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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
776
Cidel Asset Management
Ontario, Canada
$323K – – –
WLG
777
Williamson Legacy Group
Indiana
$322K -$1.64K -18 -0.5%
RWM
778
Ritholtz Wealth Management
New York
$322K +$48.1K +528 +17%
AW
779
Alteri Wealth
California
$321K -$1.37K -15 -0.4%
EP
780
Edgestream Partners
New Jersey
$320K +$330K +3,626 New
LAM
781
L2 Asset Management
Massachusetts
$320K +$20.1K +221 +6%
HSA
782
HBK Sorce Advisory
Pennsylvania
$320K +$2.09K +23 +0.6%
WPC
783
Wedmont Private Capital
Pennsylvania
$319K -$233K -2,559 -41%
CI
784
Conning Inc
Connecticut
$319K -$17.1K -188 -5%
SA
785
Sovran Advisors
California
$318K -$4.37K -48 -1%
CI
786
CX Institutional
Indiana
$318K +$24.9K +273 +8%
UWM
787
Urban Wealth Management
California
$318K +$328K +3,600 New
BMWM
788
Brown Miller Wealth Management
Virginia
$315K – – –
FNBT
789
FineMark National Bank & Trust
Florida
$313K – – –
CWM
790
Centric Wealth Management
Illinois
$313K – – –
DWP
791
Daymark Wealth Partners
Ohio
$311K +$59K +648 +23%
ISFAN
792
Investor's Fiduciary Advisor Network
Washington
$310K -$43K -472 -12%
TC
793
Trilogy Capital
California
$310K -$2.73K -30 -0.8%
FCH
794
Freestone Capital Holdings
Washington
$307K +$5.46K +60 +2%
OCA
795
OpenArc Corporate Advisory
Georgia
$307K +$317K +3,478 New
EFMC
796
Empire Financial Management Company
New York
$304K – – –
FC
797
FORA Capital
Florida
$303K +$395K +4,342 New
CWS
798
Cypress Wealth Services
California
$303K +$18K +198 +6%
BFM
799
Boothbay Fund Management
New York
$303K +$312K +3,428 New
PTCG
800
Pring Turner Capital Group
California
$300K -$9.29K -102 -3%
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