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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
1251
Albion Financial Group
Utah
$1.65K – – –
TCM
1252
TD Capital Management
Tennessee
$1.52K – – –
JFGIW
1253
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.47K -$2.29K -25 -63%
IWS
1254
Intentional Wealth Strategies
Colorado
$1.46K +$1.37K +15 New
PWA
1255
Portus Wealth Advisors
North Carolina
$1.46K +$1.37K +15 New
HIA
1256
HFM Investment Advisors
New Jersey
$1.07K -$4.76K -52 -83%
PJC
1257
Phillip James Consulting
Minnesota
$1K +$1.37K +15 New
RS
1258
Rakuten Securities
Japan
$972 +$549 +6 +150%
TCM
1259
Triumph Capital Management
Colorado
$878 +$824 +9 New
TWM
1260
TopTier Wealth Management
Wisconsin
$875 +$824 +9 New
SA
1261
Seneschal Advisors
Washington
$778 +$183 +2 +33%
IAS
1262
IMA Advisory Services
Colorado
$684 – – –
DCM
1263
Davis Capital Management
Florida
$680 – – –
BIM
1264
Breakwater Investment Management
Washington
$584 – – –
CCC
1265
Chelsea Counsel Company
California
$490 – – –
SIS
1266
Strategic Investment Solutions
Illinois
$486 -$6.41K -70 -93%
RPA
1267
Redwood Park Advisors
California
$486 -$641 -7 -58%
SHIM
1268
Stone House Investment Management
Pennsylvania
$486 – – –
NWS
1269
Nvest Wealth Strategies
Ohio
$486 +$458 +5 New
TCOT
1270
Trust Company of Toledo
Ohio
$486 +$458 +5 New
SWA
1271
SOA Wealth Advisors
New York
$434 -$17.5K -191 -98%
EFMH
1272
E Fund Management (HK)
Hong Kong
$389 – – –
CW
1273
Curio Wealth
Maryland
$389 +$366 +4 New
3FI
1274
3 Factor Indexing
California
$195 +$183 +2 New
MAM
1275
Meeder Asset Management
Ohio
$97 -$24.2K -265 -100%
49 50
51
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