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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
926
MCF Advisors
Kentucky
$71.6K – – –
CCMI
927
Creative Capital Management Investments
California
$70.3K – – –
DMBA
928
Deseret Mutual Benefit Administrators
Utah
$68.3K – – –
OP
929
ORG Partners
Indiana
$68.1K +$1.26K +17 +2%
SS
930
SBI Securities
Japan
$67.4K +$1.86K +25 +3%
OCM
931
Orion Capital Management
California
$66.1K – – –
PPC
932
Park Place Capital
Alabama
$65.2K -$11.4K -154 -15%
CAL
933
Capital Analysts LLC
Pennsylvania
$65K -$13.1K -176 -17%
WB
934
Webster Bank
Connecticut
$63.7K -$1.56K -21 -2%
PCFFS
935
Pacific Center for Financial Services
California
$63K -$29.4K -396 -32%
MCM
936
MV Capital Management
Maryland
$60.8K +$1.04K +14 +2%
LWCFA
937
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$60.6K -$891 -12 -1%
MWA
938
Medallion Wealth Advisors
Connecticut
$60.4K +$371 +5 +0.6%
VCM
939
Versant Capital Management
Arizona
$59K +$14.4K +194 +33%
CSP
940
Cary Street Partners
Virginia
$58.4K +$25.2K +339 +78%
UBP
941
Union Bancaire Privee
Switzerland
$57.3K -$941K -12,670 -94%
GM
942
GeoWealth Management
Illinois
$56.9K -$4.16K -56 -7%
MSWM
943
Mowery & Schoenfeld Wealth Management
Illinois
$53.4K – – –
ST
944
Smithfield Trust
Pennsylvania
$53K – – –
TFIPS
945
Towarzystwo Funduszy Inwestycyjnych PZU SA
$51.5K – – –
TFA
946
Toth Financial Advisory
Virginia
$51.3K +$445 +6 +0.9%
BC
947
Barrett & Company
Rhode Island
$50.6K +$49.6K +668 New
SWM
948
Spire Wealth Management
Virginia
$50K -$27.3K -367 -36%
TCOV
949
Trust Company of Vermont
Vermont
$49.4K -$3.86K -52 -7%
MCM
950
Manchester Capital Management
Vermont
$48.6K +$9.36K +126 +24%
36 37
38
39 40