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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
AS
601
Altshuler Shaham
Israel
$617K +$140K +1,726 +34%
SIAG
602
Safeguard Investment Advisory Group
California
$616K +$32.1K +397 +6%
MBTD
603
Mechanics Bank - Trust Department
California
$611K -$55.9K -690 -9%
SWP
604
Sagespring Wealth Partners
Tennessee
$609K +$52.2K +644 +11%
LCM
605
LVM Capital Management
Michigan
$601K – – –
BA
606
Bridgewater Advisors
New York
$599K -$36.4K -450 -6%
GHAM
607
Gilman Hill Asset Management
Connecticut
$597K – – –
GWMR
608
GC Wealth Management RIA
Massachusetts
$597K +$229K +2,823 +74%
SAI
609
Savvy Advisors Inc
New York
$595K +$152K +1,876 +40%
AWA
610
Aaron Wealth Advisors
Illinois
$595K +$8.42K +104 +2%
BCV
611
Banque Cantonale Vaudoise
Switzerland
$594K -$515K -6,364 -49%
ECM
612
Evergreen Capital Management
Washington
$590K +$18.8K +232 +4%
AWM
613
AE Wealth Management
Kansas
$589K +$74.3K +917 +16%
WPC
614
Wedmont Private Capital
Pennsylvania
$588K +$44.5K +550 +10%
SS
615
Sunbelt Securities
Texas
$585K +$4.29K +53 +0.8%
LCWP
616
Legacy Capital Wealth Partners
Arkansas
$581K -$66.2K -817 -11%
ZIM
617
Zacks Investment Management
Illinois
$579K +$1.05K +13 +0.2%
CI
618
Cigna Investments
Connecticut
$572K – – –
EPM
619
Elm Partners Management
Pennsylvania
$571K +$23.8K +294 +5%
CPIG
620
Chicago Partners Investment Group
Illinois
$570K +$5.91K +73 +1%
GIA
621
Gladstone Institutional Advisory
Florida
$569K +$512K +6,320 New
FP
622
Financial Perspectives
Minnesota
$566K +$3.32K +41 +0.7%
DAS
623
Diversify Advisory Services
Utah
$565K -$362K -4,466 -42%
DFG
624
Demars Financial Group
Washington
$564K -$2.51K -31 -0.5%
GP
625
Greenline Partners
New York
$552K -$6.48K -80 -1%
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