We are live on ! Find out more
SRE icon

Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
501
Karpus Investment Management
New York
$219K +$238K +4,100 New
TCOV
502
Trust Company of Vermont
Vermont
$215K -$7.54K -130 -3%
SBH
503
Segall Bryant & Hamill
Illinois
$214K -$14.5K -250 -6%
CPIG
504
Chicago Partners Investment Group
Illinois
$214K – – –
PL
505
Plancorp LLC
Missouri
$213K +$231K +3,992 New
AWM
506
AE Wealth Management
Kansas
$212K -$27.9K -482 -11%
NIC
507
Northwest Investment Counselors
Oregon
$211K – – –
EWA
508
EP Wealth Advisors
California
$210K – – –
TAM
509
Tiverton Asset Management
Delaware
$209K -$1.51K -26 -0.7%
LOAMS
510
Lombard Odier Asset Management (Switzerland)
Switzerland
$209K – – –
CG
511
Corundum Group
Colorado
$206K – – –
FBT
512
First Bankers Trust
Kentucky
$204K +$1.16K +20 +0.5%
GP
513
Girard Partners
Pennsylvania
$202K -$130K -2,236 -37%
AW
514
Alpha Windward
Massachusetts
$202K +$20.2K +348 +10%
SWM
515
Sequoia Wealth Management
Illinois
$200K +$213K +3,672 New
ECM
516
Evergreen Capital Management
Washington
$200K +$217K +3,748 New
PI
517
PineBridge Investments
New York
$197K -$15.1K -260 -7%
APA
518
American Portfolios Advisors
New York
$194K +$210K +3,626 New
PCFFS
519
Pacific Center for Financial Services
California
$188K -$8K -138 -4%
AF
520
Advisornet Financial
Minnesota
$180K +$195K +3,358 New
SFSIG
521
San Francisco Sentry Investment Group
California
$176K – – –
BFEC
522
Benjamin F. Edwards & Company
Missouri
$175K -$20.8K -358 -10%
SA
523
SRH Advisors
Kansas
$171K – – –
FANJ
524
Financial Architects (New Jersey)
New Jersey
$165K – – –
PA
525
Parallel Advisors
California
$162K +$23.2K +400 +15%
19 20
21
22 23