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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1201
MGB Wealth Management
Texas
– -$241K -3,200 Closed
ICP
1202
Impact Capital Partners
Colorado
– -$233K -3,073 Closed
FIM
1203
Freedom Investment Management
Connecticut
– -$230K -3,037 Closed
P
1204
Pitcairn
Pennsylvania
– -$222K -2,929 Closed
ICM
1205
IMS Capital Management
Oregon
– -$220K -2,900 Closed
RCM
1206
RB Capital Management
Nevada
– -$217K -2,857 Closed
DFA
1207
Davies Financial Advisors
California
– -$214K -2,823 Closed
EE
1208
EWG Elevate
California
– -$212K -2,800 Closed
WR
1209
WD Rutherford
Oregon
– -$156K -2,065 Closed
BCMLT
1210
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$84.4K -1,114 Closed
BFP
1211
Briaud Financial Planning
Texas
– -$74K -980 Closed
GM
1212
GeoWealth Management
Illinois
– -$56.9K -751 Closed
OWA
1213
Opal Wealth Advisors
New York
– -$39.1K -516 Closed
NC
1214
NewSquare Capital
Pennsylvania
– -$31.9K -421 Closed
KIM
1215
Kestra Investment Management
Texas
– -$22.8K -320 Closed
PSFG
1216
Park Square Financial Group
Georgia
– -$20.2K -266 Closed
TPWA
1217
Twin Peaks Wealth Advisors
California
– -$21.1K -257 Closed
PB
1218
Pinnacle Bancorp
Nebraska
– -$18.3K -241 Closed
CB
1219
CNB Bank
Pennsylvania
– -$13.8K -182 Closed
PWM
1220
Puff Wealth Management
New Jersey
– -$13K -172 Closed
MWM
1221
Mascoma Wealth Management
New Hampshire
– -$8.64K -114 Closed
RAM
1222
Riggs Asset Management
Pennsylvania
– -$7.58K -100 Closed
OPTFSNA
1223
Old Point Trust & Financial Services N A
Virginia
– -$5.76K -76 Closed
WCM
1224
WealthTrak Capital Management
Virginia
– -$4.17K -55 Closed
OSNBOA
1225
Old Second National Bank of Aurora
Illinois
– -$3.94K -52 Closed
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