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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
FCH
576
Freestone Capital Holdings
Washington
$275K +$76.3K +1,156 +36%
RCM
577
RB Capital Management
Nevada
$274K -$21.5K -326 -7%
CRWM
578
Castle Rock Wealth Management
California
$273K -$43.8K -664 -13%
NSIM
579
North Star Investment Management
Illinois
$272K – – –
CAG
580
Csenge Advisory Group
Florida
$271K +$285K +4,314 New
BAM
581
Blueshift Asset Management
New Jersey
$270K +$282K +4,276 New
FCI
582
Financial Counselors Inc
Kansas
$269K -$26.9K -408 -9%
BCM
583
Brookstone Capital Management
Illinois
$269K -$1.19K -18 -0.4%
IDBONY
584
Israel Discount Bank of New York
New York
$267K +$279K +4,228 New
CAG
585
Crestwood Advisors Group
Massachusetts
$266K – – –
PL
586
Plancorp LLC
Missouri
$266K +$3.96K +60 +1%
GFS
587
GYL Financial Synergies
Connecticut
$263K +$6.6K +100 +2%
AL
588
Aspiriant LLC
California
$262K +$2.24K +34 +0.8%
RIL
589
Rothschild Investment LLC
Illinois
$260K – – –
KC
590
Kepos Capital
New York
$260K +$117K +1,774 +76%
HAG
591
HighPoint Advisor Group
Illinois
$259K -$15.7K -238 -5%
IWA
592
Intercontinental Wealth Advisors
Texas
$258K +$14.1K +214 +6%
WOSD
593
WFA of San Diego
California
$254K -$8.85K -134 -3%
KIM
594
Karpus Investment Management
New York
$253K – – –
PIM
595
Perpetual Investment Management
Australia
$253K – – –
AF
596
Allworth Financial
California
$253K +$56.6K +858 +27%
TCM
597
Teza Capital Management
Illinois
$247K -$195K -2,948 -43%
CPSAC
598
Chas P. Smith & Associates (CPS)
Florida
$247K – – –
FMWA
599
Forvis Mazars Wealth Advisors
Missouri
$247K +$32.9K +498 +15%
FRM
600
Fox Run Management
Connecticut
$246K -$355K -5,380 -58%
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