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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
601
Shelton Capital Management
Colorado
$257K – – –
FB
602
Fulton Bank
Pennsylvania
$257K +$29.3K +428 +12%
IWA
603
Intercontinental Wealth Advisors
Texas
$256K +$821 +12 +0.3%
MFS
604
Mirabella Financial Services
United Kingdom
$253K -$186K -2,724 -42%
KPW
605
Kore Private Wealth
New York
$251K +$6.57K +96 +3%
BP
606
Ballentine Partners
Massachusetts
$249K -$16K -234 -6%
SW
607
SteelPeak Wealth
California
$248K -$246K -3,600 -49%
RSWM
608
Robertson Stephens Wealth Management
California
$247K -$2.19K -32 -0.8%
NIC
609
Northwest Investment Counselors
Oregon
$246K -$8.21K -120 -3%
CAGAS
610
Capital Advisory Group Advisory Services
Minnesota
$246K -$2.74K -40 -1%
LNB
611
Ledyard National Bank
$246K – – –
CAM
612
Cresset Asset Management
Illinois
$243K -$60K -876 -19%
PP
613
Patten & Patten
Tennessee
$241K – – –
GCP
614
GSA Capital Partners
United Kingdom
$236K +$244K +3,570 New
BJL
615
Brighton Jones LLC
Washington
$235K -$684 -10 -0.3%
FFA
616
First Foundation Advisors
California
$234K -$15.1K -220 -6%
FIM
617
Freedom Investment Management
Connecticut
$230K +$238K +3,478 New
WA
618
WealthTrust Axiom
Pennsylvania
$228K – – –
PG
619
Patten Group
Tennessee
$228K +$25.3K +370 +12%
PWM
620
PRW Wealth Management
Massachusetts
$228K +$235K +3,440 New
IC
621
IEQ Capital
California
$227K +$235K +3,434 New
FMWA
622
Forvis Mazars Wealth Advisors
Missouri
$226K +$3.29K +48 +1%
GL
623
Graypoint LLC
New York
$224K +$232K +3,388 New
IAN
624
Integrated Advisors Network
Texas
$221K +$229K +3,340 New
TWM
625
TriaGen Wealth Management
California
$220K -$27.4K -400 -11%
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