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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
476
Axxcess Wealth Management
California
$746K -$416K -5,380 -36%
FAP
477
Financial Advisory Partners
Florida
$742K -$7.74K -100 -1%
CK
478
Cohen Klingenstein
New York
$742K – – –
WPA
479
West Paces Advisors
Georgia
$736K -$5.88K -76 -0.8%
S
480
Seeyond
France
$735K -$640K -8,274 -47%
IG
481
ING Group
Netherlands
$731K -$6.97M -90,036 -90%
QI
482
Qtron Investments
Massachusetts
$729K – – –
KWM
483
Kingsview Wealth Management
Oregon
$714K -$39.5K -510 -5%
BAM
484
Belpointe Asset Management
Nevada
$713K +$402K +5,194 +129%
OWP
485
Obermeyer Wealth Partners
Colorado
$712K +$54.5K +704 +8%
RJT
486
Raymond James Trust
Florida
$710K +$1.7K +22 +0.2%
AWM
487
Apollon Wealth Management
South Carolina
$709K -$14.9K -192 -2%
RA
488
Rational Advisors
New York
$702K -$262K -3,380 -27%
PA
489
Parallel Advisors
California
$695K +$19.5K +252 +3%
FFA
490
First Foundation Advisors
California
$694K -$15.2K -196 -2%
TI
491
Tidal Investments
Wisconsin
$686K -$162K -2,090 -19%
FMTC
492
Farmers & Merchants Trust Company
California
$684K – – –
PFO
493
Pathstone Family Office
New Jersey
$684K +$646K +8,346 +104%
ABLA
494
Alan B. Lancz & Associates
Ohio
$684K – – –
CCM
495
Cohen Capital Management
California
$680K – – –
SIC
496
Salem Investment Counselors
North Carolina
$676K – – –
IA
497
IFP Advisors
Florida
$674K +$1.01M +13,000 +275%
GVAG
498
Great Valley Advisor Group
Delaware
$674K +$52.6K +680 +8%
MLA
499
My Legacy Advisors
Oregon
$672K +$140K +1,804 +26%
GP
500
Greenline Partners
New York
$671K -$2.19M -28,282 -76%
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