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American States Water
AWR

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
326
Bare Financial Services
Pennsylvania
$3.77K -$3.61K -49 -49%
TWC
327
TD Waterhouse Canada
Ontario, Canada
$3.62K – – –
EWM
328
Evolution Wealth Management
Florida
$2.83K +$2.87K +39 New
NA
329
NewEdge Advisors
Louisiana
$2.75K – – –
MCM
330
Manchester Capital Management
Vermont
$2.25K -$592K -8,043 -100%
JWA
331
JFS Wealth Advisors
Pennsylvania
$2.25K +$883 +12 +63%
LI
332
LRI Investments
Florida
$2.24K – – –
SS
333
Sunbelt Securities
Texas
$2.17K -$368 -5 -14%
BIA
334
Bell Investment Advisors
California
$2.03K – – –
UIA
335
Ulland Investment Advisors
Minnesota
$2K – – –
TC
336
Trust Company
Kansas
$1.81K +$1.84K +25 New
FDW
337
Fourth Dimension Wealth
Ohio
$1.56K +$74 +1 +5%
SIC
338
SJS Investment Consulting
Ohio
$1.52K +$1.4K +19 +950%
CFM
339
Cornerstone Financial Management
Massachusetts
$1.38K +$1.4K +19 New
GFA
340
Godfrey Financial Associates
New York
$1.38K +$1.4K +19 New
FFO
341
Fortitude Family Office
Arizona
$1.23K -$2.28K -31 -65%
SG
342
Sankala Group
Colorado
$1.12K +$1.1K +15 New
CA
343
Clearstead Advisors
Ohio
$1.09K -$46.7K -635 -98%
PWMG
344
Private Wealth Management Group
New Jersey
$1.01K – – –
LFG
345
Larson Financial Group
Missouri
$1.01K +$294 +4 +40%
CPG
346
Cornerstone Planning Group
New Jersey
$1.01K +$736 +10 +250%
TFA
347
Transamerica Financial Advisors
Florida
$942 – – –
PWA
348
Physician Wealth Advisors
Utah
$798 -$442 -6 -35%
FHC
349
First Horizon Corporation
Tennessee
$435 -$221 -3 -33%
DPW
350
DiNuzzo Private Wealth
Pennsylvania
$435 – – –
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