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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
876
Mission Wealth Management
California
$233K -$25.3K -289 -10%
NSAM
877
North Star Asset Management
Wisconsin
$233K -$4.99K -57 -2%
PG
878
Patten Group
Tennessee
$232K -$12.8K -146 -5%
MQWP
879
Morey & Quinn Wealth Partners
Nebraska
$232K +$232K +2,650 New
ICP
880
Impact Capital Partners
Colorado
$232K +$231K +2,643 New
LFA
881
Legacy Financial Advisors
Kentucky
$232K +$11K +126 +5%
SQA
882
Simon Quick Advisors
New Jersey
$231K +$231K +2,639 New
BAG
883
Bridgewealth Advisory Group
California
$231K +$2.71K +31 +1%
JJBC
884
James J. Burns & Company
New York
$228K – – –
PWAM
885
Pinnacle West Asset Management
Wyoming
$227K +$10.9K +125 +5%
CC
886
Corton Capital
Ontario, Canada
$227K +$226K +2,586 New
SRC
887
Stone Run Capital
New York
$226K – – –
ACM
888
Advisors Capital Management
New Jersey
$225K +$224K +2,564 New
LF
889
LifeSteps Financial
California
$225K – – –
PFM
890
Phillips Financial Management
Indiana
$225K +$14.4K +165 +7%
WI
891
Wintrust Investments
Illinois
$224K +$175 +2 +0.1%
AL
892
Aspiriant LLC
California
$224K -$9.45K -108 -4%
HFP
893
Holistic Financial Partners
Indiana
$221K +$263 +3 +0.1%
WA
894
WealthTrust Axiom
Pennsylvania
$221K – – –
SIA
895
Soltis Investment Advisors
Utah
$221K +$220K +2,515 New
B
896
Bailard
California
$220K -$4.03K -46 -2%
DA
897
Doliver Advisors
Texas
$220K +$7.18K +82 +3%
EWM
898
Empirical Wealth Management
Washington
$219K – – –
LWM
899
Liberty Wealth Management
California
$218K +$2.36K +27 +1%
FPCP
900
Fort Point Capital Partners
California
$218K +$2.8K +32 +1%
34 35
36
37 38