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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1151
Coastline Trust
Rhode Island
$18.5K -$50.2K -540 -73%
LC
1152
Lavaca Capital
Texas
$18.5K – – –
EP
1153
Evelyn Partners
$18.5K +$18.6K +200 New
VWA
1154
VSM Wealth Advisory
Maryland
$18.4K – – –
CIA
1155
Cape Investment Advisory
Georgia
$18.1K +$18.1K +195 New
QWM
1156
Quaker Wealth Management
New Jersey
$18K -$186 -2 -1%
TWD
1157
True Wealth Design
Ohio
$17.8K +$1.67K +18 +10%
CF
1158
Collier Financial
Colorado
$17.1K – – –
CA
1159
Crewe Advisors
Utah
$16.4K +$16.4K +176 New
PF
1160
PlanVest Financial
Maryland
$15.7K – – –
CFM
1161
Cornerstone Financial Management
Massachusetts
$15.3K +$6.14K +66 +67%
HCM
1162
Hollencrest Capital Management
California
$14.6K +$930 +10 +7%
1IA
1163
1620 Investment Advisors
Massachusetts
$14.5K – – –
PWA
1164
Physician Wealth Advisors
Utah
$14.4K +$2.23K +24 +18%
RG
1165
RHL Group
Michigan
$14.3K – – –
CHC
1166
City Holding Co
West Virginia
$14.3K – – –
Q1WB
1167
Quest 10 Wealth Builders
Virginia
$14K -$5.67K -61 -29%
DFA
1168
DHJJ Financial Advisors
Illinois
$13.9K – – –
FHC
1169
First Horizon Corporation
Tennessee
$13.8K +$10.3K +111 +292%
JGCM
1170
Joseph Group Capital Management
Ohio
$13.3K +$1.21K +13 +10%
IA
1171
IFS Advisors
Kansas
$13K – – –
OCM
1172
Osbon Capital Management
Massachusetts
$12.9K – – –
CFS
1173
CGC Financial Services
Oregon
$12.8K – – –
GEA
1174
Glen Eagle Advisors
New Jersey
$12.6K +$93 +1 +0.7%
HNW
1175
High Note Wealth
Minnesota
$12.4K -$8.09K -87 -39%
45 46
47
48 49