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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
876
Blueshift Asset Management
New Jersey
$273K +$59.7K +642 +28%
EA
877
Everpar Advisors
Oklahoma
$272K -$3.72K -40 -1%
QIM
878
Quantitative Investment Management
Virginia
$271K +$272K +2,925 New
IF
879
Intrua Financial
Texas
$271K -$351K -3,770 -56%
AWM
880
Aviso Wealth Management
Washington
$270K – – –
SVWAG
881
Sound View Wealth Advisors Group
Georgia
$270K – – –
WTA
882
Washington Trust Advisors
Massachusetts
$270K +$103K +1,110 +61%
PSP
883
Pacific Sage Partners
Washington
$270K – – –
OAM
884
Ostrum Asset Management
France
$269K – – –
AL
885
Aspiriant LLC
California
$269K -$227K -2,444 -46%
SO
886
Sierra Ocean
California
$267K +$465 +5 +0.2%
MPWT
887
MassMutual Private Wealth & Trust
Connecticut
$267K +$14.7K +158 +6%
JDLA
888
J. Derek Lewis & Associates
California
$266K +$8.84K +95 +3%
HCM
889
Howland Capital Management
Massachusetts
$266K +$372 +4 +0.1%
TWP
890
Triad Wealth Partners
Kansas
$265K +$29.7K +319 +12%
BP
891
Ballentine Partners
Massachusetts
$265K +$1.67K +18 +0.6%
EFM
892
E Fund Management
China
$263K +$47K +505 +22%
BAG
893
Bridgewealth Advisory Group
California
$262K +$1.4K +15 +0.5%
CT
894
Colonial Trust
South Carolina
$262K – – –
SQA
895
Simon Quick Advisors
New Jersey
$261K -$69.1K -743 -21%
GCM
896
Gallacher Capital Management
Colorado
$260K – – –
NSAM
897
North Star Asset Management
Wisconsin
$258K +$279 +3 +0.1%
AEPWM
898
Atlantic Edge Private Wealth Management
Florida
$258K – – –
IBOK
899
Independence Bank of Kentucky
Kentucky
$257K -$9.3K -100 -3%
BFS
900
BridgePort Financial Solutions
Iowa
$257K +$372 +4 +0.1%
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