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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
576
SRH Advisors
Kansas
$220K – – –
WF
577
Welch & Forbes
Massachusetts
$220K – – –
PGFC
578
Peapack-Gladstone Financial Corp
New Jersey
$218K -$5.25K -80 -2%
IFWM
579
Institute for Wealth Management
Colorado
$218K +$208K +3,170 New
FFA
580
First Foundation Advisors
California
$218K +$208K +3,174 New
PG
581
Patten Group
Tennessee
$216K +$207K +3,150 New
CCM
582
Coldstream Capital Management
Washington
$209K +$199K +3,038 New
ECM
583
Evergreen Capital Management
Washington
$209K +$199K +3,040 New
BC
584
Burleson & Co
California
$209K +$202K +3,080 New
QCG
585
Quadrant Capital Group
Ohio
$208K +$108K +1,644 +109%
CCC
586
Chelsea Counsel Company
California
$207K +$197K +3,006 New
CG
587
Cutler Group
California
$206K +$197K +3,000 New
IGGA
588
Iron Gate Global Advisors
Utah
$206K +$197K +3,000 New
LIC
589
Lodestar Investment Counsel
Illinois
$206K +$197K +3,000 New
MA
590
Montag & Associates
Georgia
$205K +$195K +2,976 New
BFA
591
Beaumont Financial Advisors
Massachusetts
$204K +$195K +2,968 New
SPC
592
Stewart & Patten Company
California
$203K -$35.7K -544 -16%
GP
593
Girard Partners
Pennsylvania
$203K +$195K +2,966 New
BOTW
594
Bank of the West
California
$201K +$192K +2,920 New
LC
595
Lindbrook Capital
California
$195K +$37.8K +576 +25%
TAM
596
Tiverton Asset Management
Delaware
$192K – – –
NFG
597
Next Financial Group
Texas
$190K +$179K +2,732 +12,418%
ARMC
598
American Research & Management Company
Massachusetts
$187K – – –
MPWT
599
MassMutual Private Wealth & Trust
Connecticut
$184K -$17.6K -268 -9%
PO
600
Private Ocean
California
$181K +$262 +4 +0.2%
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