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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
401
Perigon Wealth Management
California
$1.3M +$101K +1,312 +8%
EF
402
Empirical Finance
Pennsylvania
$1.29M +$64.4K +840 +5%
SIA
403
Strategic Investment Advisors
Michigan
$1.27M +$124K +1,618 +11%
VCP
404
Verus Capital Partners
Arizona
$1.27M – – –
PI
405
PEAK6 Investments
Illinois
$1.26M +$1.28M +16,736 New
AWM
406
AE Wealth Management
Kansas
$1.26M -$9.85M -128,360 -88%
ADL
407
Asset Dedication LLC
California
$1.26M +$25.9K +338 +2%
EAM
408
Erste Asset Management
Austria
$1.26M +$171K +2,228 +15%
PFS
409
Prospera Financial Services
Texas
$1.25M +$1.03M +13,362 +415%
SFS
410
Sowell Financial Services
Arkansas
$1.24M +$1.26M +16,460 New
V
411
Veritable
Delaware
$1.23M +$19K +248 +2%
CSIC
412
Clifford Swan Investment Counsel
California
$1.22M -$5.68K -74 -0.5%
BPGAM
413
BTG Pactual Global Asset Management
Bermuda
$1.22M +$1.24M +16,192 New
DWM
414
Defined Wealth Management
Oregon
$1.21M – – –
WI
415
Wintrust Investments
Illinois
$1.2M +$192K +2,500 +19%
VWM
416
Venturi Wealth Management
Texas
$1.18M -$284K -3,706 -19%
OSAM
417
O'Shaughnessy Asset Management
Connecticut
$1.18M +$132K +1,716 +12%
SMWM
418
Silvia McColl Wealth Management
California
$1.15M +$460 +6 +0%
SLI
419
Sumitomo Life Insurance
Japan
$1.14M -$12K -156 -1%
DAS
420
Dynamic Advisor Solutions
Arizona
$1.13M +$256K +3,342 +29%
WT
421
Whittier Trust
California
$1.12M +$91.8K +1,196 +9%
AWM
422
Axxcess Wealth Management
California
$1.12M +$398K +5,184 +54%
BRWA
423
B. Riley Wealth Advisors
Florida
$1.11M -$319K -4,154 -22%
NP
424
Ninepoint Partners
Ontario, Canada
$1.11M +$271K +3,530 +32%
SCA
425
Snowden Capital Advisors
New York
$1.1M +$18.6K +242 +2%
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