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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
826
Howland Capital Management
Massachusetts
$256K – – –
BOS
827
Bank of Stockton
California
$256K -$11K -136 -5%
BP
828
Ballentine Partners
Massachusetts
$255K -$648 -8 -0.3%
AEPWM
829
Atlantic Edge Private Wealth Management
Florida
$255K -$6.48K -80 -3%
GCM
830
Gallacher Capital Management
Colorado
$252K – – –
NSAM
831
North Star Asset Management
Wisconsin
$252K +$243 +3 +0.1%
KCP
832
Kera Capital Partners
California
$252K +$227K +2,799 New
6F
833
626 Financial
Michigan
$251K +$1.94K +24 +0.9%
FWM
834
Fortress Wealth Management
California
$251K +$729 +9 +0.3%
BAG
835
Bridgewealth Advisory Group
California
$251K +$1.38K +17 +0.6%
CT
836
Colonial Trust
South Carolina
$251K -$5.67K -70 -2%
MWM
837
Mission Wealth Management
California
$251K +$226K +2,786 New
CAGAS
838
Capital Advisory Group Advisory Services
Minnesota
$249K – – –
DA
839
Dash Acquisitions
California
$248K +$1.3K +16 +0.6%
WA
840
WealthTrust Axiom
Pennsylvania
$248K +$223K +2,758 New
BAAM
841
Baker Avenue Asset Management
California
$247K +$222K +2,742 New
NWP
842
NerdWallet Wealth Partners
New York
$246K +$221K +2,731 New
BFS
843
BridgePort Financial Solutions
Iowa
$245K +$1.7K +21 +0.8%
SCM
844
SOL Capital Management
Maryland
$243K – – –
BBI
845
Baxter Bros Inc
Connecticut
$243K -$8.1K -100 -4%
PSP
846
Principal Street Partners
Tennessee
$243K +$219K +2,700 New
PI
847
Pachira Investments
California
$242K +$81 +1 +0%
ETC
848
Exchange Traded Concepts
Oklahoma
$242K +$114K +1,405 +110%
FA
849
Fiduciary Alliance
South Carolina
$242K +$972 +12 +0.4%
NCTC
850
New Covenant Trust Company
Indiana
$241K +$217K +2,674 New
32 33
34
35 36