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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
751
Arrow Financial
New York
$54K -$132K -1,800 -71%
OSAM
752
O'Shaughnessy Asset Management
Connecticut
$54K +$52.5K +716 New
CFGS
753
Concourse Financial Group Securities
Alabama
$50K +$26.9K +366 +128%
CFFP
754
Center for Financial Planning
Michigan
$49K +$47.1K +642 New
PCM
755
Penserra Capital Management
California
$47K -$1.54M -20,940 -97%
MG
756
MilWealth Group
Wisconsin
$43.6K – – –
PCG
757
Private Capital Group
Connecticut
$43K – – –
ST
758
Smithfield Trust
Pennsylvania
$43K +$2.2K +30 +6%
CFB
759
Cullen/Frost Bankers
Texas
$40K -$73.4K -1,000 -65%
JWM
760
Janiczek Wealth Management
Colorado
$40K – – –
LF
761
Lee Financial
Texas
$40K +$38.6K +526 New
LJHT
762
Laurie J. Hall Trustee
$39K +$38.2K +520 New
NIPH
763
NN Investment Partners Holdings
Netherlands
$37K -$1.74M -23,704 -98%
PFBT
764
Parkside Financial Bank & Trust
Missouri
$37K +$3.08K +42 +9%
IFAM
765
Institutional & Family Asset Management
Colorado
$36K +$293 +4 +0.9%
M
766
MOTCO
Texas
$35K +$7.63K +104 +30%
EWM
767
Endurance Wealth Management
Rhode Island
$33K – – –
FCA
768
FinTrust Capital Advisors
South Carolina
$32K +$7.63K +104 +33%
EFSCE
769
Enterprise Financial Services Corp (EFSC)
Missouri
$31K – – –
RWA
770
Ropes Wealth Advisors
Massachusetts
$30K -$117K -1,600 -80%
EIM
771
Essex Investment Management
Massachusetts
$30K – – –
MMG
772
Monetary Management Group
Missouri
$30K – – –
VCM
773
Vigilant Capital Management
Maine
$30K – – –
SL
774
Savior LLC
Massachusetts
$30K +$28.9K +394 New
APWM
775
Atlas Private Wealth Management
New York
$30K +$29.3K +400 New
29 30
31
32 33