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Sempra
SRE

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