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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
1001
Mattson Financial Services
Michigan
$26K – – –
DWM
1002
Dogwood Wealth Management
Kansas
$25.1K +$545 +7 +2%
OAJ
1003
Ogorek Anthony Joseph
New York
$25K +$27.4K +352 New
CIR
1004
Clear Investment Research
Georgia
$23.5K – – –
KIM
1005
Kestra Investment Management
Texas
$22.8K -$16.3K -209 -40%
PWAM
1006
Private Wealth Asset Management
Iowa
$22.7K +$24.8K +318 New
CVM
1007
Cheviot Value Management
California
$22.6K +$23.4K +300 New
SCM
1008
Silvant Capital Management
Georgia
$21.7K – – –
CBT
1009
Crews Bank & Trust
Florida
$21.4K – – –
GKIM
1010
GW&K Investment Management
Massachusetts
$20K -$4.21K -54 -16%
GWP
1011
Gen-Wealth Partners
Michigan
$19.7K -$9.51K -122 -31%
FFA
1012
Frazier Financial Advisors
Ohio
$19.6K -$3.66K -47 -15%
PSFG
1013
Park Square Financial Group
Georgia
$19K -$15.5K -199 -43%
AF
1014
Atala Financial
California
$18.2K -$467 -6 -2%
HNW
1015
High Note Wealth
Minnesota
$18.2K -$78 -1 -0.4%
UCB
1016
United Community Bank
South Carolina
$18.2K – – –
BWL
1017
Bogart Wealth LLC
Virginia
$18.2K +$1.17K +15 +6%
SCB
1018
Saudi Central Bank
Saudi Arabia
$17.8K +$19.4K +249 New
WIM
1019
Westside Investment Management
California
$17.7K – – –
PB
1020
Pinnacle Bancorp
Nebraska
$17.2K +$1.09K +14 +6%
CI
1021
Clal Insurance
Israel
$17K +$14.1K +181 +348%
EWM
1022
Evermay Wealth Management
Virginia
$16.5K – – –
PS
1023
Pinney & Scofield
Massachusetts
$16.1K – – –
BCWM
1024
Ball & Co Wealth Management
Tennessee
$16K +$156 +2 +0.9%
CSB
1025
City State Bank
Iowa
$15.8K – – –
39 40
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