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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
576
Institute for Wealth Management
Colorado
$218K +$208K +3,170 New
FFA
577
First Foundation Advisors
California
$218K +$208K +3,174 New
PG
578
Patten Group
Tennessee
$216K +$207K +3,150 New
CCM
579
Coldstream Capital Management
Washington
$209K +$199K +3,038 New
ECM
580
Evergreen Capital Management
Washington
$209K +$199K +3,040 New
BC
581
Burleson & Co
California
$209K +$202K +3,080 New
QCG
582
Quadrant Capital Group
Ohio
$208K +$108K +1,644 +109%
CCC
583
Chelsea Counsel Company
California
$207K +$197K +3,006 New
CG
584
Cutler Group
California
$206K +$197K +3,000 New
IGGA
585
Iron Gate Global Advisors
Utah
$206K +$197K +3,000 New
LIC
586
Lodestar Investment Counsel
Illinois
$206K +$197K +3,000 New
MA
587
Montag & Associates
Georgia
$205K +$195K +2,976 New
BFA
588
Beaumont Financial Advisors
Massachusetts
$204K +$195K +2,968 New
SPC
589
Stewart & Patten Company
California
$203K -$35.7K -544 -16%
GP
590
Girard Partners
Pennsylvania
$203K +$195K +2,966 New
BOTW
591
Bank of the West
California
$201K +$192K +2,920 New
LC
592
Lindbrook Capital
California
$195K +$37.8K +576 +25%
TAM
593
Tiverton Asset Management
Delaware
$192K – – –
NFG
594
Next Financial Group
Texas
$190K +$179K +2,732 +12,418%
ARMC
595
American Research & Management Company
Massachusetts
$187K – – –
MPWT
596
MassMutual Private Wealth & Trust
Connecticut
$184K -$17.6K -268 -9%
PO
597
Private Ocean
California
$181K +$262 +4 +0.2%
AF
598
Arrow Financial
New York
$179K -$5.25K -80 -3%
FRA
599
Front Row Advisors
California
$167K – – –
AF
600
Allworth Financial
California
$166K – – –
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