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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
626
Sentry Investment Management
Wisconsin
$325K -$45.9K -572 -12%
NSIM
627
North Star Investment Management
Illinois
$323K – – –
AL
628
Aspiriant LLC
California
$320K -$66.2K -824 -16%
IDBONY
629
Israel Discount Bank of New York
New York
$318K – – –
WP
630
WealthSource Partners
California
$314K -$27.3K -340 -8%
OFG
631
Omega Financial Group
California
$313K – – –
CGL
632
Clarius Group LLC
Washington
$308K +$18.6K +232 +6%
MCM
633
MAI Capital Management
Ohio
$307K +$18.5K +230 +6%
CAG
634
Crestwood Advisors Group
Massachusetts
$306K -$1.45K -18 -0.4%
CAM
635
Cresset Asset Management
Illinois
$305K -$171K -2,124 -34%
PFO
636
Pathstone Family Office
New Jersey
$304K +$132K +1,638 +68%
RIL
637
Rothschild Investment LLC
Illinois
$304K – – –
IWA
638
Intercontinental Wealth Advisors
Texas
$302K – – –
ZCA
639
Zeke Capital Advisors
Pennsylvania
$301K -$161 -2 -0.1%
KIM
640
Karpus Investment Management
New York
$301K – – –
PIM
641
Perpetual Investment Management
Australia
$301K – – –
PL
642
Plancorp LLC
Missouri
$300K +$1.12K +14 +0.4%
CAGAS
643
Capital Advisory Group Advisory Services
Minnesota
$294K – – –
DWMG
644
DB Wealth Management Group
California
$294K – – –
VBWMG
645
Von Berge Wealth Management Group
California
$294K – – –
CPSAC
646
Chas P. Smith & Associates (CPS)
Florida
$294K +$642 +8 +0.2%
HWM
647
HB Wealth Management
Georgia
$294K +$63.9K +796 +26%
ECM
648
Evergreen Capital Management
Washington
$292K -$218K -2,710 -41%
SCM
649
Shelton Capital Management
Colorado
$291K – – –
RSWM
650
Robertson Stephens Wealth Management
California
$290K – – –
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