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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
551
Cohen Capital Management
California
$632K – – –
ACI
552
Alpha Cubed Investments
California
$631K -$62.4K -870 -9%
MGIA
553
Moneta Group Investment Advisors
Missouri
$630K +$20.9K +291 +3%
GBT
554
Grove Bank & Trust
Florida
$629K +$573K +7,992 +1,054%
CA
555
Claro Advisors
Massachusetts
$626K -$4.95K -69 -0.8%
CASC
556
Coppell Advisory Solutions Corp
Texas
$621K +$620K +8,648 New
PMA
557
Prudent Man Advisors
Illinois
$618K -$9.89K -138 -2%
VWM
558
Venturi Wealth Management
Texas
$614K -$51.5K -718 -8%
PAG
559
Private Advisor Group
New Jersey
$613K -$79K -1,103 -11%
MFIM
560
Mesirow Financial Investment Management
Illinois
$611K +$358 +5 +0.1%
SCM
561
Stevens Capital Management
Pennsylvania
$610K +$608K +8,488 New
MMM
562
Mendel Money Management
Illinois
$605K +$63.4K +884 +12%
MAS
563
Meeder Advisory Services
Ohio
$597K -$38.9K -543 -6%
SIC
564
Salem Investment Counselors
North Carolina
$585K – – –
AF
565
Allworth Financial
California
$582K -$64.1K -895 -10%
OGC
566
Oak Grove Capital
New Hampshire
$582K – – –
GT
567
Greenleaf Trust
Michigan
$580K -$71K -991 -11%
SMC
568
Smith, Moore & Co
Missouri
$565K – – –
AWA
569
Aaron Wealth Advisors
Illinois
$562K +$88.6K +1,236 +19%
CPC
570
Cookson Peirce & Co
Pennsylvania
$562K +$21.9K +305 +4%
QI
571
Qtron Investments
Massachusetts
$550K +$548K +7,651 New
SIAG
572
Safeguard Investment Advisory Group
California
$547K -$3.8K -53 -0.7%
ZIM
573
Zacks Investment Management
Illinois
$536K -$645 -9 -0.1%
RT
574
Rockland Trust
Massachusetts
$534K -$17M -236,767 -97%
IWM
575
Iams Wealth Management
Nebraska
$534K +$50.1K +699 +10%
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