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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
VDI
851
Vaughan David Investments
Illinois
– -$211K -3,186 Closed
KW
852
KWB Wealth
California
– -$211K -3,180 Closed
QCM
853
Quest Capital Management
Texas
– -$210K -3,166 Closed
VVP
854
Venture Visionary Partners
Ohio
– -$207K -3,136 Closed
GIA
855
Gateway Investment Advisers
Ohio
– -$208K -3,134 Closed
WF
856
Welch & Forbes
Massachusetts
– -$207K -3,126 Closed
JC
857
Jacobs & Co
California
– -$205K -3,106 Closed
SCM
858
SOL Capital Management
Maryland
– -$201K -3,038 Closed
CCM
859
Coldstream Capital Management
Washington
– -$200K -3,026 Closed
TCOV
860
Trust Company of Vermont
Vermont
– -$180K -2,710 Closed
FWM
861
Focused Wealth Management
New York
– -$119K -1,800 Closed
PSIWM
862
Paradigm Strategies in Wealth Management
Minnesota
– -$107K -1,610 Closed
PA
863
Perennial Advisors
New York
– -$101K -1,522 Closed
BBL
864
Beck Bode LLC
Massachusetts
– -$87K -1,308 Closed
ETI
865
Enterprise Trust & Investment
California
– -$80K -1,202 Closed
CFO
866
CVA Family Office
Colorado
– -$38K -580 Closed
EFSCE
867
Enterprise Financial Services Corp (EFSC)
Missouri
– -$27K -410 Closed
SL
868
Savior LLC
Massachusetts
– -$20K -302 Closed
LWA
869
Lenox Wealth Advisors
New York
– -$15.7K -238 -98%
HFS
870
HBC Financial Services
Washington
– -$12K -200 Closed
PWP
871
Personal Wealth Partners
Minnesota
– -$9K -132 Closed
RDWM
872
Red Door Wealth Management
Tennessee
– -$8K -130 Closed
SB
873
Strategic Blueprint
Georgia
– -$7K -104 Closed
MWC
874
MBM Wealth Consultants
Missouri
– -$5K -82 Closed
KFP
875
KB Financial Partners
New Jersey
– -$4K -58 Closed
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