SRE icon

Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
1051
JFS Wealth Advisors
Pennsylvania
$15.7K -$1.46K -18 -9%
GWS
1052
Greykasell Wealth Strategies
California
$15.5K – – –
HWP
1053
Highline Wealth Partners
California
$15K +$2.67K +33 +25%
FHC
1054
First Horizon Corporation
Tennessee
$14.5K +$13K +161 New
CPG
1055
Cornerstone Planning Group
New Jersey
$14.5K -$284K -3,508 -89%
1IA
1056
1620 Investment Advisors
Massachusetts
$14K – – –
CHC
1057
City Holding Co
West Virginia
$13.9K +$12.5K +154 New
HNB
1058
Hilltop National Bank
Wyoming
$13.8K – – –
APW
1059
Aventura Private Wealth
Florida
$13.7K +$3K +37 +32%
DFA
1060
DHJJ Financial Advisors
Illinois
$13.5K – – –
EP
1061
Essential Partners
California
$13.4K +$1.78K +22 +17%
BIA
1062
Bell Investment Advisors
California
$13.1K -$4.29K -53 -27%
BLC
1063
Brown, Lisle/Cummings
Rhode Island
$12.6K – – –
HHMI
1064
Howard Hughes Medical Institute
Maryland
$12.6K +$324 +4 +3%
CFS
1065
CGC Financial Services
Oregon
$12.4K – – –
GEA
1066
Glen Eagle Advisors
New Jersey
$12K +$3.48K +43 +47%
FIA
1067
FNY Investment Advisers
New York
$12K +$11.1K +137 New
WOC
1068
West Oak Capital
California
$11.7K – – –
DJSG
1069
D.J. St. Germain
Massachusetts
$11.7K -$24.3K -300 -70%
MEG
1070
Millstone Evans Group
Colorado
$10.8K – – –
NC
1071
North Capital
Utah
$10.6K – – –
WBC
1072
West Branch Capital
Massachusetts
$9.9K – – –
HCM
1073
Hollencrest Capital Management
California
$9.72K – – –
DSC
1074
Duncker Streett & Co
Missouri
$9.72K +$8.75K +108 New
HFM
1075
Hartford Financial Management
Connecticut
$9.63K +$6.72K +83 +346%
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43
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