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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
PTP
501
Platform Technology Partners
New York
$357K +$13.5K +220 +4%
SC
502
Searle & Co
Connecticut
$355K – – –
APA
503
American Portfolios Advisors
New York
$352K +$23K +374 +7%
FMTC
504
Farmers & Merchants Trust Company
California
$347K -$154K -2,500 -30%
IDBONY
505
Israel Discount Bank of New York
New York
$345K – – –
PFPT
506
Pinnacle Financial Partners (Tennessee)
Tennessee
$344K – – –
IAN
507
Integrated Advisors Network
Texas
$341K +$54.3K +882 +18%
FP
508
Financial Perspectives
Minnesota
$339K – – –
PFS
509
Prospera Financial Services
Texas
$337K +$350K +5,694 New
SPC
510
Sigma Planning Corp
Michigan
$336K +$349K +5,670 New
SC
511
Sepio Capital
Utah
$333K – – –
CL
512
Choreo LLC
Illinois
$332K +$31.5K +512 +10%
EWM
513
Evercore Wealth Management
New York
$329K -$59.7K -970 -15%
DT
514
Diversified Trust
Tennessee
$325K +$112K +1,820 +49%
CRWM
515
Castle Rock Wealth Management
California
$324K +$308K +4,996 New
AIM
516
Allen Investment Management
New York
$320K +$333K +5,414 New
NCM
517
Neumann Capital Management
California
$317K – – –
PG
518
Patten Group
Tennessee
$314K +$91.7K +1,490 +39%
LOAME
519
Lombard Odier Asset Management (Europe)
United Kingdom
$314K +$326K +5,304 New
VFA
520
Voya Financial Advisors
Connecticut
$312K +$89.5K +1,454 +37%
CW
521
CreativeOne Wealth
Kansas
$309K -$369 -6 -0.1%
GT
522
Greenleaf Trust
Michigan
$304K -$58.2K -946 -16%
CA
523
Cetera Advisors
Colorado
$303K – – –
AIM
524
Aigen Investment Management
New York
$298K +$310K +5,042 New
CAI
525
Capital Advisors Inc
Oklahoma
$296K +$14.9K +242 +5%
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