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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
FTWA
551
Fifth Third Wealth Advisors
Ohio
$1.04M +$61.9K +676 +7%
CGIM
552
Capital Group Investment Management
Singapore
$1.04M -$352K -3,845 -26%
GT
553
Greenleaf Trust
Michigan
$1.03M +$40.4K +441 +4%
IWM
554
Iams Wealth Management
Nebraska
$1.03M +$10.2K +111 +1%
PAS
555
Park Avenue Securities
New York
$1.03M -$100K -1,098 -9%
GH
556
GAM Holding
Switzerland
$1.02M -$527K -5,762 -35%
SLI
557
Sumitomo Life Insurance
Japan
$1M +$26K +284 +3%
SAI
558
Savvy Advisors Inc
New York
$1M +$314K +3,432 +50%
BJL
559
Brighton Jones LLC
Washington
$1,000K +$942K +10,291 New
LIM
560
Letson Investment Management
Georgia
$991K – – –
VHAM
561
Van Hulzen Asset Management
California
$991K -$1.28K -14 -0.1%
AAM
562
AMI Asset Management
California
$979K -$5.86K -64 -0.6%
CT
563
Chicago Trust
Illinois
$979K -$732 -8 -0.1%
PA
564
Procyon Advisors
Connecticut
$969K +$42.4K +463 +5%
OIA
565
OneDigital Investment Advisors
Kansas
$968K -$38.4K -420 -4%
EAM
566
Eventide Asset Management
Massachusetts
$967K +$86.7K +947 +10%
FMWA
567
Forvis Mazars Wealth Advisors
Missouri
$960K +$13.5K +148 +2%
EC
568
EntryPoint Capital
New York
$954K +$899K +9,821 New
IP
569
Indivisible Partners
Florida
$952K +$279K +3,051 +45%
CW
570
CreativeOne Wealth
Kansas
$950K +$1.37K +15 +0.2%
LFG
571
Larson Financial Group
Missouri
$950K -$12.2K -133 -1%
IAG
572
Ipsen Advisor Group
Arkansas
$942K +$16.3K +178 +2%
CK
573
Cohen Klingenstein
New York
$933K – – –
SC
574
Savant Capital
Illinois
$930K -$29.8K -326 -3%
WP
575
Westmount Partners
California
$918K -$38.5K -421 -4%
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