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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
BFP
926
Briaud Financial Planning
Texas
$74K – – –
MA
927
MCF Advisors
Kentucky
$71.6K – – –
CCMI
928
Creative Capital Management Investments
California
$70.3K – – –
DMBA
929
Deseret Mutual Benefit Administrators
Utah
$68.3K – – –
OP
930
ORG Partners
Indiana
$68.1K +$1.26K +17 +2%
SS
931
SBI Securities
Japan
$67.4K +$1.86K +25 +3%
OCM
932
Orion Capital Management
California
$66.1K – – –
PPC
933
Park Place Capital
Alabama
$65.2K -$11.4K -154 -15%
CAL
934
Capital Analysts LLC
Pennsylvania
$65K -$13.1K -176 -17%
WB
935
Webster Bank
Connecticut
$63.7K -$1.56K -21 -2%
PCFFS
936
Pacific Center for Financial Services
California
$63K -$29.4K -396 -32%
MCM
937
MV Capital Management
Maryland
$60.8K +$1.04K +14 +2%
LWCFA
938
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$60.6K -$891 -12 -1%
MWA
939
Medallion Wealth Advisors
Connecticut
$60.4K +$371 +5 +0.6%
VCM
940
Versant Capital Management
Arizona
$59K +$14.4K +194 +33%
CSP
941
Cary Street Partners
Virginia
$58.4K +$25.2K +339 +78%
UBP
942
Union Bancaire Privee
Switzerland
$57.3K -$941K -12,670 -94%
GM
943
GeoWealth Management
Illinois
$56.9K -$4.16K -56 -7%
MSWM
944
Mowery & Schoenfeld Wealth Management
Illinois
$53.4K – – –
ST
945
Smithfield Trust
Pennsylvania
$53K – – –
TFIPS
946
Towarzystwo Funduszy Inwestycyjnych PZU SA
$51.5K – – –
TFA
947
Toth Financial Advisory
Virginia
$51.3K +$445 +6 +0.9%
BC
948
Barrett & Company
Rhode Island
$50.6K +$49.6K +668 New
SWM
949
Spire Wealth Management
Virginia
$50K -$27.3K -367 -36%
TCOV
950
Trust Company of Vermont
Vermont
$49.4K -$3.86K -52 -7%
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