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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
LFP
701
Lakeshore Financial Planning
Michigan
$257K +$272K +3,773 New
LF
702
LifeSteps Financial
California
$254K – – –
IAM
703
Innovis Asset Management
Illinois
$254K +$21.1K +293 +9%
CAGAS
704
Capital Advisory Group Advisory Services
Minnesota
$253K +$268K +3,712 New
CIC
705
Chilton Investment Company
Connecticut
$252K +$267K +3,698 New
JIC
706
Joel Isaacson & Co
New York
$251K +$361 +5 +0.1%
FMP
707
Financial Management Professionals
Texas
$250K -$39.6K -549 -13%
WJWM
708
Williams Jones Wealth Management
New York
$248K – – –
SIM
709
Sentry Investment Management
Wisconsin
$248K -$35.9K -498 -12%
LCM
710
Landscape Capital Management
New Jersey
$245K +$260K +3,607 New
SIA
711
Schechter Investment Advisors
Michigan
$243K +$23.4K +325 +10%
EVM
712
Evelyn V. Moreno
$241K +$15.7K +218 +7%
PCM
713
Penserra Capital Management
California
$239K -$40.2K -557 -14%
PTCG
714
Pring Turner Capital Group
California
$238K – – –
OAM
715
Oak Asset Management
California
$238K -$18K -250 -7%
PCM
716
Presidio Capital Management
California
$238K – – –
FIB
717
First Interstate Bank
Montana
$237K – – –
FPAS
718
Focus Partners Advisor Solutions
Missouri
$236K +$250K +3,466 New
RB
719
Renasant Bank
Mississippi
$236K -$5.63K -78 -2%
RWM
720
RBA Wealth Management
California
$235K -$547K -7,590 -69%
EFMC
721
Empire Financial Management Company
New York
$234K – – –
DI
722
DFPG Investments
Utah
$233K +$241K +3,343 New
TIMH
723
Tilt Investment Management Holdings
New York
$232K – – –
AAS
724
Ameritas Advisory Services
Nebraska
$231K +$3.97K +55 +2%
CWS
725
Confluence Wealth Services
Pennsylvania
$231K +$9.95K +138 +4%
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