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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
CSP
676
Cary Street Partners
Virginia
$468K +$376K +4,131 +354%
DT
677
Diversified Trust
Tennessee
$467K +$5.1K +56 +1%
ECM
678
Evergreen Capital Management
Washington
$464K -$122K -1,344 -20%
IWM
679
IHT Wealth Management
Illinois
$463K -$8.2K -90 -2%
HCA
680
Harbour Capital Advisors
Virginia
$461K -$49.6K -545 -10%
MHR
681
Matthew Hamilton Rosenberg
$458K +$10.6K +116 +2%
HI
682
Harbour Investments
Wisconsin
$456K -$8.92K -98 -2%
GVAG
683
Great Valley Advisor Group
Delaware
$455K +$273 +3 +0.1%
CAS
684
Coppell Advisory Solutions
Texas
$452K -$31.1K -342 -6%
LFS
685
Lighthouse Financial Services
California
$449K +$463K +5,090 New
VW
686
Vance Wealth
California
$449K +$728 +8 +0.2%
LSA
687
Leonteq Securities AG
Switzerland
$441K +$123K +1,352 +37%
AC
688
AlphaCore Capital
California
$441K +$355K +3,900 +357%
FRA
689
Frank Rimerman Advisors
California
$440K +$1.73K +19 +0.4%
RBI
690
Raiffeisen Bank International
Austria
$440K -$30.6K -336 -6%
M1FG
691
Mach-1 Financial Group
Arkansas
$439K +$452K +4,969 New
FFA
692
First Foundation Advisors
California
$436K +$91 +1 +0%
ALAM
693
Asahi Life Asset Management
Japan
$435K +$448K +4,925 New
AIA
694
AIMZ Investment Advisors
California
$434K – – –
EFA
695
Edge Financial Advisors
Illinois
$430K +$637 +7 +0.1%
WAM
696
Weatherly Asset Management
California
$427K – – –
PFPG
697
Pinnacle Financial Partners (Georgia)
Georgia
$426K +$439K +4,820 New
AFA
698
AA Financial Advisors
Ohio
$424K +$19.6K +215 +5%
SAMC
699
Spectrum Asset Management (California)
California
$422K -$8.38K -92 -2%
PCA
700
Pallas Capital Advisors
Massachusetts
$422K +$9.65K +106 +2%
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