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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
401
Martingale Asset Management
Massachusetts
$823K +$859K +13,010 New
JRCM
402
Jones Road Capital Management
New York
$822K – – –
FWM
403
Foresight Wealth Management
Utah
$817K -$17.4K -264 -2%
WS
404
Wedbush Securities
California
$817K +$1.45K +22 +0.2%
WT
405
Whittier Trust
California
$815K – – –
CW
406
CreativeOne Wealth
Kansas
$791K +$5.94K +90 +0.7%
FMT
407
First Mercantile Trust
Tennessee
$783K +$90.7K +1,374 +12%
KCM
408
Kornitzer Capital Management
Kansas
$772K – – –
HI
409
Horizon Investments
North Carolina
$770K -$296K -4,488 -27%
LNWWM
410
Laird Norton Wetherby Wealth Management
California
$753K -$45.4K -688 -5%
OPS
411
Orion Portfolio Solutions
Nebraska
$751K -$310K -4,698 -28%
HIA
412
Harbor Investment Advisory
Maryland
$748K +$30.1K +456 +4%
AC
413
Allstate Corporation
Illinois
$734K – – –
TPCW
414
TD Private Client Wealth
New York
$724K +$3.17K +48 +0.4%
OIM
415
Opus Investment Management
Massachusetts
$721K +$753K +11,400 New
AAS
416
Avantax Advisory Services
Texas
$717K +$64.6K +978 +9%
IA
417
IndexIQ Advisors
New York
$692K +$62.3K +944 +9%
DAS
418
Dynamic Advisor Solutions
Arizona
$691K +$268K +4,066 +59%
YWP
419
YorkBridge Wealth Partners
New York
$689K +$174K +2,634 +32%
SMC
420
Smith, Moore & Co
Missouri
$682K +$28.4K +430 +4%
WPA
421
West Paces Advisors
Georgia
$679K -$4.49K -68 -0.6%
SWP
422
Stratos Wealth Partners
Ohio
$677K +$24.7K +374 +4%
CG
423
Caprock Group
Idaho
$665K -$141K -2,134 -17%
MBTD
424
Mechanics Bank - Trust Department
California
$665K -$46.2K -700 -6%
GSEP
425
Golden State Equity Partners
California
$662K +$691K +10,466 New
15 16
17
18 19