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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
FCAS
901
First Command Advisory Services
Texas
$128K – – –
DIP
902
DT Investment Partners
Pennsylvania
$127K +$6.4K +80 +6%
KB
903
Kimelman & Baird
New York
$125K – – –
GPI
904
General Partner Inc
Pennsylvania
$121K – – –
WPWM
905
Western Pacific Wealth Management
Illinois
$119K -$14.6K -183 -11%
CAC
906
Core Alternative Capital
Georgia
$119K – – –
JFG
907
JDM Financial Group
Texas
$118K +$1.2K +15 +1%
RBC
908
Roble Belko & Company
Pennsylvania
$116K – – –
NMG
909
New Millennium Group
Utah
$114K -$25K -312 -19%
FAM
910
Flaharty Asset Management
Florida
$113K +$108K +1,350 New
HCP
911
Hexagon Capital Partners
Arkansas
$110K +$3.36K +42 +3%
PAS
912
Point72 Asia (Singapore)
Singapore
$109K -$104K -1,306 -50%
POIA
913
Pin Oak Investment Advisors
Texas
$106K – – –
CTWM
914
Cherry Tree Wealth Management
Minnesota
$105K – – –
MRCM
915
M&R Capital Management
New Jersey
$105K – – –
PCFFS
916
Pacific Center for Financial Services
California
$103K – – –
ATC
917
Adirondack Trust Company
New York
$97.8K – – –
IBOK
918
Independence Bank of Kentucky
Kentucky
$96.6K -$48K -600 -34%
ACA
919
American Capital Advisory
Idaho
$92.8K – – –
GWP
920
Gen-Wealth Partners
Michigan
$91.5K -$19.7K -246 -18%
BCMLT
921
Beacon Capital Management LLC (Tennessee)
Tennessee
$91K +$4.8K +60 +6%
VWM
922
Valley Wealth Managers
New Jersey
$90.7K -$4K -50 -4%
MCM
923
MV Capital Management
Maryland
$89.3K +$19K +237 +29%
GG
924
Gleason Group
Kentucky
$89.1K +$720 +9 +0.9%
FCM
925
Fourpath Capital Management
Oklahoma
$88.2K +$84.4K +1,055 New
35 36
37
38 39