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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
726
Whitney & Co
New York
$329K -$21.3K -274 -6%
ABC
727
Associated Banc-Corp
Wisconsin
$328K – – –
CWM
728
Cornerstone Wealth Management
Missouri
$326K +$18.9K +242 +6%
FFG
729
Fortem Financial Group
California
$326K -$36.2K -464 -9%
WANY
730
Wealthspire Advisors (New York)
New York
$326K -$53.9K -692 -13%
FMTC
731
Farmers & Merchants Trust Company
California
$325K -$39K -500 -10%
MPM
732
MBB Public Markets
Illinois
$324K +$354K +4,543 New
WSFS
733
Wilmington Savings Fund Society
Delaware
$323K -$17.2K -221 -5%
DBRC
734
D.B. Root & Company
Pennsylvania
$323K -$13.9K -178 -4%
WJWM
735
Williams Jones Wealth Management
New York
$323K +$15.6K +200 +5%
PG
736
Patten Group
Tennessee
$323K +$146K +1,875 +71%
LS
737
Livforsakringsbolaget Skandia
Sweden
$322K -$70.1K -900 -17%
JIC
738
Johnson Investment Counsel
Ohio
$322K -$4.75K -61 -1%
MHIC
739
Marble Harbor Investment Counsel
Massachusetts
$321K – – –
UAML
740
US Asset Management LLC
Pennsylvania
$320K – – –
SAI
741
Savvy Advisors Inc
New York
$320K -$3.51K -45 -1%
GLA
742
Great Lakes Advisors
Illinois
$319K -$3.47M -44,589 -91%
TCA
743
Transcend Capital Advisors
New Jersey
$317K -$72K -924 -17%
BMO
744
Beck Mack & Oliver
New York
$317K +$2.57K +33 +0.7%
FNBT
745
FineMark National Bank & Trust
Florida
$316K -$30K -385 -8%
WIA
746
World Investment Advisors
California
$315K +$57.6K +739 +20%
WA
747
Waddell & Associates
Tennessee
$313K – – –
WA1
748
Wimmer Associates 1
California
$311K -$156K -1,996 -33%
CWP
749
Cyndeo Wealth Partners
Florida
$306K +$312 +4 +0.1%
AS
750
Altshuler Shaham
Israel
$305K +$239K +3,067 +255%
28 29
30
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