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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
651
Global Retirement Partners
California
$518K +$242K +2,655 +83%
PS
652
Presima Securities
Quebec, Canada
$517K +$8.1K +89 +2%
HWA
653
HCR Wealth Advisors
California
$516K -$27.3K -300 -5%
WJWM
654
Williams Jones Wealth Management
New York
$513K +$117K +1,286 +28%
MA
655
MJP Associates
Connecticut
$512K -$6.83K -75 -1%
RP
656
Rice Partnership
Hawaii
$499K – – –
PIA
657
Perennial Investment Advisors
California
$497K +$7.74K +85 +2%
SPWG
658
Syntegra Private Wealth Group
Missouri
$496K +$546 +6 +0.1%
CSI
659
Cross Staff Investments
New York
$494K – – –
GHAM
660
Gilman Hill Asset Management
Connecticut
$494K -$95K -1,043 -16%
PCM
661
Pointe Capital Management
Michigan
$494K -$48.8K -536 -9%
CSPIA
662
Cary Street Partners Investment Advisory
Virginia
$493K +$29.2K +321 +6%
EM
663
ELCO Management
New York
$492K -$50.4K -554 -9%
VFA
664
Valeo Financial Advisors
Indiana
$491K +$18.5K +203 +4%
CCA
665
Checchi Capital Advisers
California
$483K +$5.19K +57 +1%
CWM
666
Cornerstone Wealth Management
Missouri
$480K +$39.5K +434 +9%
SC
667
Syon Capital
California
$479K +$23.9K +262 +5%
WA
668
Wealth Alliance
New York
$479K -$26.3K -289 -5%
GT
669
Glenview Trust
Kentucky
$479K -$26.3K -289 -5%
PDL
670
Portfolio Design Labs
California
$476K – – –
NCM
671
Neumann Capital Management
California
$472K – – –
FWM
672
Foguth Wealth Management
Michigan
$472K +$479K +5,261 New
OPA
673
Old Port Advisors
Maine
$471K -$11.2K -123 -2%
BAG
674
Bauman Advisory Group
Nevada
$470K +$484K +5,319 New
CSP
675
Cary Street Partners
Virginia
$468K +$376K +4,131 +354%
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