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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
851
Sound View Wealth Advisors Group
Georgia
$257K – – –
IPW
852
Impact Partnership Wealth
Georgia
$257K +$50K +549 +23%
IBOK
853
Independence Bank of Kentucky
Kentucky
$256K +$2.19K +24 +0.8%
4WM
854
44 Wealth Management
Oregon
$255K +$3.28K +36 +1%
SO
855
Sierra Ocean
California
$254K – – –
PSP
856
Pacific Sage Partners
Washington
$254K +$637 +7 +0.2%
HCM
857
Howland Capital Management
Massachusetts
$253K – – –
LIM
858
Leavell Investment Management
Alabama
$252K -$7.29K -80 -3%
WWM
859
Walser Wealth Management
Florida
$249K +$257K +2,823 New
KCP
860
Kera Capital Partners
California
$249K +$5.65K +62 +2%
6F
861
626 Financial
Michigan
$248K +$1.82K +20 +0.7%
GCM
862
Gallacher Capital Management
Colorado
$248K – – –
NSAM
863
North Star Asset Management
Wisconsin
$247K +$273 +3 +0.1%
BAG
864
Bridgewealth Advisory Group
California
$247K +$1.27K +14 +0.5%
OCM
865
One Capital Management
California
$246K -$69.7K -765 -22%
CT
866
Colonial Trust
South Carolina
$246K -$273 -3 -0.1%
AEPWM
867
Atlantic Edge Private Wealth Management
Florida
$245K -$4.64K -51 -2%
CAGAS
868
Capital Advisory Group Advisory Services
Minnesota
$244K – – –
WA
869
WealthTrust Axiom
Pennsylvania
$244K – – –
BFS
870
BridgePort Financial Solutions
Iowa
$242K +$1.64K +18 +0.7%
BP
871
Ballentine Partners
Massachusetts
$241K -$9.29K -102 -4%
NWP
872
NerdWallet Wealth Partners
New York
$241K – – –
NCTC
873
New Covenant Trust Company
Indiana
$240K – – –
FA
874
Fiduciary Alliance
South Carolina
$240K +$2.64K +29 +1%
CCC
875
Chesapeake Capital Corp
Florida
$239K +$246K +2,707 New
33 34
35
36 37