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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
651
Centre Asset Management
New York
$358K -$116K -1,574 -25%
EFA
652
Edge Financial Advisors
Illinois
$358K +$12.3K +166 +4%
CAI
653
Capital Advisors Inc
Oklahoma
$357K -$11.7K -158 -3%
RIL
654
Rothschild Investment LLC
Illinois
$353K -$1.55K -21 -0.5%
DBRC
655
D.B. Root & Company
Pennsylvania
$352K +$105K +1,423 +44%
CAG
656
Crestwood Advisors Group
Massachusetts
$352K +$8.21K +111 +2%
ABC
657
Associated Banc-Corp
Wisconsin
$351K -$13.9K -188 -4%
FNBT
658
FineMark National Bank & Trust
Florida
$350K – – –
MAA
659
Mraz Amerine & Associates
California
$349K – – –
EC
660
EntryPoint Capital
New York
$346K +$237K +3,207 +239%
GVAG
661
Great Valley Advisor Group
Delaware
$345K +$76.1K +1,029 +29%
MHIC
662
Marble Harbor Investment Counsel
Massachusetts
$342K – – –
WANY
663
Wealthspire Advisors (New York)
New York
$342K -$17.8K -241 -5%
UAML
664
US Asset Management LLC
Pennsylvania
$341K -$17.2K -233 -5%
JSC
665
Jackson Square Capital
California
$338K -$47.8K -647 -13%
BBHC
666
Brown Brothers Harriman & Co
New York
$336K +$264K +3,570 +420%
JCM
667
Jacobi Capital Management
Pennsylvania
$336K +$8.57K +116 +3%
GL
668
Graypoint LLC
New York
$331K -$21.4K -289 -6%
PPWP
669
Premier Path Wealth Partners
New Jersey
$331K +$1.18K +16 +0.4%
BMO
670
Beck Mack & Oliver
New York
$330K +$2.88K +39 +0.9%
WJWM
671
Williams Jones Wealth Management
New York
$329K +$14.8K +200 +5%
SSA
672
Sierra Summit Advisors
Nevada
$329K +$33.3K +451 +12%
AFA
673
AA Financial Advisors
Ohio
$329K -$4.07K -55 -1%
CWM
674
Cornerstone Wealth Management
Missouri
$329K -$48.5K -656 -13%
MF
675
Manchester Financial
California
$327K -$10.6K -144 -3%
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