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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
951
Basecamp Wealth Advisors
Washington
$220K – – –
LFA
952
Legacy Financial Advisors
Kentucky
$218K +$206K +2,248 New
BWM
953
BCGM Wealth Management
Indiana
$218K +$206K +2,247 New
PCH
954
PGIM Custom Harvest
New Jersey
$218K +$205K +2,243 New
LIM
955
Leavell Investment Management
Alabama
$217K -$57.2K -625 -22%
PCG
956
Prosperity Consulting Group
Maryland
$216K -$6.59K -72 -3%
WC
957
Waterloo Capital
Texas
$215K +$203K +2,216 New
WSFS
958
Wilmington Savings Fund Society
Delaware
$214K – – –
TCOK
959
Trust Company of Kansas
Kansas
$214K +$201K +2,200 New
FCBT
960
First Citizens Bank & Trust
North Carolina
$214K +$201K +2,199 New
RCM
961
RB Capital Management
Nevada
$214K +$201K +2,198 New
AOWM
962
Asset One Wealth Management
Washington
$213K +$210K +2,291 New
LSA
963
L & S Advisors
California
$213K +$201K +2,195 New
LCM
964
LCM Capital Management
Illinois
$213K +$201K +2,194 New
SFG
965
Sovereign Financial Group
Connecticut
$213K +$201K +2,194 New
MWM
966
Modera Wealth Management
New Jersey
$212K +$200K +2,183 New
AF
967
Affiance Financial
Minnesota
$212K +$200K +2,182 New
RCAG
968
Rehmann Capital Advisory Group
Michigan
$212K +$199K +2,178 New
KW
969
KWB Wealth
California
$210K – – –
SHFG
970
S Harris Financial Group
Texas
$210K +$198K +2,165 New
IA
971
IFP Advisors
Florida
$209K +$15.9K +174 +9%
DE
972
Defiance ETFs
New York
$209K +$197K +2,148 New
HPC
973
HM Payson & Co
Maine
$208K – – –
EWS
974
Evergreen Wealth Solutions
Pennsylvania
$208K +$196K +2,142 New
PCM
975
Parsons Capital Management
Rhode Island
$208K +$195K +2,136 New
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