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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
HFP
851
Holistic Financial Partners
Indiana
$211K +$202K +2,521 New
CWS
852
Confluence Wealth Services
Pennsylvania
$211K +$201K +2,518 New
WA
853
WealthTrust Axiom
Pennsylvania
$211K +$201K +2,518 New
LFA
854
Legacy Financial Advisors
Kentucky
$210K +$201K +2,513 New
CWS
855
Cypress Wealth Services
California
$210K +$201K +2,509 New
LAM
856
L2 Asset Management
Massachusetts
$210K +$201K +2,509 New
EWM
857
Empirical Wealth Management
Washington
$209K -$60.5K -756 -23%
NPT
858
Nixon Peabody Trust
Massachusetts
$208K +$199K +2,492 New
C
859
CEDRUS
Colorado
$208K -$106K -1,322 -35%
GWM
860
Greenwich Wealth Management
Connecticut
$208K +$199K +2,489 New
PWAM
861
Pinnacle West Asset Management
Wyoming
$206K +$197K +2,460 New
LWM
862
Liberty Wealth Management
California
$205K +$196K +2,454 New
HWM
863
Howard Wealth Management
Connecticut
$205K +$196K +2,450 New
GC
864
Grimes & Company
Massachusetts
$205K +$196K +2,450 New
FPCP
865
Fort Point Capital Partners
California
$205K +$196K +2,448 New
DA
866
Doliver Advisors
Texas
$203K -$17.6K -220 -8%
BFG
867
Bouchey Financial Group
New York
$201K +$192K +2,401 New
AWA
868
Arbor Wealth Advisors
Michigan
$201K +$192K +2,406 New
NEI
869
Northwest & Ethical Investments
Ontario, Canada
$201K +$192K +2,400 New
CFM
870
Catalyst Funds Management
Australia
$201K +$88K +1,100 +85%
NAS
871
Nicolet Advisory Services
Wisconsin
$200K +$194K +2,429 New
PFM
872
Phillips Financial Management
Indiana
$200K +$192K +2,395 New
LC
873
Lindbrook Capital
California
$191K -$2.24K -28 -1%
SAM
874
Smartleaf Asset Management
Massachusetts
$186K +$93K +1,163 +109%
MPWT
875
MassMutual Private Wealth & Trust
Connecticut
$184K -$17.6K -220 -9%
33 34
35
36 37