We are live on ! Find out more
SRE icon

Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
RYIA
901
Roehl & Yi Investment Advisors
Oregon
$222K +$911 +10 +0.4%
B
902
Bailard
California
$221K +$24.4K +268 +12%
TC
903
TwinBeech Capital
New York
$220K +$227K +2,491 New
AAG
904
Asset Advisory Group
New Jersey
$220K +$227K +2,488 New
GWM
905
Greenwich Wealth Management
Connecticut
$219K – – –
JDLA
906
J. Derek Lewis & Associates
California
$219K +$226K +2,477 New
RPGK
907
Retirement Planning Group (Kansas)
Kansas
$218K +$17.9K +197 +9%
TCM
908
Telos Capital Management
California
$218K – – –
NWMG
909
National Wealth Management Group
Ohio
$218K +$225K +2,470 New
SEIA
910
Signature Estate & Investment Advisors
California
$218K +$2.37K +26 +1%
TSMHT
911
Thurston Springer Miller Herd & Titak
Indiana
$217K +$162K +1,782 +264%
RFS
912
Richardson Financial Services
Massachusetts
$215K +$5.65K +62 +3%
MA
913
MONECO Advisors
Connecticut
$214K +$1.46K +16 +0.7%
SIC
914
Sterling Investment Counsel
New York
$213K +$221K +2,424 New
PFM
915
Patton Fund Management
Texas
$213K -$49.2K -540 -18%
AWA
916
Arbor Wealth Advisors
Michigan
$212K – – –
HWM
917
Howard Wealth Management
Connecticut
$212K – – –
BWP
918
BSW Wealth Partners
Colorado
$212K +$218K +2,399 New
MA
919
Montag & Associates
Georgia
$211K +$34.1K +375 +19%
KW
920
KWB Wealth
California
$210K +$217K +2,383 New
LWM
921
Lodestone Wealth Management
Washington
$210K – – –
IAS
922
Insigneo Advisory Services
Florida
$210K -$75.1K -825 -26%
TWP
923
Triad Wealth Partners
Kansas
$210K +$216K +2,374 New
VCM
924
Vision Capital Management
Oregon
$210K – – –
MWM
925
Mission Wealth Management
California
$209K -$38.4K -422 -15%
35 36
37
38 39