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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
576
North Star Investment Management
Illinois
$272K – – –
CAG
577
Csenge Advisory Group
Florida
$271K +$285K +4,314 New
BAM
578
Blueshift Asset Management
New Jersey
$270K +$282K +4,276 New
FCI
579
Financial Counselors Inc
Kansas
$269K -$26.9K -408 -9%
BCM
580
Brookstone Capital Management
Illinois
$269K -$1.19K -18 -0.4%
IDBONY
581
Israel Discount Bank of New York
New York
$267K +$279K +4,228 New
CAG
582
Crestwood Advisors Group
Massachusetts
$266K – – –
PL
583
Plancorp LLC
Missouri
$266K +$3.96K +60 +1%
GFS
584
GYL Financial Synergies
Connecticut
$263K +$6.6K +100 +2%
AL
585
Aspiriant LLC
California
$262K +$2.24K +34 +0.8%
RIL
586
Rothschild Investment LLC
Illinois
$260K – – –
KC
587
Kepos Capital
New York
$260K +$117K +1,774 +76%
HAG
588
HighPoint Advisor Group
Illinois
$259K -$15.7K -238 -5%
IWA
589
Intercontinental Wealth Advisors
Texas
$258K +$14.1K +214 +6%
WOSD
590
WFA of San Diego
California
$254K -$8.85K -134 -3%
KIM
591
Karpus Investment Management
New York
$253K – – –
PIM
592
Perpetual Investment Management
Australia
$253K – – –
AF
593
Allworth Financial
California
$253K +$56.6K +858 +27%
TCM
594
Teza Capital Management
Illinois
$247K -$195K -2,948 -43%
CPSAC
595
Chas P. Smith & Associates (CPS)
Florida
$247K – – –
FMWA
596
Forvis Mazars Wealth Advisors
Missouri
$247K +$32.9K +498 +15%
FRM
597
Fox Run Management
Connecticut
$246K -$355K -5,380 -58%
SCM
598
Shelton Capital Management
Colorado
$245K – – –
KPW
599
Kore Private Wealth
New York
$244K +$4.22K +64 +2%
BL
600
Balentine LLC
Georgia
$241K +$251K +3,808 New
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