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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
PTCG
801
Pring Turner Capital Group
California
$250K – – –
VCM
802
Vivaldi Capital Management
Illinois
$249K +$3.97K +51 +1%
IAS
803
Insigneo Advisory Services
Florida
$249K +$25.2K +324 +10%
WAP
804
Wealthcare Advisory Partners
Pennsylvania
$247K +$8.57K +110 +3%
WA
805
Waverly Advisors
Alabama
$247K +$16.1K +207 +6%
HSA
806
HBK Sorce Advisory
Pennsylvania
$246K -$7.09K -91 -3%
EFMC
807
Empire Financial Management Company
New York
$246K – – –
PTC
808
Private Trust Company
Ohio
$245K -$4.99K -64 -2%
PA
809
PharVision Advisers
Florida
$245K -$73.6K -945 -22%
LC
810
Lindbrook Capital
California
$244K +$79.1K +1,015 +42%
SWM
811
Seed Wealth Management
Illinois
$243K +$266K +3,410 New
ANTB
812
AMG National Trust Bank
Colorado
$243K -$144K -1,842 -35%
FIM
813
Freedom Investment Management
Connecticut
$243K +$265K +3,402 New
OAM
814
Oak Asset Management
California
$243K – – –
ICM
815
IMS Capital Management
Oregon
$243K +$265K +3,400 New
VBWMG
816
Von Berge Wealth Management Group
California
$243K +$467 +6 +0.2%
AWA
817
AGH Wealth Advisors
Kansas
$241K -$10.9K -140 -4%
CAM
818
Cidel Asset Management
Ontario, Canada
$241K – – –
AA
819
Alta Advisers
United Kingdom
$240K +$262K +3,365 New
IAN
820
Integrated Advisors Network
Texas
$240K -$52.7K -677 -17%
BBI
821
Baxter Bros Inc
Connecticut
$239K -$3.9K -50 -1%
BCM
822
Brookstone Capital Management
Illinois
$238K -$253K -3,244 -49%
PW
823
PUREfi Wealth
Massachusetts
$236K +$258K +3,312 New
AP
824
Atwood & Palmer
Missouri
$235K – – –
RS
825
R Squared
Hong Kong
$235K +$239K +3,070 +1,335%
31 32
33
34 35