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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
MAA
551
Mraz Amerine & Associates
California
$304K +$249 +4 +0.1%
CAM
552
Cresset Asset Management
Illinois
$303K +$283K +4,552 New
WCA
553
Windsor Creek Advisors
Vermont
$302K -$401K -6,448 -59%
FCA
554
FinTrust Capital Advisors
South Carolina
$302K +$33.1K +532 +13%
IWM
555
IHT Wealth Management
Illinois
$301K +$33K +530 +13%
FFG
556
Ford Financial Group
California
$301K +$45.8K +736 +19%
MHIC
557
Marble Harbor Investment Counsel
Massachusetts
$298K – – –
AWE
558
Avidian Wealth Enterprises
Texas
$296K +$20.8K +334 +8%
AL
559
Aspiriant LLC
California
$295K -$4.35K -70 -2%
CAI
560
Capital Advisors Inc
Oklahoma
$293K – – –
OWA
561
Octavia Wealth Advisors
Ohio
$289K +$746 +12 +0.3%
NICM
562
Neo Ivy Capital Management
New York
$289K +$271K +4,360 New
WOSD
563
WFA of San Diego
California
$286K +$269K +4,320 New
NSIM
564
North Star Investment Management
Illinois
$285K – – –
PCM
565
Pointe Capital Management
Michigan
$285K +$11.3K +182 +4%
VFA
566
Voya Financial Advisors
Connecticut
$284K -$80.6K -1,296 -23%
1WA
567
180 Wealth Advisors
Washington
$283K +$257K +4,134 New
FNBT
568
FineMark National Bank & Trust
Florida
$282K +$265K +4,256 New
OGF
569
Orin Green Financial
California
$281K – – –
IDBONY
570
Israel Discount Bank of New York
New York
$280K -$99.5K -1,600 -27%
CAG
571
Crestwood Advisors Group
Massachusetts
$279K -$4.35K -70 -2%
XT
572
XTX Topco
Cayman Islands
$275K +$258K +4,154 New
PL
573
Plancorp LLC
Missouri
$274K -$5.72K -92 -2%
OSAM
574
O'Shaughnessy Asset Management
Connecticut
$274K +$5.6K +90 +2%
RIL
575
Rothschild Investment LLC
Illinois
$273K +$3.98K +64 +2%
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