Chas P. Smith & Associates (CPS)
Florida
$287K – – –
PTCG
850
Pring Turner Capital Group
California
$287K – – –
32 33
34
35 36