We are live on ! Find out more
SRE icon

Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
DWMG
551
DB Wealth Management Group
California
$319K – – –
BA
552
Bridgewater Advisors
New York
$318K +$329K +4,806 New
BCM
553
BTR Capital Management
California
$316K – – –
IWM
554
IHT Wealth Management
Illinois
$314K +$13.7K +200 +4%
TMAM
555
Tokio Marine Asset Management
Japan
$314K +$62.4K +912 +24%
FNBT
556
FineMark National Bank & Trust
Florida
$312K +$30.8K +450 +11%
LF
557
LifeSteps Financial
California
$310K +$45.2K +660 +16%
PSP
558
Principal Street Partners
Tennessee
$309K -$323K -4,726 -50%
FCI
559
Financial Counselors Inc
Kansas
$309K -$26K -380 -8%
NNP
560
Nachman Norwood & Parrott
South Carolina
$309K -$8.21K -120 -3%
RCM
561
RB Capital Management
Nevada
$309K +$1.92K +28 +0.6%
AWE
562
Avidian Wealth Enterprises
Texas
$309K +$12.9K +188 +4%
BU
563
BBVA USA
Alabama
$308K +$319K +4,654 New
CFB
564
Cullen/Frost Bankers
Texas
$307K – – –
ABC
565
Associated Banc-Corp
Wisconsin
$305K +$315K +4,600 New
MAA
566
Mraz Amerine & Associates
California
$304K +$274 +4 +0.1%
FCA
567
FinTrust Capital Advisors
South Carolina
$303K +$2.05K +30 +0.7%
FFG
568
Ford Financial Group
California
$301K – – –
WA1
569
Wimmer Associates 1
California
$299K +$61K +892 +25%
MAM
570
Meeder Asset Management
Ohio
$299K +$87.5K +1,278 +39%
MHIC
571
Marble Harbor Investment Counsel
Massachusetts
$298K – – –
PCM
572
Pointe Capital Management
Michigan
$294K +$9.31K +136 +3%
OIA
573
OneDigital Investment Advisors
Kansas
$291K -$109K -1,588 -27%
EWM
574
Evercore Wealth Management
New York
$290K -$32.7K -478 -10%
ED
575
Exane Derivatives
France
$290K +$244K +3,568 +436%
21 22
23
24 25