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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
601
Buckingham Strategic Wealth
Missouri
$394K -$1.13K -14 -0.3%
GG
602
Gofen & Glossberg
Illinois
$393K – – –
FDCDDQ
603
Federation des caisses Desjardins du Quebec
Quebec, Canada
$391K -$15.5K -192 -4%
6F
604
626 Financial
Michigan
$390K -$54.2K -670 -11%
BFEC
605
Benjamin F. Edwards & Company
Missouri
$390K -$16.8K -208 -4%
DGAM
606
Desjardins Global Asset Management
Quebec, Canada
$388K – – –
WP
607
WealthSource Partners
California
$388K +$80.4K +994 +24%
BCM
608
BTR Capital Management
California
$387K +$3.88K +48 +0.9%
WAM
609
Weatherly Asset Management
California
$386K – – –
LHEI
610
Leo H. Evart Inc
California
$385K – – –
CWM
611
Cornerstone Wealth Management
Missouri
$384K +$1.29K +16 +0.3%
CFG
612
Cooper Financial Group
California
$384K +$40K +494 +11%
ANTB
613
AMG National Trust Bank
Colorado
$382K +$194K +2,392 +88%
PWAG
614
Polaris Wealth Advisory Group
California
$381K – – –
CFB
615
Cullen/Frost Bankers
Texas
$376K +$31.1K +384 +8%
CPWA
616
Cerro Pacific Wealth Advisors
California
$376K +$405K +5,010 New
MMM
617
Mendel Money Management
Illinois
$373K +$168K +2,074 +71%
SFA
618
Sequoia Financial Advisors
Ohio
$370K -$3.11M -38,428 -89%
SPC
619
Sigma Planning Corp
Michigan
$369K +$2.27K +28 +0.6%
AIA
620
AIMZ Investment Advisors
California
$368K – – –
TF
621
TIAA FSB
Florida
$366K -$272K -3,362 -41%
PMA
622
Prudent Man Advisors
Illinois
$366K -$486 -6 -0.1%
WPC
623
Wedmont Private Capital
Pennsylvania
$366K +$141K +1,740 +55%
MHR
624
Matthew Hamilton Rosenberg
$364K +$5.66K +70 +1%
SWA
625
Stratos Wealth Advisors
Ohio
$360K -$44.2K -546 -10%
23 24
25
26 27