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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1026
Puff Wealth Management
New Jersey
$13K -$44.7K -602 -78%
GWS
1027
Greykasell Wealth Strategies
California
$13K – – –
1IA
1028
1620 Investment Advisors
Massachusetts
$11.8K – – –
HNB
1029
Hilltop National Bank
Wyoming
$11.6K +$11.4K +153 New
DFA
1030
DHJJ Financial Advisors
Illinois
$11.4K – – –
SC
1031
SouthState Corp
Florida
$11.1K +$4.9K +66 +81%
BLC
1032
Brown, Lisle/Cummings
Rhode Island
$10.6K – – –
CFS
1033
CGC Financial Services
Oregon
$10.5K – – –
HHMI
1034
Howard Hughes Medical Institute
Maryland
$10.3K +$10.1K +136 New
HWP
1035
Highline Wealth Partners
California
$10.1K +$5.27K +71 +115%
EP
1036
Essential Partners
California
$9.62K +$9.43K +127 New
MEG
1037
Millstone Evans Group
Colorado
$9.09K – – –
NC
1038
North Capital
Utah
$8.94K – – –
APW
1039
Aventura Private Wealth
Florida
$8.71K – – –
MWM
1040
Mascoma Wealth Management
New Hampshire
$8.64K – – –
WBC
1041
West Branch Capital
Massachusetts
$8.34K – – –
HCM
1042
Hollencrest Capital Management
California
$8.18K – – –
DPW
1043
DiNuzzo Private Wealth
Pennsylvania
$7.8K +$148 +2 +2%
NB
1044
NBT Bank
New York
$7.58K – – –
RAM
1045
Riggs Asset Management
Pennsylvania
$7.58K – – –
TLA
1046
Tanglewood Legacy Advisors
Texas
$7.58K – – –
MIM
1047
MTM Investment Management
South Carolina
$7.58K +$7.42K +100 New
FFO
1048
Fortitude Family Office
Arizona
$7.5K +$148 +2 +2%
AAS
1049
Ameritas Advisory Services
Nebraska
$7.42K -$434K -5,839 -98%
IHWM
1050
Iron Horse Wealth Management
Iowa
$7.2K – – –
40 41
42
43 44