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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
851
Apella Capital
Connecticut
$240K +$213K +2,633 New
MQWP
852
Morey & Quinn Wealth Partners
Nebraska
$238K – – –
FMTC
853
Farmers & Merchants Trust Company
California
$238K -$12.3K -152 -5%
PI
854
PFG Investments
New York
$237K +$213K +2,636 New
BIAS
855
Beacon Investment Advisory Services
New Jersey
$237K +$213K +2,634 New
PWAM
856
Pinnacle West Asset Management
Wyoming
$236K +$212K +2,620 New
CFP
857
Catalyst Financial Partners
Massachusetts
$236K +$212K +2,620 New
CCA
858
Carrera Capital Advisors
Michigan
$233K -$53.7K -663 -20%
LFAS
859
Level Four Advisory Services
Texas
$232K -$46.9K -579 -18%
LF
860
LifeSteps Financial
California
$231K +$208K +2,564 New
C
861
Certuity
Florida
$231K +$208K +2,563 New
AWM
862
Aprio Wealth Management
Georgia
$230K +$207K +2,558 New
ACM
863
Advisors Capital Management
New Jersey
$230K -$17.7K -219 -8%
EFS
864
Essex Financial Services
Connecticut
$228K +$205K +2,534 New
KWA
865
Kingswood Wealth Advisors
California
$228K +$205K +2,532 New
LWM
866
Liberty Wealth Management
California
$228K +$205K +2,531 New
PFM
867
Phillips Financial Management
Indiana
$226K +$204K +2,513 New
RYIA
868
Roehl & Yi Investment Advisors
Oregon
$225K +$203K +2,501 New
SRC
869
Stone Run Capital
New York
$225K +$202K +2,500 New
PPWP
870
Premier Path Wealth Partners
New Jersey
$224K +$202K +2,491 New
GWM
871
Greenwich Wealth Management
Connecticut
$223K +$201K +2,481 New
TCM
872
Telos Capital Management
California
$222K +$200K +2,470 New
RCM
873
Requisite Capital Management
Texas
$220K +$198K +2,449 New
SEIA
874
Signature Estate & Investment Advisors
California
$219K +$197K +2,438 New
FAT
875
First American Trust
California
$218K -$51.9K -641 -21%
33 34
35
36 37