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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
FCG
876
Financial Connections Group
California
$33K – – –
CAL
877
Capital Advisors Ltd
Ohio
$33K +$33K +440 +3,667%
SWM
878
Spire Wealth Management
Virginia
$32.3K -$10.5K -140 -24%
CSPIA
879
Cary Street Partners Investment Advisory
Virginia
$31.9K -$3.6K -48 -10%
WTG
880
West Tower Group
Virginia
$30.7K +$31.7K +422 New
WIM
881
Westside Investment Management
California
$29.1K +$7.51K +100 +33%
MMG
882
Monetary Management Group
Missouri
$29.1K – – –
WAM
883
Wolverine Asset Management
Illinois
$29.1K – – –
EIM
884
Essex Investment Management
Massachusetts
$28.4K – – –
CSWM
885
Cassady Schiller Wealth Management
Ohio
$28.2K +$29.1K +388 New
OIA
886
Optimum Investment Advisors
Illinois
$27.7K – – –
C
887
Covestor
United Kingdom
$27K -$451 -6 -2%
PP
888
PrairieView Partners
Minnesota
$27K – – –
GWM
889
Geneos Wealth Management
Colorado
$26.4K – – –
FFA
890
Farther Finance Advisors
California
$24.6K +$3K +40 +13%
ACM
891
Antonetti Capital Management
Florida
$24.4K – – –
CT
892
Cambridge Trust
Massachusetts
$24.3K – – –
AWM
893
Avior Wealth Management
Nebraska
$23K – – –
CWP
894
Concord Wealth Partners
Virginia
$22.8K +$4.36K +58 +23%
BAAM
895
Baker Avenue Asset Management
California
$22.1K -$46K -612 -67%
SCM
896
Silvant Capital Management
Georgia
$22.1K – – –
IPW
897
Impact Partnership Wealth
Georgia
$21.1K +$21.8K +290 New
HFM
898
Harvest Fund Management
China
$21K – – –
WP
899
WealthPLAN Partners
Nebraska
$19.2K -$8.56K -114 -30%
SWA
900
Sutton Wealth Advisors
Florida
$19.2K – – –
34 35
36
37 38