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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
YWP
476
YorkBridge Wealth Partners
New York
$435K +$155K +2,488 +61%
MFS
477
Mirabella Financial Services
United Kingdom
$434K -$4.3M -69,052 -91%
ZCM
478
Ziegler Capital Management
Illinois
$434K – – –
APA
479
American Portfolios Advisors
New York
$433K +$56.6K +910 +16%
HWA
480
HCR Wealth Advisors
California
$433K -$56.1K -902 -12%
LCM
481
LVM Capital Management
Michigan
$429K – – –
CAM
482
Centre Asset Management
New York
$428K -$4.21M -67,660 -91%
DAS
483
Dynamic Advisor Solutions
Arizona
$428K +$402K +6,456 New
RWA
484
Redhawk Wealth Advisors
Minnesota
$425K +$2.86K +46 +0.7%
RFN
485
RDA Financial Network
Iowa
$418K +$4.23K +68 +1%
BTWM
486
Baker Tilly Wealth Management
Wisconsin
$417K +$391K +6,286 New
IMRF
487
Illinois Municipal Retirement Fund
Illinois
$415K – – –
FTDI
488
First Trust Direct Indexing
Massachusetts
$415K +$44.4K +714 +13%
SBIA
489
Sheaff Brock Investment Advisors
Indiana
$412K – – –
RG
490
Rathbones Group
United Kingdom
$411K – – –
WI
491
Wintrust Investments
Illinois
$410K – – –
GG
492
Gofen & Glossberg
Illinois
$408K – – –
GT
493
Greenleaf Trust
Michigan
$407K -$16.4K -264 -4%
ISWM
494
Independent Solutions Wealth Management
New York
$402K -$28.4K -456 -7%
B
495
Bailard
California
$402K +$20.4K +328 +6%
SIM
496
Sentry Investment Management
Wisconsin
$399K -$1.9M -30,596 -84%
SC
497
Searle & Co
Connecticut
$398K – – –
OIA
498
OneDigital Investment Advisors
Kansas
$396K -$59.2K -952 -14%
PAM
499
Premier Asset Management
Illinois
$395K +$71.8K +1,154 +24%
WANY
500
Wealthspire Advisors (New York)
New York
$394K +$33.8K +544 +10%
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