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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
FIB
626
First Interstate Bank
Montana
$40K – – –
HDIM
627
Hanson & Doremus Investment Management
Vermont
$38K – – –
WTB
628
Washington Trust Bank
Washington
$38K – – –
CCM
629
Cribstone Capital Management
Maine
$33K -$22.8K -400 -39%
WIM
630
Westside Investment Management
California
$32.5K – – –
MG
631
MilWealth Group
Wisconsin
$31.2K +$32.8K +576 New
PCG
632
Private Capital Group
Connecticut
$30K – – –
AC
633
Avestar Capital
New York
$30K +$1.94K +34 +6%
JFGIW
634
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$30K +$29.3K +514 +1,285%
1NWS
635
1 North Wealth Services
Maryland
$30K +$31.4K +550 New
GRP
636
Global Retirement Partners
California
$26K +$21.4K +376 +362%
IFAM
637
Institutional & Family Asset Management
Colorado
$25K -$91K -1,596 -78%
AWM
638
Aevitas Wealth Management
Massachusetts
$25K +$114 +2 +0.4%
CFGS
639
Concourse Financial Group Securities
Alabama
$25K +$22.8K +400 +556%
KCM
640
Karp Capital Management
California
$25K +$26.5K +464 New
EWM
641
Endurance Wealth Management
Rhode Island
$24K – – –
OIA
642
Optimum Investment Advisors
Illinois
$24K – – –
ST
643
Smithfield Trust
Pennsylvania
$24K – – –
SIM
644
Sonora Investment Management
Arizona
$23K +$3.31K +58 +16%
PCP
645
Proficio Capital Partners
Massachusetts
$23K +$5.36K +94 +28%
EFSCE
646
Enterprise Financial Services Corp (EFSC)
Missouri
$22K – – –
MMG
647
Monetary Management Group
Missouri
$22K – – –
VCM
648
Vigilant Capital Management
Maine
$22K – – –
BBHC
649
Brown Brothers Harriman & Co
New York
$21K +$20.5K +360 +1,059%
EIM
650
Essex Investment Management
Massachusetts
$21K +$22.2K +390 New
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