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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
SCF
626
Sante Capital Fund
Texas
$360K +$389K +4,808 New
FNBT
627
FineMark National Bank & Trust
Florida
$357K +$11.7K +144 +3%
BWP
628
Balboa Wealth Partners
Arizona
$356K +$384K +4,748 New
OAM
629
Oak Asset Management
California
$348K +$375K +4,638 New
PCM
630
Pointe Capital Management
Michigan
$347K +$4.37K +54 +1%
ABC
631
Associated Banc-Corp
Wisconsin
$345K – – –
WA
632
Wealthstar Advisors
Texas
$345K +$374K +4,624 New
CI
633
Conning Inc
Connecticut
$344K -$53.4K -660 -13%
MAA
634
Mraz Amerine & Associates
California
$344K – – –
HI
635
Harbour Investments
Wisconsin
$340K – – –
MHIC
636
Marble Harbor Investment Counsel
Massachusetts
$337K – – –
CAG
637
Csenge Advisory Group
Florida
$336K -$12K -148 -3%
APP
638
Avantax Planning Partners
Iowa
$334K -$89.8K -1,110 -20%
CGL
639
Clarius Group LLC
Washington
$333K +$28.3K +350 +9%
DC
640
Davenport & Co
Virginia
$332K -$13.4K -166 -4%
CF
641
Centaurus Financial
California
$330K -$35.9K -444 -9%
ECM
642
Evergreen Capital Management
Washington
$330K +$41.8K +516 +13%
KTA
643
Keeley-Teton Advisors
Illinois
$329K +$355K +4,388 New
SAM
644
Sompo Asset Management
Japan
$329K +$356K +4,400 New
SIM
645
Sentry Investment Management
Wisconsin
$324K – – –
BP
646
Ballentine Partners
Massachusetts
$324K +$87.7K +1,084 +34%
NSIM
647
North Star Investment Management
Illinois
$323K – – –
SG
648
Stonnington Group
California
$320K +$89K +1,100 +33%
AL
649
Aspiriant LLC
California
$318K -$971 -12 -0.3%
HWM
650
HB Wealth Management
Georgia
$317K +$25.6K +316 +8%
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