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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
OPA
651
Old Port Advisors
Maine
$491K -$31.8K -393 -7%
FA
652
Financial Alternatives
California
$491K +$109K +1,342 +33%
CCA
653
Checchi Capital Advisers
California
$487K -$99.4K -1,227 -18%
CAS
654
Coppell Advisory Solutions
Texas
$486K -$65.5K -809 -13%
PDL
655
Portfolio Design Labs
California
$485K +$98.3K +1,214 +29%
VFA
656
Valeo Financial Advisors
Indiana
$482K -$17.2K -213 -4%
NCM
657
Neumann Capital Management
California
$481K – – –
IWM
658
IHT Wealth Management
Illinois
$480K -$7.45K -92 -2%
CSPIA
659
Cary Street Partners Investment Advisory
Virginia
$474K -$76.1K -940 -15%
HI
660
Harbour Investments
Wisconsin
$474K +$5.83K +72 +1%
IAN
661
Integrated Advisors Network
Texas
$473K +$30.2K +373 +8%
RBI
662
Raiffeisen Bank International
Austria
$473K -$454K -5,602 -52%
DT
663
Diversified Trust
Tennessee
$471K +$18.6K +230 +5%
SC
664
Syon Capital
California
$465K +$136K +1,683 +48%
GVAG
665
Great Valley Advisor Group
Delaware
$464K +$24.3K +300 +6%
TCA
666
Transcend Capital Advisors
New Jersey
$460K +$129K +1,590 +45%
MHR
667
Matthew Hamilton Rosenberg
$457K +$23.2K +286 +6%
VW
668
Vance Wealth
California
$454K +$567 +7 +0.1%
CWM
669
Cornerstone Wealth Management
Missouri
$450K +$81 +1 +0%
FRA
670
Frank Rimerman Advisors
California
$447K +$3.56K +44 +0.9%
FFA
671
First Foundation Advisors
California
$445K +$324 +4 +0.1%
AIA
672
AIMZ Investment Advisors
California
$442K – – –
BBHC
673
Brown Brothers Harriman & Co
New York
$442K +$94.7K +1,169 +31%
BF
674
BOK Financial
Oklahoma
$441K -$31.2K -385 -7%
EFA
675
Edge Financial Advisors
Illinois
$438K +$14.7K +181 +4%
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