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Sempra
SRE

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