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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1076
Avion Wealth
Texas
$7K – – –
FFO
1077
Fortitude Family Office
Arizona
$6.92K -$779 -10 -9%
IHWM
1078
Iron Horse Wealth Management
Iowa
$6.78K +$6K +77 +428%
TH
1079
TCTC Holdings
Texas
$6.57K -$19K -244 -73%
GEA
1080
Glen Eagle Advisors
New Jersey
$6.47K +$78 +1 +1%
CWM
1081
Compass Wealth Management
Connecticut
$6.42K – – –
FGAM
1082
Financial Gravity Asset Management
Texas
$6.42K +$7.01K +90 New
HWM
1083
HighMark Wealth Management
Minnesota
$6.07K – – –
MIFH
1084
Migdal Insurance & Financial Holdings
Israel
$6K +$6.31K +81 New
CSC
1085
Caldwell Sutter Capital
California
$5.99K – – –
SC
1086
SouthState Corp
Florida
$5.78K -$5.06K -65 -45%
JFA
1087
JNBA Financial Advisors
Minnesota
$5.57K – – –
OPTFSNA
1088
Old Point Trust & Financial Services N A
Virginia
$5.42K – – –
SIS
1089
Strategic Investment Solutions
Illinois
$5.35K – – –
CFD
1090
Creative Financial Designs
Indiana
$5.14K -$52.5K -674 -90%
RWM
1091
Raffa Wealth Management
District of Columbia
$5.14K -$6.23K -80 -53%
W
1092
WealthCollab
Washington
$4.92K +$5.38K +69 New
AP
1093
Aspect Partners
Virginia
$4.85K -$467 -6 -8%
ECM
1094
Estabrook Capital Management
New York
$4.57K – – –
HWP
1095
Highline Wealth Partners
California
$4.46K -$2.42K -31 -33%
AWM
1096
Abound Wealth Management
Tennessee
$4.37K -$5.61K -72 -54%
CWP
1097
Concord Wealth Partners
Virginia
$3.92K -$14.5K -186 -77%
Q1WB
1098
Quest 10 Wealth Builders
Virginia
$3.84K +$467 +6 +13%
OSNBOA
1099
Old Second National Bank of Aurora
Illinois
$3.71K – – –
TFM
1100
TFC Financial Management
Massachusetts
$3.71K – – –
42 43
44
45 46