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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
501
International Assets Investment Management
Florida
$338K +$1.97K +32 +0%
IA
502
IFP Advisors
Florida
$338K +$24.1K +392 +7%
FP
503
Financial Perspectives
Minnesota
$336K – – –
SW
504
SteelPeak Wealth
California
$334K +$12.8K +208 +4%
SC
505
Sepio Capital
Utah
$329K – – –
APA
506
American Portfolios Advisors
New York
$327K -$88.4K -1,438 -20%
PA
507
Parallel Advisors
California
$326K +$177K +2,874 +107%
MFG
508
Magnus Financial Group
New York
$315K +$7K +114 +2%
NCM
509
Neumann Capital Management
California
$314K – – –
EI
510
Ethic Inc
New York
$313K -$103K -1,676 -24%
DIM
511
DC Investments Management
Virginia
$311K -$80.7K -1,314 -20%
BSW
512
Buckingham Strategic Wealth
Missouri
$311K -$76.3K -1,242 -19%
GG
513
Gofen & Glossberg
Illinois
$308K -$3.69K -60 -1%
CAI
514
Capital Advisors Inc
Oklahoma
$306K – – –
CW
515
CreativeOne Wealth
Kansas
$306K +$369 +6 +0.1%
PSP
516
Principal Street Partners
Tennessee
$306K +$7.74K +126 +2%
FAIM
517
Financial Advocates Investment Management
Washington
$305K +$123 +2 +0%
EDRH
518
Edmond de Rothschild Holding
Switzerland
$304K – – –
MAA
519
Mraz Amerine & Associates
California
$303K -$66.4K -1,080 -17%
CA
520
Cetera Advisors
Colorado
$301K +$8.97K +146 +3%
WOSD
521
WFA of San Diego
California
$300K +$315K +5,122 New
CL
522
Choreo LLC
Illinois
$299K -$8.11K -132 -3%
FCI
523
Financial Counselors Inc
Kansas
$296K +$25.1K +408 +9%
SCA
524
Stonebridge Capital Advisors
Minnesota
$293K -$43K -700 -12%
IG
525
ING Group
Netherlands
$290K -$330K -5,378 -52%
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