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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
726
Stone Run Capital
New York
$225K +$192K +2,678 New
CA
727
Calton & Associates
Florida
$225K +$193K +2,680 New
IFWM
728
Institute for Wealth Management
Colorado
$224K +$191K +2,662 New
AF
729
Affiance Financial
Minnesota
$224K +$191K +2,664 New
PFM
730
Phillips Financial Management
Indiana
$224K +$191K +2,664 New
PG
731
Patten Group
Tennessee
$223K +$190K +2,650 New
CIC
732
Carnegie Investment Counsel
Ohio
$220K -$43.1K -600 -19%
MCM
733
Monument Capital Management
Virginia
$220K +$188K +2,614 New
IAN
734
Integrated Advisors Network
Texas
$220K +$188K +2,622 New
PI
735
Putnam Investments
Massachusetts
$219K +$187K +2,600 New
PTP
736
Platform Technology Partners
New York
$219K +$187K +2,602 New
DMBA
737
Deseret Mutual Benefit Administrators
Utah
$217K -$22.3K -310 -11%
IGWM
738
ICA Group Wealth Management
Colorado
$217K +$194K +2,698 New
BB
739
Busey Bank
Illinois
$215K +$184K +2,556 New
TNA
740
True North Advisors
Texas
$214K +$184K +2,554 New
LNB
741
Ledyard National Bank
$212K -$51.7K -720 -22%
FPCP
742
Fort Point Capital Partners
California
$212K +$181K +2,522 New
MMA
743
Miracle Mile Advisors
California
$211K +$180K +2,506 New
DU
744
Delphia (USA)
Ontario, Canada
$211K +$181K +2,516 New
SWM
745
Silverlake Wealth Management
Vermont
$210K +$180K +2,502 New
GWM
746
Greenwich Wealth Management
Connecticut
$209K -$89.1K -1,240 -33%
CWA
747
Centennial Wealth Advisory
Michigan
$209K +$178K +2,484 New
BFPW
748
BOK Financial Private Wealth
Colorado
$208K +$178K +2,476 New
PFO
749
Pathstone Family Office
New Jersey
$207K -$71.9K -1,000 -29%
JWCA
750
J.W. Coons Advisors
Ohio
$207K +$175K +2,440 New
28 29
30
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