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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
551
Continuum Advisory
Idaho
$459K +$3.68K +48 +0.8%
CAG
552
Csenge Advisory Group
Florida
$458K -$3.22K -42 -0.7%
AF
553
Allworth Financial
California
$455K -$20.7K -270 -4%
GFS
554
GYL Financial Synergies
Connecticut
$454K +$460 +6 +0.1%
AL
555
Aspiriant LLC
California
$453K +$134K +1,742 +41%
MF
556
Manchester Financial
California
$451K -$3.99K -52 -0.9%
DC
557
Davenport & Co
Virginia
$451K -$26.9K -350 -6%
WA
558
Wealth Alliance
New York
$450K +$19K +248 +4%
ECM
559
Evergreen Capital Management
Washington
$450K +$97.4K +1,270 +27%
OCG
560
Opus Capital Group
Ohio
$444K -$6.14K -80 -1%
FP
561
Financial Perspectives
Minnesota
$443K +$3.07K +40 +0.7%
CCA
562
Checchi Capital Advisers
California
$443K +$5.22K +68 +1%
FMTC
563
Farmers & Merchants Trust Company
California
$443K -$230K -3,000 -34%
BJL
564
Brighton Jones LLC
Washington
$440K +$2.3K +30 +0.5%
SW
565
SVB Wealth
Massachusetts
$440K -$472K -6,152 -51%
LCWP
566
Legacy Capital Wealth Partners
Arkansas
$439K +$445K +5,806 New
RWA
567
Redhawk Wealth Advisors
Minnesota
$438K +$2.15K +28 +0.5%
WA1
568
Wimmer Associates 1
California
$436K -$6.45K -84 -1%
FWM
569
Fingerlakes Wealth Management
New York
$435K +$2.61K +34 +0.6%
PFA
570
Petra Financial Advisors
Colorado
$433K – – –
IWM
571
Iams Wealth Management
Nebraska
$429K +$440K +5,740 New
SC
572
Sepio Capital
Utah
$428K +$1.07K +14 +0.2%
BFEC
573
Benjamin F. Edwards & Company
Missouri
$426K +$9.21K +120 +2%
VIA
574
Vident Investment Advisory
Georgia
$424K +$98.1K +1,278 +29%
CSI
575
Cross Staff Investments
New York
$423K – – –
21 22
23
24 25