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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
526
Aveo Capital Partners
Colorado
$558K +$34.5K +426 +6%
LNC
527
Lincoln National Corp
Pennsylvania
$557K +$100K +1,238 +20%
SCM
528
Schnieders Capital Management
California
$543K – – –
IAA
529
Independent Advisor Alliance
North Carolina
$540K +$56.6K +700 +11%
WI
530
Wahed Invest
New York
$539K +$37.4K +462 +7%
CAM
531
Centre Asset Management
New York
$538K +$3.72K +46 +0.6%
OPA
532
Old Port Advisors
Maine
$535K -$10.4K -128 -2%
SW
533
SVB Wealth
Massachusetts
$534K +$222K +2,744 +63%
BOH
534
Bank of Hawaii
Hawaii
$528K – – –
4WM
535
44 Wealth Management
Oregon
$526K +$7.77K +96 +1%
PAG
536
Private Advisor Group
New Jersey
$519K -$647K -7,992 -54%
BAMF
537
BI Asset Management Fondsmaeglerselskab
Denmark
$517K +$259K +3,200 +86%
SIAG
538
Safeguard Investment Advisory Group
California
$514K +$151K +1,870 +37%
LA
539
LVW Advisors
New York
$513K – – –
OIA
540
OneDigital Investment Advisors
Kansas
$511K +$75.7K +936 +16%
PS
541
Presima Securities
Quebec, Canada
$510K -$227K -2,800 -29%
FBT
542
First Bankers Trust
Kentucky
$510K – – –
BJL
543
Brighton Jones LLC
Washington
$508K +$269K +3,326 +97%
SP
544
Symmetry Partners
Connecticut
$506K – – –
ZIM
545
Zacks Investment Management
Illinois
$500K – – –
ARMT
546
Amica Retiree Medical Trust
Rhode Island
$499K -$75.9K -938 -12%
RWM
547
Ritholtz Wealth Management
New York
$497K +$537K +6,634 New
QCG
548
Quadrant Capital Group
Ohio
$496K +$36.9K +456 +7%
AA
549
Advisory Alpha
Michigan
$490K – – –
CCG
550
Cypress Capital Group
Florida
$486K -$222K -2,748 -30%
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