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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBT
551
FineMark National Bank & Trust
Florida
$312K +$30.8K +450 +11%
LF
552
LifeSteps Financial
California
$310K +$45.2K +660 +16%
PSP
553
Principal Street Partners
Tennessee
$309K -$323K -4,726 -50%
FCI
554
Financial Counselors Inc
Kansas
$309K -$26K -380 -8%
NNP
555
Nachman Norwood & Parrott
South Carolina
$309K -$8.21K -120 -3%
RCM
556
RB Capital Management
Nevada
$309K +$1.92K +28 +0.6%
AWE
557
Avidian Wealth Enterprises
Texas
$309K +$12.9K +188 +4%
BU
558
BBVA USA
Alabama
$308K +$319K +4,654 New
CFB
559
Cullen/Frost Bankers
Texas
$307K – – –
ABC
560
Associated Banc-Corp
Wisconsin
$305K +$315K +4,600 New
MAA
561
Mraz Amerine & Associates
California
$304K +$274 +4 +0.1%
FCA
562
FinTrust Capital Advisors
South Carolina
$303K +$2.05K +30 +0.7%
FFG
563
Ford Financial Group
California
$301K – – –
WA1
564
Wimmer Associates 1
California
$299K +$61K +892 +25%
MAM
565
Meeder Asset Management
Ohio
$299K +$87.5K +1,278 +39%
MHIC
566
Marble Harbor Investment Counsel
Massachusetts
$298K – – –
PCM
567
Pointe Capital Management
Michigan
$294K +$9.31K +136 +3%
OIA
568
OneDigital Investment Advisors
Kansas
$291K -$109K -1,588 -27%
EWM
569
Evercore Wealth Management
New York
$290K -$32.7K -478 -10%
ED
570
Exane Derivatives
France
$290K +$244K +3,568 +436%
OWA
571
Octavia Wealth Advisors
Ohio
$287K – – –
HAG
572
HighPoint Advisor Group
Illinois
$287K +$63.4K +926 +27%
NSIM
573
North Star Investment Management
Illinois
$285K – – –
BCM
574
Brookstone Capital Management
Illinois
$281K +$291K +4,258 New
CCA
575
Checchi Capital Advisers
California
$280K +$15.7K +230 +6%
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