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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
926
Cherry Tree Wealth Management
Minnesota
$89.8K – – –
TF
927
Tompkins Financial
New York
$89.2K +$97.4K +1,250 New
POIA
928
Pin Oak Investment Advisors
Texas
$89K – – –
PCFFS
929
Pacific Center for Financial Services
California
$87.6K – – –
ATC
930
Adirondack Trust Company
New York
$83.5K – – –
CFO
931
CVA Family Office
Colorado
$81.5K +$5.92K +76 +7%
PFBT
932
Parkside Financial Bank & Trust
Missouri
$81.4K -$1.01K -13 -1%
ACA
933
American Capital Advisory
Idaho
$79.2K – – –
MG
934
Mather Group
Illinois
$79.2K +$6.23K +80 +8%
BCMLT
935
Beacon Capital Management LLC (Tennessee)
Tennessee
$77.8K +$78 +1 +0.1%
VWM
936
Valley Wealth Managers
New Jersey
$77.4K – – –
GG
937
Gleason Group
Kentucky
$77.2K +$623 +8 +0.7%
CCA
938
Catalyst Capital Advisors
New York
$75.1K -$2.73K -35 -3%
QC
939
Quent Capital
New York
$74.6K +$14K +180 +21%
PWMG
940
Prestige Wealth Management Group
New Jersey
$74.3K – – –
CAL
941
Capital Analysts LLC
Pennsylvania
$74K +$13.7K +176 +21%
SWM
942
Spire Wealth Management
Virginia
$73.2K +$24.7K +317 +45%
PPC
943
Park Place Capital
Alabama
$72.1K – – –
FRA
944
Front Row Advisors
California
$70.1K – – –
NSIM
945
North Star Investment Management
Illinois
$69.8K – – –
BFP
946
Briaud Financial Planning
Texas
$69K – – –
MA
947
MCF Advisors
Kentucky
$67.5K -$55.3K -710 -43%
CCMI
948
Creative Capital Management Investments
California
$66.2K – – –
PWMG
949
Private Wealth Management Group
New Jersey
$65.5K -$2.57K -33 -3%
DMBA
950
Deseret Mutual Benefit Administrators
Utah
$64.4K – – –
36 37
38
39 40