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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
851
LeClair Wealth Partners
Ohio
$287K +$287K +3,091 New
DIM
852
Delta Investment Management
California
$286K +$1.67K +18 +0.6%
DWM
853
Destination Wealth Management
California
$286K +$89.1K +958 +45%
PA
854
ProCore Advisors
California
$286K – – –
BS
855
Banco Santander
Spain
$285K +$286K +3,074 New
VFA
856
Valeo Financial Advisors
Indiana
$284K +$30.1K +324 +12%
HH
857
Hilltop Holdings
Texas
$284K -$115K -1,235 -29%
CFAM
858
Center For Asset Management
Florida
$283K -$6.32K -68 -2%
AWM
859
Aprio Wealth Management
Georgia
$283K -$7.91K -85 -3%
DTC
860
Davidson Trust Company
Washington
$283K -$8.93K -96 -3%
BFA
861
Beaumont Financial Advisors
Massachusetts
$282K -$1.21K -13 -0.4%
SWM
862
SeaCrest Wealth Management
New York
$282K -$126K -1,352 -31%
MAG
863
Meadowbrook Advisors Group
New Jersey
$280K +$281K +3,023 New
CSF
864
Capital Squared Financial
Maryland
$279K +$1.12K +12 +0.4%
HCM
865
Hodges Capital Management
Texas
$278K – – –
IGGA
866
Iron Gate Global Advisors
Utah
$278K – – –
WSC
867
Wellington Shields & Co
New York
$278K – – –
VDI
868
Vaughan David Investments
Illinois
$277K – – –
IAS
869
Insigneo Advisory Services
Florida
$277K +$25.9K +278 +10%
CI
870
Conning Inc
Connecticut
$277K – – –
CWMA
871
Capstone Wealth Management (Alabama)
Alabama
$276K +$277K +2,982 New
B
872
Bailard
California
$276K +$39.9K +429 +17%
RWP
873
RWA Wealth Partners
Massachusetts
$275K – – –
OCM
874
One Capital Management
California
$275K – – –
IPW
875
Impact Partnership Wealth
Georgia
$273K -$4.56K -49 -2%
33 34
35
36 37