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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
MMM
601
Mendel Money Management
Illinois
$406K +$347K +4,832 New
UAML
602
US Asset Management LLC
Pennsylvania
$403K – – –
MOS
603
MGO One Seven
Ohio
$403K +$7.33K +102 +2%
MHR
604
Matthew Hamilton Rosenberg
$398K – – –
CWM
605
Cornerstone Wealth Management
Missouri
$396K +$15.8K +220 +5%
AF
606
Allworth Financial
California
$392K +$17.8K +248 +6%
FNBT
607
FineMark National Bank & Trust
Florida
$391K -$18.1K -252 -5%
IAA
608
Independent Advisor Alliance
North Carolina
$391K +$334K +4,646 New
OAM
609
Oak Asset Management
California
$390K -$47.4K -660 -12%
CFB
610
Cullen/Frost Bankers
Texas
$390K – – –
CFGS
611
Concourse Financial Group Securities
Alabama
$390K +$84.4K +1,174 +34%
CAG
612
Csenge Advisory Group
Florida
$390K +$333K +4,638 New
ABC
613
Associated Banc-Corp
Wisconsin
$387K -$2.01K -28 -0.6%
M
614
Mirova
France
$387K -$287 -4 -0.1%
CFG
615
Cooper Financial Group
California
$387K +$4.89K +68 +2%
NIMI
616
Natixis Investment Managers International
France
$387K +$331K +4,606 New
MAA
617
Mraz Amerine & Associates
California
$386K – – –
PCM
618
Pointe Capital Management
Michigan
$384K +$7.33K +102 +2%
WP
619
WealthSource Partners
California
$380K +$19.7K +274 +6%
MHIC
620
Marble Harbor Investment Counsel
Massachusetts
$378K – – –
NSIM
621
North Star Investment Management
Illinois
$362K – – –
S
622
SignatureFD
Georgia
$361K +$54.6K +760 +22%
DC
623
Davenport & Co
Virginia
$359K +$307K +4,276 New
IDBONY
624
Israel Discount Bank of New York
New York
$355K – – –
MW
625
Marcum Wealth
Ohio
$352K +$301K +4,192 New
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