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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
951
Curated Wealth Partners
California
$220K – – –
BWA
952
Basecamp Wealth Advisors
Washington
$220K – – –
LFA
953
Legacy Financial Advisors
Kentucky
$218K +$206K +2,248 New
BWM
954
BCGM Wealth Management
Indiana
$218K +$206K +2,247 New
PCH
955
PGIM Custom Harvest
New Jersey
$218K +$205K +2,243 New
LIM
956
Leavell Investment Management
Alabama
$217K -$57.2K -625 -22%
PCG
957
Prosperity Consulting Group
Maryland
$216K -$6.59K -72 -3%
WC
958
Waterloo Capital
Texas
$215K +$203K +2,216 New
WSFS
959
Wilmington Savings Fund Society
Delaware
$214K – – –
TCOK
960
Trust Company of Kansas
Kansas
$214K +$201K +2,200 New
FCBT
961
First Citizens Bank & Trust
North Carolina
$214K +$201K +2,199 New
RCM
962
RB Capital Management
Nevada
$214K +$201K +2,198 New
AOWM
963
Asset One Wealth Management
Washington
$213K +$210K +2,291 New
LSA
964
L & S Advisors
California
$213K +$201K +2,195 New
LCM
965
LCM Capital Management
Illinois
$213K +$201K +2,194 New
SFG
966
Sovereign Financial Group
Connecticut
$213K +$201K +2,194 New
MWM
967
Modera Wealth Management
New Jersey
$212K +$200K +2,183 New
AF
968
Affiance Financial
Minnesota
$212K +$200K +2,182 New
RCAG
969
Rehmann Capital Advisory Group
Michigan
$212K +$199K +2,178 New
KW
970
KWB Wealth
California
$210K – – –
SHFG
971
S Harris Financial Group
Texas
$210K +$198K +2,165 New
IA
972
IFP Advisors
Florida
$209K +$15.9K +174 +9%
DE
973
Defiance ETFs
New York
$209K +$197K +2,148 New
HPC
974
HM Payson & Co
Maine
$208K – – –
EWS
975
Evergreen Wealth Solutions
Pennsylvania
$208K +$196K +2,142 New
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