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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
526
Voya Financial Advisors
Connecticut
$353K +$15.6K +242 +5%
FTDI
527
First Trust Direct Indexing
Massachusetts
$353K +$357K +5,546 New
AIM
528
Allen Investment Management
New York
$350K +$5.53K +86 +2%
RJT
529
Raymond James Trust
Florida
$347K +$78.4K +1,218 +29%
WANY
530
Wealthspire Advisors (New York)
New York
$344K +$347K +5,396 New
BF
531
BOK Financial
Oklahoma
$342K +$346K +5,380 New
NCM
532
Neumann Capital Management
California
$341K – – –
GCP
533
GSA Capital Partners
United Kingdom
$331K +$334K +5,190 New
JF
534
Jump Financial
Illinois
$326K -$121K -1,876 -27%
ECM
535
Evergreen Capital Management
Washington
$326K +$65.9K +1,024 +25%
RP
536
Rice Partnership
Hawaii
$326K +$329K +5,112 New
PMA
537
Prudent Man Advisors
Illinois
$318K +$44.4K +690 +16%
IAA
538
Independent Advisor Alliance
North Carolina
$316K +$41K +638 +15%
BFEC
539
Benjamin F. Edwards & Company
Missouri
$315K +$13.9K +216 +5%
BCI
540
Brinker Capital Investments
Pennsylvania
$314K -$1.23M -19,058 -80%
AIA
541
AIMZ Investment Advisors
California
$313K +$316K +4,910 New
SWMP
542
Signature Wealth Management Partners
New Jersey
$313K +$317K +4,920 New
PCM
543
Prelude Capital Management
New York
$310K +$260K +4,046 +489%
FFS
544
Founders Financial Securities
Maryland
$310K +$313K +4,870 New
SCA
545
Stonebridge Capital Advisors
Minnesota
$309K +$9.65K +150 +3%
DWMG
546
DB Wealth Management Group
California
$307K +$310K +4,812 New
NNP
547
Nachman Norwood & Parrott
South Carolina
$306K +$4.89K +76 +2%
PAM
548
Premier Asset Management
Illinois
$306K +$309K +4,804 New
BUB
549
BBVA USA Bancshares
Texas
$302K -$13K -202 -4%
CPIG
550
Chicago Partners Investment Group
Illinois
$297K +$27.1K +422 +9%
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