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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
676
Cary Street Partners Investment Advisory
Virginia
$550K +$6.77K +74 +1%
RP
677
Rice Partnership
Hawaii
$549K – – –
MHIC
678
Marble Harbor Investment Counsel
Massachusetts
$545K +$101K +1,108 +25%
CSI
679
Cross Staff Investments
New York
$544K – – –
GHAM
680
Gilman Hill Asset Management
Connecticut
$544K – – –
PIA
681
Perennial Investment Advisors
California
$543K -$3.29K -36 -0.6%
FPAS
682
Focus Partners Advisor Solutions
Missouri
$535K +$504K +5,510 New
CWM
683
Cornerstone Wealth Management
Missouri
$532K +$3.94K +43 +0.8%
GT
684
Glenview Trust
Kentucky
$529K +$2.47K +27 +0.5%
AC
685
AlphaCore Capital
California
$525K +$35K +383 +8%
SPWG
686
Syntegra Private Wealth Group
Missouri
$524K -$20.1K -220 -4%
PDL
687
Portfolio Design Labs
California
$524K – – –
NCM
688
Neumann Capital Management
California
$520K – – –
AL
689
Aspiriant LLC
California
$519K +$489K +5,344 New
PCM
690
Pointe Capital Management
Michigan
$518K -$24.4K -267 -5%
OPA
691
Old Port Advisors
Maine
$513K -$5.4K -59 -1%
LHEI
692
Leo H. Evart Inc
California
$508K +$479K +5,230 New
JIC
693
Johnson Investment Counsel
Ohio
$505K -$189K -2,068 -28%
TPA
694
Trivium Point Advisory
Connecticut
$502K -$245K -2,679 -34%
EM
695
ELCO Management
New York
$502K -$36.9K -403 -7%
MHR
696
Matthew Hamilton Rosenberg
$501K -$3.02K -33 -0.6%
BAG
697
Bauman Advisory Group
Nevada
$498K -$17.3K -189 -4%
PCA
698
Pallas Capital Advisors
Massachusetts
$489K +$23.4K +256 +5%
FRA
699
Frank Rimerman Advisors
California
$486K +$1.74K +19 +0.4%
VW
700
Vance Wealth
California
$485K -$8.33K -91 -2%
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