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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
526
Focused Wealth Management
New York
$160K +$174K +3,000 New
TCA
527
Tortoise Capital Advisors
Kansas
$154K -$125K -2,154 -43%
AF
528
Arrow Financial
New York
$151K – – –
FPS
529
Fieldpoint Private Securities
Connecticut
$143K – – –
WAS
530
WESPAC Advisors SoCal
California
$139K +$1.04K +18 +0.7%
CA
531
Calton & Associates
Florida
$139K +$152K +2,628 New
RPC
532
Rossmore Private Capital
Connecticut
$139K +$151K +2,596 New
EA
533
Edge Advisors
Georgia
$138K +$7.88K +136 +6%
IUHSA
534
Itau Unibanco Holding S.A.
Brazil
$133K +$27.9K +482 +24%
MF
535
MHI Funds
New York
$130K +$141K +2,424 New
FRA
536
Front Row Advisors
California
$130K +$141K +2,436 New
AOWM
537
Alpha Omega Wealth Management
Virginia
$129K – – –
POIA
538
Pin Oak Investment Advisors
Texas
$116K +$126K +2,166 New
FIM
539
Foresters Investment Management
New York
$115K +$12.9K +222 +12%
PA
540
Perennial Advisors
New York
$113K – – –
TCM
541
Tradewinds Capital Management
Washington
$113K – – –
TSW
542
Thompson Siegel & Walmsley
Virginia
$102K -$41.2K -710 -27%
TWA
543
TCI Wealth Advisors
Arizona
$102K – – –
WAM
544
Wealthspire Advisors (Maryland)
Maryland
$101K +$19.8K +342 +22%
IWM
545
IHT Wealth Management
Illinois
$99K – – –
VCM
546
Versant Capital Management
Arizona
$98K – – –
FQ
547
First Quadrant
California
$96K – – –
MGIA
548
Moneta Group Investment Advisors
Missouri
$89K +$96.9K +1,672 New
GLI
549
Guardian Life Insurance
New York
$87K +$28.4K +490 +43%
CPA
550
Cowen Prime Advisors
New York
$86K – – –
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