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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
976
Parsons Capital Management
Rhode Island
$208K +$195K +2,136 New
SWM
977
Sandro Wealth Management
New Jersey
$207K +$195K +2,129 New
DWM
978
Destination Wealth Management
California
$207K +$194K +2,125 New
JIC
979
Joel Isaacson & Co
New York
$206K +$194K +2,124 New
HWMC
980
Heritage Wealth Management (California)
California
$205K +$193K +2,111 New
PWP
981
Phillips Wealth Planners
Mississippi
$205K +$202K +2,209 New
HAS
982
HBW Advisory Services
California
$204K +$192K +2,100 New
TPCW
983
TD Private Client Wealth
New York
$203K -$6.22K -68 -3%
HCM
984
Howard Capital Management
Georgia
$203K -$187K -2,043 -49%
AFM
985
Armstrong Fleming & Moore
District of Columbia
$203K +$191K +2,086 New
RSWM
986
Robertson Stephens Wealth Management
California
$202K +$189K +2,065 New
FAN
987
Financial Advisors Network
California
$202K +$190K +2,074 New
NRG
988
Nemes Rush Group
Michigan
$196K – – –
CT
989
Caldwell Trust
Florida
$191K – – –
MUMSS
990
Mitsubishi UFJ Morgan Stanley Securities
Japan
$191K +$180K +1,963 New
AIM
991
Acropolis Investment Management
Missouri
$185K +$174K +1,904 New
CFO
992
CVA Family Office
Colorado
$185K +$28K +306 +19%
MO
993
McMillan Office
Michigan
$185K – – –
MG
994
Mather Group
Illinois
$184K +$173K +1,889 New
BTI
995
Blue Trust Inc
Georgia
$183K -$4.12K -45 -2%
AG
996
AmeriFlex Group
Nevada
$180K -$15.8K -173 -9%
AF
997
Advisornet Financial
Minnesota
$178K +$732 +8 +0.4%
DMBA
998
Deseret Mutual Benefit Administrators
Utah
$178K +$78.1K +854 +88%
WTA
999
Washington Trust Advisors
Massachusetts
$175K +$6.86K +75 +4%
OL
1000
OneFund LLC
Florida
$175K -$2.29K -25 -1%
38 39
40
41 42