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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
JDLA
876
J. Derek Lewis & Associates
California
$270K +$27.5K +300 +12%
TLP
877
Trinity Legacy Partners
Texas
$269K -$18.1K -198 -7%
BFS
878
BridgePort Financial Solutions
Iowa
$269K +$2.75K +30 +1%
WA
879
WealthTrust Axiom
Pennsylvania
$269K +$732 +8 +0.3%
VIM
880
Vinva Investment Management
Australia
$268K -$305K -3,336 -55%
EGM
881
Engineers Gate Manager
New York
$267K +$252K +2,751 New
VFA
882
Valeo Financial Advisors
Indiana
$267K -$258K -2,815 -51%
OP
883
Oslo Pensjonsforsikring
$265K +$249K +2,725 New
BPAMU
884
BTG Pactual Asset Management US
New York
$264K +$249K +2,721 New
MPWT
885
MassMutual Private Wealth & Trust
Connecticut
$264K -$19.7K -215 -7%
IAS
886
Insigneo Advisory Services
Florida
$263K +$30.4K +332 +14%
OIMU
887
Osmosis Investment Management UK
United Kingdom
$263K +$247K +2,702 New
TWP
888
Triad Wealth Partners
Kansas
$262K +$29.8K +326 +14%
OCG
889
Opus Capital Group
Ohio
$262K +$915 +10 +0.4%
FA
890
Fiduciary Alliance
South Carolina
$260K +$1.01K +11 +0.4%
NCTC
891
New Covenant Trust Company
Indiana
$260K – – –
MWM
892
Modern Wealth Management
Kansas
$260K +$244K +2,667 New
MAA
893
Mraz Amerine & Associates
California
$259K -$137K -1,502 -36%
MQWP
894
Morey & Quinn Wealth Partners
Nebraska
$258K – – –
NWP
895
NerdWallet Wealth Partners
New York
$256K -$8.42K -92 -3%
7WCP
896
71 West Capital Partners
Massachusetts
$256K +$241K +2,636 New
BIAS
897
Beacon Investment Advisory Services
New Jersey
$256K – – –
PFM
898
Patton Fund Management
Texas
$256K +$20.7K +226 +9%
DA
899
Dash Acquisitions
California
$255K +$1.46K +16 +0.6%
GWM
900
Greenwich Wealth Management
Connecticut
$251K +$9.24K +101 +4%
34 35
36
37 38