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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
1101
Bell Investment Advisors
California
$12.9K – – –
BLC
1102
Brown, Lisle/Cummings
Rhode Island
$12.4K – – –
HHMI
1103
Howard Hughes Medical Institute
Maryland
$12.4K – – –
CFS
1104
CGC Financial Services
Oregon
$12.2K – – –
EPG
1105
Estate Planners Group
Pennsylvania
$12.2K +$12.6K +138 New
OCM
1106
Osbon Capital Management
Massachusetts
$12.2K +$12.6K +138 New
GEA
1107
Glen Eagle Advisors
New Jersey
$11.9K – – –
PWA
1108
Physician Wealth Advisors
Utah
$11.6K -$6.1K -67 -34%
DJSG
1109
D.J. St. Germain
Massachusetts
$11.5K – – –
IWM
1110
IMG Wealth Management
Florida
$11.3K +$5.28K +58 +83%
MEG
1111
Millstone Evans Group
Colorado
$10.6K – – –
SWM
1112
SHP Wealth Management
Massachusetts
$9.91K +$10.2K +112 New
WBC
1113
West Branch Capital
Massachusetts
$9.71K – – –
AA
1114
Addison Advisors
Vermont
$9.63K +$2.55K +28 +35%
DSC
1115
Duncker Streett & Co
Missouri
$9.54K – – –
HCM
1116
Hollencrest Capital Management
California
$9.54K – – –
HFM
1117
Hartford Financial Management
Connecticut
$9.01K -$455 -5 -5%
DPW
1118
DiNuzzo Private Wealth
Pennsylvania
$9.01K – – –
JFA
1119
JNBA Financial Advisors
Minnesota
$9.01K +$2.19K +24 +31%
B
1120
Birchbrook
Maine
$9.01K +$9.29K +102 New
LWMI
1121
Legacy Wealth Management (Idaho)
Idaho
$8.92K +$4.92K +54 +115%
CFG
1122
Clayton Financial Group
Missouri
$8.92K +$9.2K +101 New
WAG
1123
Wilkerson Advisory Group
Missouri
$8.92K +$9.2K +101 New
NB
1124
NBT Bank
New York
$8.83K -$182 -2 -2%
MIM
1125
MTM Investment Management
South Carolina
$8.83K – – –
43 44
45
46 47