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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
NECFA
1101
New England Capital Financial Advisors
Connecticut
$18K – – –
SWM
1102
Sugarloaf Wealth Management
Georgia
$17.8K +$88 +1 +0.5%
EPIM
1103
Evelyn Partners Investment Management
$17.5K +$17.5K +200 New
HFS
1104
Hopwood Financial Services
Virginia
$17.5K +$17.5K +200 New
LC
1105
Lavaca Capital
Texas
$17.5K +$17.5K +200 New
JFG
1106
Jefferies Financial Group
New York
$16.1K -$1.31K -15 -8%
CB
1107
CNB Bank
Pennsylvania
$16K – – –
CF
1108
Collier Financial
Colorado
$15.9K +$15.8K +181 New
KA
1109
Kozak & Associates
Colorado
$15.8K +$15.8K +180 New
JWA
1110
JFS Wealth Advisors
Pennsylvania
$15.5K -$3.24K -37 -17%
WT
1111
Washington Trust
Rhode Island
$15K – – –
PFT
1112
Providence First Trust
Arizona
$15K +$15K +171 New
DF
1113
Dunhill Financial
United Kingdom
$13.8K +$2.8K +32 +26%
1IA
1114
1620 Investment Advisors
Massachusetts
$13.7K – – –
RWM
1115
Raffa Wealth Management
District of Columbia
$13.3K – – –
DFA
1116
DHJJ Financial Advisors
Illinois
$13.2K – – –
SC
1117
SouthState Corp
Florida
$12.8K -$33.3K -380 -72%
BIA
1118
Bell Investment Advisors
California
$12.7K -$1.14K -13 -8%
CFS
1119
CGC Financial Services
Oregon
$12.1K – – –
AWM
1120
Abound Wealth Management
Tennessee
$11.7K -$1.14K -13 -9%
EBA
1121
Eagle Bay Advisors
New York
$11.6K – – –
GFPC
1122
Global Financial Private Client
Florida
$11.5K +$788 +9 +7%
T
1123
Transce3nd
Texas
$11.5K +$11.5K +131 New
WOC
1124
West Oak Capital
California
$11.4K – – –
MEG
1125
Millstone Evans Group
Colorado
$10.5K +$10.5K +120 New
43 44
45
46 47