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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
626
Omega Financial Group
California
$351K -$28.7K -400 -9%
AWM
627
Aries Wealth Management
Maine
$351K +$300K +4,170 New
MFS
628
Mirabella Financial Services
United Kingdom
$350K -$5.29M -73,610 -95%
CAG
629
Crestwood Advisors Group
Massachusetts
$344K -$8.05K -112 -3%
VBWMG
630
Von Berge Wealth Management Group
California
$343K – – –
FMWA
631
Forvis Mazars Wealth Advisors
Missouri
$343K +$18.3K +254 +7%
E
632
Ergoteles
New York
$341K -$199K -2,772 -41%
GFS
633
GYL Financial Synergies
Connecticut
$341K -$7.19K -100 -2%
RIL
634
Rothschild Investment LLC
Illinois
$340K -$4.6K -64 -2%
IWA
635
Intercontinental Wealth Advisors
Texas
$338K – – –
KIM
636
Karpus Investment Management
New York
$336K – – –
PIM
637
Perpetual Investment Management
Australia
$336K – – –
ZCA
638
Zeke Capital Advisors
Pennsylvania
$336K +$287K +3,998 New
BCM
639
Brookstone Capital Management
Illinois
$335K -$3.16K -44 -1%
PL
640
Plancorp LLC
Missouri
$335K +$12.9K +180 +5%
OWA
641
Octavia Wealth Advisors
Ohio
$333K – – –
DWMG
642
DB Wealth Management Group
California
$329K -$16.5K -230 -6%
CPSAC
643
Chas P. Smith & Associates (CPS)
Florida
$328K – – –
RSWM
644
Robertson Stephens Wealth Management
California
$327K +$9.34K +130 +3%
SCM
645
Shelton Capital Management
Colorado
$326K – – –
HGERS
646
Householder Group Estate & Retirement Specialist
Arizona
$324K -$7.04K -98 -2%
MCM
647
MAI Capital Management
Ohio
$324K -$3.59K -50 -1%
OCM
648
One Capital Management
California
$318K – – –
FCI
649
Financial Counselors Inc
Kansas
$316K -$35.6K -496 -12%
RCM
650
RB Capital Management
Nevada
$316K +$1.29K +18 +0.5%
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