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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
PDL
726
Portfolio Design Labs
California
$316K -$129K -1,732 -29%
EIG
727
Ellenbecker Investment Group
Wisconsin
$316K +$310K +4,173 New
MAA
728
Mraz Amerine & Associates
California
$316K +$80.1K +1,079 +35%
WA1
729
Wimmer Associates 1
California
$314K – – –
PL
730
Plancorp LLC
Missouri
$312K +$4.01K +54 +1%
FA
731
Financial Alternatives
California
$312K – – –
HDIM
732
Hanson & Doremus Investment Management
Vermont
$312K +$2.82K +38 +0.9%
OAM
733
Occidental Asset Management
California
$307K +$301K +4,052 New
EW
734
Elyxium Wealth
California
$306K +$15.1K +203 +5%
WAG
735
Wallace Advisory Group
California
$305K – – –
SWMP
736
Signature Wealth Management Partners
New Jersey
$305K – – –
HCM
737
Howard Capital Management
Georgia
$304K +$29.6K +399 +11%
CFAM
738
Center For Asset Management
Florida
$303K -$9.06K -122 -3%
JCFM
739
JBR Co Financial Management
Oklahoma
$303K – – –
SWRP
740
Summit Wealth & Retirement Planning
California
$302K +$296K +3,989 New
CPSAC
741
Chas P. Smith & Associates (CPS)
Florida
$300K +$4.23K +57 +1%
LFP
742
Lakeshore Financial Planning
Michigan
$298K +$520 +7 +0.2%
QL
743
Quarry LP
New York
$298K +$158K +2,129 +118%
PP
744
PDS Planning
Ohio
$295K +$22.1K +298 +8%
CWM
745
Centric Wealth Management
Illinois
$295K – – –
SB
746
Simmons Bank
Arkansas
$294K -$371 -5 -0.1%
VF
747
Virtu Financial
New York
$293K +$287K +3,866 New
DTC
748
Davidson Trust Company
Washington
$291K – – –
RIL
749
Rothschild Investment LLC
Illinois
$290K +$46.3K +624 +19%
TC
750
TwinBeech Capital
New York
$290K -$615K -8,279 -68%
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30
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