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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1126
Westside Investment Management
California
$25.2K -$13.5K -148 -37%
BA
1127
Blueline Advisors
New Hampshire
$24.3K – – –
JWA
1128
JFS Wealth Advisors
Pennsylvania
$23.8K +$641 +7 +3%
WAG
1129
Wilkerson Advisory Group
Missouri
$23.6K +$13K +142 +141%
BCWM
1130
Ball & Co Wealth Management
Tennessee
$23K +$183 +2 +0.8%
EWM
1131
Evermay Wealth Management
Virginia
$22.4K – – –
TGY2IT
1132
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$22.3K +$21K +230 New
AWM
1133
Activest Wealth Management
Florida
$22.2K +$5.86K +64 +39%
PS
1134
Pinney & Scofield
Massachusetts
$22K – – –
HNW
1135
High Note Wealth
Minnesota
$21.5K -$3.11K -34 -13%
GWP
1136
Gen-Wealth Partners
Michigan
$21.4K -$6.13K -67 -23%
GA
1137
GoalVest Advisory
New York
$21.4K – – –
GWS
1138
Greykasell Wealth Strategies
California
$20.8K +$3.84K +42 +24%
Q1WB
1139
Quest 10 Wealth Builders
Virginia
$20.6K +$12.6K +138 +186%
RTC
1140
Riverview Trust Company
Washington
$20.4K – – –
FC
1141
Fairscale Capital
New Hampshire
$20.3K – – –
NECFA
1142
New England Capital Financial Advisors
Connecticut
$19.9K – – –
WWM
1143
Wolff Wiese Magana
California
$19.8K – – –
BOTPPF
1144
Board of the Pension Protection Fund
United Kingdom
$19.4K -$18.3K -200 -50%
EPIM
1145
Evelyn Partners Investment Management
$19.4K – – –
LC
1146
Lavaca Capital
Texas
$19.4K – – –
VWA
1147
VSM Wealth Advisory
Maryland
$19.2K +$18.1K +198 New
QWM
1148
Quaker Wealth Management
New Jersey
$19K +$92 +1 +0.5%
SWM
1149
SHP Wealth Management
Massachusetts
$18.5K +$7.14K +78 +70%
CF
1150
Collier Financial
Colorado
$17.9K – – –
44 45
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