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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1076
GoalVest Advisory
New York
$19.4K – – –
CIAS
1077
CBIZ Investment Advisory Services
Ohio
$19.2K -$7.56K -83 -28%
AWA
1078
Acumen Wealth Advisors
Tennessee
$19.1K +$19.5K +214 New
RTC
1079
Riverview Trust Company
Washington
$18.5K – – –
FC
1080
Fairscale Capital
New Hampshire
$18.5K – – –
NECFA
1081
New England Capital Financial Advisors
Connecticut
$18.1K – – –
WWM
1082
Wolff Wiese Magana
California
$18K – – –
EPIM
1083
Evelyn Partners Investment Management
$17.7K – – –
LC
1084
Lavaca Capital
Texas
$17.7K – – –
SWA
1085
SOA Wealth Advisors
New York
$17.3K -$20.9K -229 -54%
QWM
1086
Quaker Wealth Management
New Jersey
$17.2K +$91 +1 +0.5%
CF
1087
Collier Financial
Colorado
$16.3K – – –
BDPWM
1088
Barnes Dennig Private Wealth Management
Ohio
$16.1K – – –
GWS
1089
Greykasell Wealth Strategies
California
$15.2K – – –
LI
1090
LRI Investments
Florida
$15.1K +$15.6K +171 New
CIA
1091
Cape Investment Advisory
Georgia
$14.7K +$13.3K +146 +695%
TFA
1092
Transamerica Financial Advisors
Florida
$14.7K -$4.83K -53 -24%
HWP
1093
Highline Wealth Partners
California
$14.7K +$91 +1 +0.6%
AWM
1094
Activest Wealth Management
Florida
$14.5K -$20.7K -227 -58%
1IA
1095
1620 Investment Advisors
Massachusetts
$13.8K – – –
CHC
1096
City Holding Co
West Virginia
$13.6K – – –
HNB
1097
Hilltop National Bank
Wyoming
$13.5K – – –
DFA
1098
DHJJ Financial Advisors
Illinois
$13.2K – – –
EP
1099
Essential Partners
California
$13.2K – – –
BIA
1100
Bell Investment Advisors
California
$12.9K – – –
42 43
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