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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
751
Evercore Wealth Management
New York
$221K +$3.71K +48 +2%
C
752
Certuity
Florida
$217K +$2.63K +34 +1%
WBC
753
West Branch Capital
Massachusetts
$217K – – –
GCM
754
Gallacher Capital Management
Colorado
$217K +$217K +2,804 New
PCOC
755
Power Corp of Canada
Canada
$216K -$216K -2,790 -50%
CA
756
Calton & Associates
Florida
$215K +$216K +2,786 New
PP
757
Patten & Patten
Tennessee
$215K – – –
RRCM
758
Rappaport Reiches Capital Management
Illinois
$215K +$215K +2,778 New
WA
759
WealthTrust Axiom
Pennsylvania
$214K -$52.9K -684 -20%
TCM
760
Telos Capital Management
California
$213K – – –
PA
761
Pinnacle Associates
New York
$213K +$2.63K +34 +1%
FA
762
FC Advisory
Pennsylvania
$213K +$1.7K +22 +0.8%
PFM
763
Phillips Financial Management
Indiana
$212K +$1.55K +20 +0.7%
THL
764
Tillman Hartley LLC
Colorado
$212K +$212K +2,740 New
JJBC
765
James J. Burns & Company
New York
$211K – – –
MA
766
Montag & Associates
Georgia
$210K – – –
WAP
767
Wealthcare Advisory Partners
Pennsylvania
$210K +$210K +2,720 New
DWM
768
Destination Wealth Management
California
$210K +$929 +12 +0.4%
FWM
769
Fortress Wealth Management
California
$209K +$464 +6 +0.2%
TWA
770
TCI Wealth Advisors
Arizona
$209K +$44K +568 +27%
MW
771
Marcum Wealth
Ohio
$208K -$1.55K -20 -0.7%
AT
772
American Trust
Kentucky
$207K +$208K +2,684 New
FAT
773
First American Trust
California
$207K +$207K +2,676 New
FPCP
774
Fort Point Capital Partners
California
$205K +$206K +2,656 New
CCA
775
Childress Capital Advisors
Texas
$205K -$7.43K -96 -3%
29 30
31
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