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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
551
Krane Funds Advisors
New York
$502K +$518K +6,894 New
AWA
552
Aaron Wealth Advisors
Illinois
$502K -$59.9K -798 -10%
BFM
553
Boothbay Fund Management
New York
$495K +$511K +6,806 New
FBT
554
First Bankers Trust
Kentucky
$495K – – –
SP
555
Symmetry Partners
Connecticut
$492K – – –
CF
556
Centaurus Financial
California
$492K +$22.7K +302 +5%
CAM
557
Centre Asset Management
New York
$488K – – –
BOH
558
Bank of Hawaii
Hawaii
$487K -$87K -1,158 -15%
ZIM
559
Zacks Investment Management
Illinois
$486K – – –
TPCW
560
TD Private Client Wealth
New York
$483K +$8.86K +118 +2%
PFO
561
Pathstone Family Office
New Jersey
$480K -$197K -2,628 -29%
AA
562
Advisory Alpha
Michigan
$475K -$2.55K -34 -0.5%
CCM
563
Coldstream Capital Management
Washington
$472K -$6.76K -90 -1%
LCM
564
LVM Capital Management
Michigan
$471K – – –
PIA
565
Perennial Investment Advisors
California
$467K +$160K +2,136 +50%
CL
566
Choreo LLC
Illinois
$467K +$1.65K +22 +0.3%
QCG
567
Quadrant Capital Group
Ohio
$466K -$91.9K -1,224 -16%
ECM
568
Evergreen Capital Management
Washington
$464K +$35.1K +468 +8%
CPIG
569
Chicago Partners Investment Group
Illinois
$460K -$16.7K -222 -3%
PMA
570
Prudent Man Advisors
Illinois
$456K -$7.51K -100 -2%
SIAG
571
Safeguard Investment Advisory Group
California
$454K +$2.85K +38 +0.6%
CA
572
Continuum Advisory
Idaho
$452K +$10.8K +144 +2%
SPWG
573
Syntegra Private Wealth Group
Missouri
$452K – – –
DWM
574
Drive Wealth Management
Utah
$452K -$52K -692 -10%
4WM
575
44 Wealth Management
Oregon
$448K +$56.5K +752 +14%
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