We are live on ! Find out more
SRE icon

Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
RP
676
Rice Partnership
Hawaii
$549K – – –
MHIC
677
Marble Harbor Investment Counsel
Massachusetts
$545K +$101K +1,108 +25%
CSI
678
Cross Staff Investments
New York
$544K – – –
GHAM
679
Gilman Hill Asset Management
Connecticut
$544K – – –
PIA
680
Perennial Investment Advisors
California
$543K -$3.29K -36 -0.6%
FPAS
681
Focus Partners Advisor Solutions
Missouri
$535K +$504K +5,510 New
CWM
682
Cornerstone Wealth Management
Missouri
$532K +$3.94K +43 +0.8%
GT
683
Glenview Trust
Kentucky
$529K +$2.47K +27 +0.5%
AC
684
AlphaCore Capital
California
$525K +$35K +383 +8%
SPWG
685
Syntegra Private Wealth Group
Missouri
$524K -$20.1K -220 -4%
PDL
686
Portfolio Design Labs
California
$524K – – –
NCM
687
Neumann Capital Management
California
$520K – – –
AL
688
Aspiriant LLC
California
$519K +$489K +5,344 New
PCM
689
Pointe Capital Management
Michigan
$518K -$24.4K -267 -5%
OPA
690
Old Port Advisors
Maine
$513K -$5.4K -59 -1%
LHEI
691
Leo H. Evart Inc
California
$508K +$479K +5,230 New
JIC
692
Johnson Investment Counsel
Ohio
$505K -$189K -2,068 -28%
TPA
693
Trivium Point Advisory
Connecticut
$502K -$245K -2,679 -34%
EM
694
ELCO Management
New York
$502K -$36.9K -403 -7%
MHR
695
Matthew Hamilton Rosenberg
$501K -$3.02K -33 -0.6%
BAG
696
Bauman Advisory Group
Nevada
$498K -$17.3K -189 -4%
PCA
697
Pallas Capital Advisors
Massachusetts
$489K +$23.4K +256 +5%
FRA
698
Frank Rimerman Advisors
California
$486K +$1.74K +19 +0.4%
VW
699
Vance Wealth
California
$485K -$8.33K -91 -2%
GVAG
700
Great Valley Advisor Group
Delaware
$483K -$16.7K -182 -4%
26 27
28
29 30