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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
551
Petrus Trust Company
Texas
$729K +$796K +10,222 New
LIM
552
Letson Investment Management
Georgia
$728K +$795K +10,200 New
CT
553
Chicago Trust
Illinois
$727K -$23K -295 -3%
WA
554
WESPAC Advisors
California
$725K +$791K +10,153 New
PAM
555
Paradigm Asset Management
New York
$721K – – –
TI
556
Tidal Investments
Wisconsin
$718K -$334K -4,281 -30%
GT
557
Greenleaf Trust
Michigan
$717K -$63.6K -816 -8%
LSA
558
Leonteq Securities AG
Switzerland
$712K +$551K +7,075 +240%
WWG
559
West Wealth Group
California
$710K -$37.1K -476 -5%
VHAM
560
Van Hulzen Asset Management
California
$705K +$313K +4,016 +69%
WP
561
Westmount Partners
California
$702K -$50.3K -646 -6%
GI
562
Gradient Investments
Minnesota
$699K +$1.64K +21 +0.2%
SAM
563
Sompo Asset Management
Japan
$699K +$287K +3,680 +60%
MGIA
564
Moneta Group Investment Advisors
Missouri
$698K +$24.9K +319 +3%
PFM
565
Premier Fund Managers
United Kingdom
$697K -$1.75M -22,500 -69%
CPC
566
Cookson Peirce & Co
Pennsylvania
$689K +$103K +1,317 +16%
SIAG
567
Safeguard Investment Advisory Group
California
$688K +$163K +2,093 +28%
CK
568
Cohen Klingenstein
New York
$685K – – –
JF
569
Jump Financial
Illinois
$677K +$288K +3,693 +64%
PCG
570
Prosperity Consulting Group
Maryland
$669K -$74.8K -960 -9%
AO
571
Advisor OS
Illinois
$664K -$57.7K -741 -7%
SMWM
572
Silvia McColl Wealth Management
California
$652K -$1.48K -19 -0.2%
SIA
573
Strategic Investment Advisors
Michigan
$652K -$26.9K -345 -4%
CA
574
Claro Advisors
Massachusetts
$635K -$36.1K -463 -5%
IAG
575
Ipsen Advisor Group
Arkansas
$634K +$38.3K +492 +6%
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