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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
801
FC Advisory
Pennsylvania
$204K +$195K +2,731 New
MA
802
Montag & Associates
Georgia
$203K – – –
FPAS
803
Focus Partners Advisor Solutions
Missouri
$203K -$53.9K -754 -22%
RCAG
804
Rehmann Capital Advisory Group
Michigan
$201K +$193K +2,695 New
JIC
805
Johnson Investment Counsel
Ohio
$201K +$192K +2,689 New
FIB
806
First Interstate Bank
Montana
$200K -$57.4K -802 -23%
LC
807
Lindbrook Capital
California
$194K +$81K +1,133 +78%
CT
808
Colonial Trust
South Carolina
$192K -$12.9K -180 -7%
PTC
809
Private Trust Company
Ohio
$191K -$3.08K -43 -2%
PWMG
810
Prestige Wealth Management Group
New Jersey
$190K +$16.3K +228 +10%
SIM
811
Sandia Investment Management
Massachusetts
$187K +$179K +2,500 New
AEPWM
812
Atlantic Edge Private Wealth Management
Florida
$182K +$174K +2,430 New
KC
813
Kepos Capital
New York
$180K -$33.3K -466 -16%
OP
814
ORG Partners
Indiana
$179K – – –
RFS
815
Richardson Financial Services
Massachusetts
$177K +$169K +2,365 New
IPW
816
Impact Partnership Wealth
Georgia
$172K – – –
CT
817
Caldwell Trust
Florida
$169K -$4.58K -64 -3%
MPWT
818
MassMutual Private Wealth & Trust
Connecticut
$168K +$27.5K +384 +21%
GC
819
Garde Capital
Washington
$166K +$159K +2,219 New
LS
820
Livforsakringsbolaget Skandia
Sweden
$163K +$75.2K +1,051 +93%
BWM
821
Baystate Wealth Management
Massachusetts
$163K – – –
HPC
822
HM Payson & Co
Maine
$160K – – –
RIL
823
Rothschild Investment LLC
Illinois
$160K -$187K -2,612 -55%
BEI
824
Benjamin Edwards Inc
Missouri
$156K +$10.4K +146 +8%
SA
825
SRH Advisors
Kansas
$155K – – –
31 32
33
34 35