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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
551
Eagle Asset Management
Florida
$379K -$208K -3,286 -36%
SIAG
552
Safeguard Investment Advisory Group
California
$379K – – –
DPI
553
Diversified Portfolios Inc
Michigan
$374K – – –
SC
554
Sepio Capital
Utah
$372K – – –
AL
555
Aspiriant LLC
California
$371K +$93.2K +1,470 +36%
MF
556
Manchester Financial
California
$370K +$18.5K +292 +6%
CSI
557
Cross Staff Investments
New York
$370K +$355K +5,600 New
VW
558
Vance Wealth
California
$370K +$355K +5,600 New
MGP
559
Metis Global Partners
California
$368K +$353K +5,574 New
JF
560
Jump Financial
Illinois
$362K +$347K +5,478 New
CWS
561
Cypress Wealth Services
California
$361K +$1.27K +20 +0.4%
MWM
562
Modera Wealth Management
New Jersey
$361K +$346K +5,456 New
FCA
563
FinTrust Capital Advisors
South Carolina
$359K +$33.6K +530 +11%
ACM
564
AlphaCrest Capital Management
New York
$359K +$344K +5,430 New
EAM
565
Erste Asset Management
Austria
$358K +$345K +5,452 New
CL
566
Choreo LLC
Illinois
$358K -$3.55K -56 -1%
FFG
567
Frisch Financial Group
New York
$358K +$2.92K +46 +0.9%
BA
568
Bridgewater Advisors
New York
$357K +$34.5K +544 +11%
CWS
569
Confluence Wealth Services
Pennsylvania
$357K +$342K +5,400 New
PWAG
570
Polaris Wealth Advisory Group
California
$354K -$2.79K -44 -0.8%
NCM
571
Neumann Capital Management
California
$354K – – –
OAM
572
Oak Asset Management
California
$350K +$127K +2,000 +61%
BFEC
573
Benjamin F. Edwards & Company
Missouri
$349K +$3.8K +60 +1%
AC
574
ASB Consultores
Florida
$348K +$333K +5,256 New
WAM
575
Weatherly Asset Management
California
$347K -$14.6K -230 -4%
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