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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
801
Vivaldi Capital Management
Illinois
$249K +$3.97K +51 +1%
IAS
802
Insigneo Advisory Services
Florida
$249K +$25.2K +324 +10%
WAP
803
Wealthcare Advisory Partners
Pennsylvania
$247K +$8.57K +110 +3%
WA
804
Waverly Advisors
Alabama
$247K +$16.1K +207 +6%
HSA
805
HBK Sorce Advisory
Pennsylvania
$246K -$7.09K -91 -3%
EFMC
806
Empire Financial Management Company
New York
$246K – – –
PTC
807
Private Trust Company
Ohio
$245K -$4.99K -64 -2%
PA
808
PharVision Advisers
Florida
$245K -$73.6K -945 -22%
LC
809
Lindbrook Capital
California
$244K +$79.1K +1,015 +42%
SWM
810
Seed Wealth Management
Illinois
$243K +$266K +3,410 New
ANTB
811
AMG National Trust Bank
Colorado
$243K -$144K -1,842 -35%
FIM
812
Freedom Investment Management
Connecticut
$243K +$265K +3,402 New
OAM
813
Oak Asset Management
California
$243K – – –
ICM
814
IMS Capital Management
Oregon
$243K +$265K +3,400 New
VBWMG
815
Von Berge Wealth Management Group
California
$243K +$467 +6 +0.2%
AWA
816
AGH Wealth Advisors
Kansas
$241K -$10.9K -140 -4%
CAM
817
Cidel Asset Management
Ontario, Canada
$241K – – –
AA
818
Alta Advisers
United Kingdom
$240K +$262K +3,365 New
IAN
819
Integrated Advisors Network
Texas
$240K -$52.7K -677 -17%
BBI
820
Baxter Bros Inc
Connecticut
$239K -$3.9K -50 -1%
BCM
821
Brookstone Capital Management
Illinois
$238K -$253K -3,244 -49%
PW
822
PUREfi Wealth
Massachusetts
$236K +$258K +3,312 New
AP
823
Atwood & Palmer
Missouri
$235K – – –
RS
824
R Squared
Hong Kong
$235K +$239K +3,070 +1,335%
SI
825
SimpliFi Inc
California
$235K +$1.95K +25 +0.8%
31 32
33
34 35