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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
601
Bartlett & Co Wealth Management
Ohio
$221K +$210K +3,000 New
IGGA
602
Iron Gate Global Advisors
Utah
$221K – – –
BB
603
Busey Bank
Illinois
$221K +$209K +2,986 New
BC
604
Bartlett & Co
Ohio
$221K +$210K +3,000 New
MA
605
Montag & Associates
Georgia
$220K – – –
WSTAM
606
Wilbanks Smith & Thomas Asset Management
Virginia
$218K +$207K +2,952 New
B
607
Bailard
California
$217K +$206K +2,940 New
BOTW
608
Bank of the West
California
$216K – – –
LC
609
Lindbrook Capital
California
$216K +$5.6K +80 +3%
CGL
610
Clarius Group LLC
Washington
$215K +$204K +2,918 New
WBC
611
West Branch Capital
Massachusetts
$214K +$203K +2,906 New
PGFC
612
Peapack-Gladstone Financial Corp
New Jersey
$212K -$21K -300 -9%
AS
613
Altshuler Shaham
Israel
$211K +$204K +2,920 New
SPC
614
Stewart & Patten Company
California
$210K -$7.14K -102 -3%
MPWT
615
MassMutual Private Wealth & Trust
Connecticut
$210K +$11.2K +160 +6%
FNBSF
616
First National Bank Sioux Falls
South Dakota
$210K +$200K +2,852 New
ABC
617
Associated Banc-Corp
Wisconsin
$208K +$197K +2,818 New
AC
618
Alexandria Capital
Virginia
$207K +$196K +2,800 New
IWC
619
Integrated Wealth Concepts
Massachusetts
$206K +$195K +2,792 New
NA
620
NewEdge Advisors
Louisiana
$205K +$195K +2,786 New
BFA
621
Beaumont Financial Advisors
Massachusetts
$203K -$14.8K -212 -7%
PWAP
622
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$203K +$193K +2,752 New
WAS
623
WESPAC Advisors SoCal
California
$203K +$193K +2,754 New
ARMC
624
American Research & Management Company
Massachusetts
$201K – – –
PO
625
Private Ocean
California
$196K – – –
23 24
25
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