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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
776
Faithward Advisors
Pennsylvania
$221K +$226K +3,157 New
TCM
777
Telos Capital Management
California
$220K -$10.7K -150 -5%
ACA
778
Aptus Capital Advisors
Alabama
$220K -$11.4K -159 -5%
PCIG
779
Partners Capital Investment Group
Massachusetts
$220K +$211K +2,947 New
P
780
Pitcairn
Pennsylvania
$219K -$4.29K -60 -2%
CWS
781
Cypress Wealth Services
California
$219K -$2.72K -38 -1%
EGM
782
Engineers Gate Manager
New York
$219K -$920K -12,865 -81%
BFA
783
Beaumont Financial Advisors
Massachusetts
$219K -$9.94K -139 -5%
LFA
784
Legacy Financial Advisors
Kentucky
$217K +$208K +2,910 New
CAM
785
Cidel Asset Management
Ontario, Canada
$217K +$208K +2,903 New
HCM
786
Howland Capital Management
Massachusetts
$217K +$206K +2,880 New
PCM
787
Penserra Capital Management
California
$216K -$43.8K -612 -17%
PSP
788
Pacific Sage Partners
Washington
$214K +$205K +2,864 New
SI
789
SimpliFi Inc
California
$214K – – –
OFG
790
Omega Financial Group
California
$214K -$76.7K -1,072 -27%
BCM
791
Brookstone Capital Management
Illinois
$211K -$29.2K -408 -13%
GCM
792
Gallacher Capital Management
Colorado
$210K +$201K +2,804 New
CCA
793
Childress Capital Advisors
Texas
$209K +$200K +2,799 New
RRCM
794
Rappaport Reiches Capital Management
Illinois
$209K +$200K +2,791 New
PFM
795
Phillips Financial Management
Indiana
$207K +$199K +2,776 New
OFS
796
OneAscent Financial Services
Alabama
$207K +$198K +2,765 New
AG
797
Algert Global
California
$207K +$198K +2,767 New
CI
798
CX Institutional
Indiana
$206K -$25K -349 -11%
TWA
799
TCI Wealth Advisors
Arizona
$205K +$196K +2,744 New
FWM
800
Fortress Wealth Management
California
$205K +$196K +2,740 New
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