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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
776
Sentry Investment Management
Wisconsin
$237K – – –
FWM
777
Fingerlakes Wealth Management
New York
$237K -$80.4K -1,122 -25%
ITB
778
Idaho Trust Bank
Idaho
$237K +$236K +3,293 New
BOS
779
Bank of Stockton
California
$235K +$235K +3,278 New
LWM
780
Lakeridge Wealth Management
Ohio
$235K – – –
RPC
781
Rossmore Private Capital
Connecticut
$234K – – –
RCM
782
RB Capital Management
Nevada
$234K – – –
MBI
783
May Barnhard Investments
Maryland
$234K – – –
B
784
Bailard
California
$233K -$381K -5,320 -62%
AC
785
Avestar Capital
New York
$233K +$232K +3,237 New
RCG
786
Regatta Capital Group
California
$232K – – –
CAM
787
Cidel Asset Management
Ontario, Canada
$232K +$23.4K +326 +11%
HFP
788
Holistic Financial Partners
Indiana
$231K +$6.24K +87 +3%
WAP
789
Wealthcare Advisory Partners
Pennsylvania
$230K +$5.3K +74 +2%
DBRC
790
D.B. Root & Company
Pennsylvania
$230K +$645 +9 +0.3%
VHAM
791
Van Hulzen Asset Management
California
$230K +$14.5K +203 +7%
SI
792
SimpliFi Inc
California
$230K +$3.73K +52 +2%
PP
793
PDS Planning
Ohio
$229K +$228K +3,185 New
BB
794
Busey Bank
Illinois
$227K +$4.95K +69 +2%
CGL
795
Clarius Group LLC
Washington
$226K -$79.2K -1,105 -26%
BRA
796
Biechele Royce Advisors
Indiana
$225K -$8.6K -120 -4%
GRP
797
Global Retirement Partners
California
$224K -$79.8K -1,114 -26%
WB
798
WesBanco Bank
West Virginia
$222K +$221K +3,088 New
BCM
799
Brookstone Capital Management
Illinois
$218K +$15.8K +220 +8%
BIG
800
Brooklyn Investment Group
New York
$218K -$71.4K -996 -25%
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