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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMR
751
GC Wealth Management RIA
Massachusetts
$289K +$283K +3,810 New
LWM
752
LJI Wealth Management
Indiana
$288K -$742 -10 -0.3%
DF
753
Define Financial
California
$288K +$2.52K +34 +0.9%
CI
754
Conning Inc
Connecticut
$288K -$9.36K -126 -3%
PW
755
PUREfi Wealth
Massachusetts
$287K +$35.8K +482 +15%
AIC
756
Archer Investment Corporation
Indiana
$286K +$445 +6 +0.2%
WLG
757
Williamson Legacy Group
Indiana
$283K -$4.68K -63 -2%
BBHC
758
Brown Brothers Harriman & Co
New York
$283K +$57.6K +776 +26%
MPM
759
MBB Public Markets
Illinois
$282K -$60.8K -819 -18%
PA
760
Prossimo Advisors
California
$282K -$186K -2,504 -40%
DWT
761
Dorsey & Whitney Trust
South Dakota
$280K +$44.9K +605 +20%
CA
762
Continuum Advisory
Idaho
$280K +$7.5K +101 +3%
PIM
763
Platinum Investment Management
Australia
$278K -$36.1K -486 -12%
VCM
764
Vivaldi Capital Management
Illinois
$277K +$12.5K +168 +5%
SA
765
Sovran Advisors
California
$277K -$1.41K -19 -0.5%
STA
766
Summit Trail Advisors
New York
$276K +$265K +3,563 New
IAIM
767
International Assets Investment Management
Florida
$276K -$2.52K -34 -0.9%
WIA
768
World Investment Advisors
California
$276K -$57.3K -772 -17%
HSA
769
HBK Sorce Advisory
Pennsylvania
$276K +$14.2K +191 +6%
GL
770
Graypoint LLC
New York
$275K -$1.93K -26 -0.7%
SVWAG
771
Sound View Wealth Advisors Group
Georgia
$274K +$25.2K +339 +10%
FNBT
772
FineMark National Bank & Trust
Florida
$274K -$60.7K -818 -18%
EH
773
Equitable Holdings
New York
$272K -$965 -13 -0.4%
TSS
774
Two Sigma Securities
New York
$271K +$266K +3,581 New
BMWM
775
Brown Miller Wealth Management
Virginia
$270K – – –
29 30
31
32 33