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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
551
Greenleaf Trust
Michigan
$979K -$8.19K -88 -0.8%
VHAM
552
Van Hulzen Asset Management
California
$978K +$32.9K +354 +3%
PA
553
Procyon Advisors
Connecticut
$978K +$53.2K +572 +6%
CFG
554
Citizens Financial Group
Rhode Island
$972K -$2.44M -26,246 -71%
OQS
555
Occudo Quantitative Strategies
Florida
$969K +$972K +10,454 New
GH
556
GAM Holding
Switzerland
$965K -$6.97K -75 -0.7%
FTWA
557
Fifth Third Wealth Advisors
Ohio
$951K -$41.4K -445 -4%
CPIG
558
Chicago Partners Investment Group
Illinois
$946K +$172K +1,850 +22%
LIM
559
Letson Investment Management
Georgia
$946K – – –
AAM
560
AMI Asset Management
California
$946K +$11.2K +120 +1%
CWS
561
Confluence Wealth Services
Pennsylvania
$942K +$520K +5,590 +122%
AFCM
562
Applied Finance Capital Management
Puerto Rico
$937K -$108K -1,159 -10%
CT
563
Chicago Trust
Illinois
$934K – – –
CFG
564
Cooper Financial Group
California
$931K -$79K -849 -8%
EC
565
EntryPoint Capital
New York
$911K – – –
SLI
566
Sumitomo Life Insurance
Japan
$908K -$50.8K -546 -5%
OIA
567
OneDigital Investment Advisors
Kansas
$907K -$17.1K -184 -2%
IAG
568
Ipsen Advisor Group
Arkansas
$903K +$3.91K +42 +0.4%
CW
569
CreativeOne Wealth
Kansas
$899K -$8.19K -88 -0.9%
CK
570
Cohen Klingenstein
New York
$890K – – –
PAM
571
Paradigm Asset Management
New York
$890K +$893K +9,600 New
SFI
572
Siemens Fonds Invest
Germany
$884K +$24.5K +263 +3%
WP
573
Westmount Partners
California
$876K – – –
SAM
574
Smartleaf Asset Management
Massachusetts
$870K – – –
GI
575
Gradient Investments
Minnesota
$867K +$1.12K +12 +0.1%
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23
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