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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
ANTB
701
AMG National Trust Bank
Colorado
$351K +$90.6K +1,220 +36%
DBRC
702
D.B. Root & Company
Pennsylvania
$350K +$6.38K +86 +2%
WC
703
Whitney & Co
New York
$349K – – –
PG
704
Patten Group
Tennessee
$349K +$5.79K +78 +2%
ABC
705
Associated Banc-Corp
Wisconsin
$349K – – –
OWP
706
Obermeyer Wealth Partners
Colorado
$345K -$22.3K -300 -6%
WJWM
707
Williams Jones Wealth Management
New York
$343K – – –
GRP
708
Global Retirement Partners
California
$343K +$336K +4,528 New
LS
709
Livforsakringsbolaget Skandia
Sweden
$342K – – –
MHIC
710
Marble Harbor Investment Counsel
Massachusetts
$341K – – –
UAML
711
US Asset Management LLC
Pennsylvania
$340K – – –
BMO
712
Beck Mack & Oliver
New York
$340K +$3.04K +41 +0.9%
IC
713
Iconiq Capital
California
$339K +$120K +1,617 +57%
JIC
714
Johnson Investment Counsel
Ohio
$334K -$7.57K -102 -2%
FB
715
Fulton Bank
Pennsylvania
$334K -$50.2K -676 -13%
ISFAN
716
Investor's Fiduciary Advisor Network
Washington
$333K +$34.7K +467 +12%
WA
717
Waddell & Associates
Tennessee
$332K – – –
AAP
718
Arax Advisory Partners
Colorado
$332K +$10.8K +145 +3%
NAS
719
NWF Advisory Services
California
$331K +$62.7K +844 +24%
SWM
720
SeaCrest Wealth Management
New York
$330K +$34.6K +466 +12%
CPG
721
Cornerstone Planning Group
New Jersey
$326K +$965 +13 +0.3%
LCM
722
Leisure Capital Management
California
$322K – – –
CWP
723
Cyndeo Wealth Partners
Florida
$319K -$5.87K -79 -2%
EA
724
Everpar Advisors
Oklahoma
$317K +$16K +216 +5%
PDL
725
Portfolio Design Labs
California
$316K -$129K -1,732 -29%
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