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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
EIM
726
Essex Investment Management
Massachusetts
$26K – – –
OIA
727
Optimum Investment Advisors
Illinois
$25K -$37.3K -600 -61%
TFO
728
Tarbox Family Office
California
$24K – – –
SLF
729
Sun Life Financial
Ontario, Canada
$24K +$1.24K +20 +6%
DSC
730
Duncker Streett & Co
Missouri
$23K – – –
CFA
731
Carroll Financial Associates
North Carolina
$22K -$57.8K -930 -73%
HFA
732
HC Financial Advisors
California
$22K – – –
SIM
733
Sonora Investment Management
Arizona
$22K – – –
CIA
734
CSat Investment Advisory
Michigan
$22K +$4.98K +80 +32%
TFIPS
735
Towarzystwo Funduszy Inwestycyjnych PZU SA
$21.2K – – –
HDIM
736
Hanson & Doremus Investment Management
Vermont
$20K – – –
OC
737
Oakworth Capital
Alabama
$20K – – –
SL
738
Savior LLC
Massachusetts
$20K – – –
SCM
739
Silvant Capital Management
Georgia
$20K – – –
CWC
740
Carolinas Wealth Consulting
North Carolina
$20K +$622 +10 +3%
BC
741
Bartlett & Co
Ohio
$17K – – –
BWM
742
BerganKDV Wealth Management
Minnesota
$17K – – –
EW
743
Evoke Wealth
California
$17K – – –
BCWM
744
Bartlett & Co Wealth Management
Ohio
$16.7K – – –
MGIM
745
M&G Investment Management
United Kingdom
$16.7K -$1.86M -29,832 -11%
FC
746
FORA Capital
Florida
$16K -$24.4K -392 -63%
LWA
747
Lenox Wealth Advisors
New York
$16K -$3.11K -50 -17%
CA
748
Clearstead Advisors
Ohio
$15K – – –
TAIM
749
TD Ameritrade Investment Management
Nebraska
$15K – – –
FHA
750
First Horizon Advisors
Tennessee
$15K +$9.21K +148 +161%
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30
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