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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1151
Collier Financial
Colorado
$17.9K – – –
FFO
1152
Fortitude Family Office
Arizona
$17.8K +$8.97K +98 +115%
BDPWM
1153
Barnes Dennig Private Wealth Management
Ohio
$17.7K – – –
TWD
1154
True Wealth Design
Ohio
$16.9K +$12.5K +137 +370%
PF
1155
PlanVest Financial
Maryland
$16.4K +$15.5K +169 New
KFG
1156
Kingdom Financial Group
Arizona
$16.2K +$15.3K +167 New
LAS
1157
Lloyd Advisory Services
Georgia
$16.2K +$15.3K +167 New
BLC
1158
Brown, Lisle/Cummings
Rhode Island
$15.7K +$2.01K +22 +16%
EP
1159
Essential Partners
California
$15.4K +$824 +9 +6%
1IA
1160
1620 Investment Advisors
Massachusetts
$15.2K – – –
CHC
1161
City Holding Co
West Virginia
$15K – – –
RG
1162
RHL Group
Michigan
$15K +$14.1K +154 New
HNB
1163
Hilltop National Bank
Wyoming
$14.9K – – –
DFA
1164
DHJJ Financial Advisors
Illinois
$14.6K – – –
HCM
1165
Hollencrest Capital Management
California
$14.4K +$3.66K +40 +37%
TLFA
1166
True Link Financial Advisors
California
$14.1K +$13.3K +145 New
IA
1167
IFS Advisors
Kansas
$13.6K +$12.8K +140 New
OCM
1168
Osbon Capital Management
Massachusetts
$13.5K +$92 +1 +0.7%
CFS
1169
CGC Financial Services
Oregon
$13.4K – – –
AWA
1170
Acumen Wealth Advisors
Tennessee
$13.3K -$7.14K -78 -36%
GEA
1171
Glen Eagle Advisors
New Jersey
$13.1K +$92 +1 +0.7%
PWA
1172
Physician Wealth Advisors
Utah
$12.7K – – –
WA
1173
Westfuller Advisors
New York
$12.7K +$5.67K +62 +91%
DJSG
1174
D.J. St. Germain
Massachusetts
$12.6K – – –
JGCM
1175
Joseph Group Capital Management
Ohio
$12.6K +$11.9K +130 New
45 46
47
48 49