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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
901
Inspire Advisors
Idaho
$224K +$15.2K +167 +7%
RYIA
902
Roehl & Yi Investment Advisors
Oregon
$222K +$911 +10 +0.4%
B
903
Bailard
California
$221K +$24.4K +268 +12%
TC
904
TwinBeech Capital
New York
$220K +$227K +2,491 New
AAG
905
Asset Advisory Group
New Jersey
$220K +$227K +2,488 New
GWM
906
Greenwich Wealth Management
Connecticut
$219K – – –
JDLA
907
J. Derek Lewis & Associates
California
$219K +$226K +2,477 New
RPGK
908
Retirement Planning Group (Kansas)
Kansas
$218K +$17.9K +197 +9%
TCM
909
Telos Capital Management
California
$218K – – –
NWMG
910
National Wealth Management Group
Ohio
$218K +$225K +2,470 New
SEIA
911
Signature Estate & Investment Advisors
California
$218K +$2.37K +26 +1%
TSMHT
912
Thurston Springer Miller Herd & Titak
Indiana
$217K +$162K +1,782 +264%
RFS
913
Richardson Financial Services
Massachusetts
$215K +$5.65K +62 +3%
MA
914
MONECO Advisors
Connecticut
$214K +$1.46K +16 +0.7%
SIC
915
Sterling Investment Counsel
New York
$213K +$221K +2,424 New
PFM
916
Patton Fund Management
Texas
$213K -$49.2K -540 -18%
AWA
917
Arbor Wealth Advisors
Michigan
$212K – – –
HWM
918
Howard Wealth Management
Connecticut
$212K – – –
BWP
919
BSW Wealth Partners
Colorado
$212K +$218K +2,399 New
MA
920
Montag & Associates
Georgia
$211K +$34.1K +375 +19%
KW
921
KWB Wealth
California
$210K +$217K +2,383 New
LWM
922
Lodestone Wealth Management
Washington
$210K – – –
IAS
923
Insigneo Advisory Services
Florida
$210K -$75.1K -825 -26%
TWP
924
Triad Wealth Partners
Kansas
$210K +$216K +2,374 New
VCM
925
Vision Capital Management
Oregon
$210K – – –
35 36
37
38 39