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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
1001
Global Financial Private Client
Florida
$4.48K – – –
HWM
1002
HighMark Wealth Management
Minnesota
$4.26K – – –
SWM
1003
Sugarloaf Wealth Management
Georgia
$4.18K – – –
OSNBOA
1004
Old Second National Bank of Aurora
Illinois
$3.89K – – –
TFM
1005
TFC Financial Management
Massachusetts
$3.89K +$2.15K +30 +136%
KWAG
1006
Kiely Wealth Advisory Group
North Carolina
$3.84K +$3.86K +54 New
HFM
1007
Hartford Financial Management
Connecticut
$3.81K +$572 +8 +19%
HF
1008
Halpern Financial
Virginia
$3.8K +$3.58K +50 New
GWSA
1009
Global Wealth Strategies & Associates
Colorado
$3.74K – – –
CCA
1010
Criterion Capital Advisors
Tennessee
$3.59K +$3.43K +48 New
PCMC
1011
Planning Capital Management Corporation
Pennsylvania
$3.44K +$3.29K +46 New
HWP
1012
Highline Wealth Partners
California
$3.29K – – –
VNIM
1013
Vaughan Nelson Investment Management
Texas
$3K +$2.5K +35 New
DF
1014
Dunhill Financial
United Kingdom
$2.99K +$2.86K +40 New
CFD
1015
Creative Financial Designs
Indiana
$2.84K – – –
S
1016
Sachetta
Massachusetts
$2.77K +$2.65K +37 New
WB
1017
Webster Bank
Connecticut
$2.32K +$1.93K +27 +675%
CWC
1018
Carolinas Wealth Consulting
North Carolina
$2.11K – – –
FG
1019
Fairman Group
Pennsylvania
$1.96K +$1.86K +26 New
SIC
1020
SJS Investment Consulting
Ohio
$1.94K +$286 +4 +18%
PCWA
1021
Pacific Capital Wealth Advisors
California
$1.94K +$1.86K +26 New
RS
1022
Rakuten Securities
Japan
$1.94K +$1.86K +26 New
FRA
1023
Frank Rimerman Advisors
California
$1.79K +$1.72K +24 New
MBFW
1024
Morton Brown Family Wealth
Pennsylvania
$1.57K +$1.5K +21 New
VAMG
1025
Voisard Asset Management Group
Michigan
$1.5K +$1.43K +20 New
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