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American States Water
AWR

Name Holding Trade Value Shares
Change 		Change in
Stake
QC
351
Quent Capital
New York
$11.6K – – –
RPA
352
Redwood Park Advisors
California
$9.39K +$78 +1 +0.9%
CA
353
Clearstead Advisors
Ohio
$8.76K +$8.22K +106 New
BWS
354
Buck Wealth Strategies
Colorado
$8.48K +$7.99K +103 New
WSFS
355
Wilmington Savings Fund Society
Delaware
$8.26K – – –
BFS
356
Bare Financial Services
Pennsylvania
$7.11K +$5.27K +68 +378%
N
357
Natixis
France
$6.94K -$78 -1 -1%
HNW
358
High Note Wealth
Minnesota
$6.36K +$465 +6 +8%
MPWT
359
MassMutual Private Wealth & Trust
Connecticut
$4.96K -$1.32K -17 -22%
FFO
360
Fortitude Family Office
Arizona
$4.96K +$2.4K +31 +107%
IFWM
361
Institute for Wealth Management
Colorado
$4.96K +$4.65K +60 New
TWC
362
TD Waterhouse Canada
Ontario, Canada
$4.17K – – –
KFAS
363
Keating Financial Advisory Services
Kansas
$3.64K -$233 -3 -6%
JWM
364
JPL Wealth Management
Colorado
$3.64K +$620 +8 +22%
CFO
365
CVA Family Office
Colorado
$3.55K +$233 +3 +8%
SGFG
366
Silver Grove Financial Group
New York
$3.31K +$3.1K +40 New
LFG
367
Larson Financial Group
Missouri
$3.23K +$2.25K +29 +290%
EWM
368
Evolution Wealth Management
Florida
$3.22K – – –
NA
369
NewEdge Advisors
Louisiana
$3.14K – – –
TC
370
Truvestments Capital
Florida
$3.14K – – –
HNB
371
Huntington National Bank
Ohio
$2.98K – – –
LI
372
LRI Investments
Florida
$2.72K +$155 +2 +6%
APFP
373
Action Point Financial Planning
Michigan
$2.56K +$2.56K +33 New
CPG
374
Cornerstone Planning Group
New Jersey
$2.54K +$465 +6 +26%
JWA
375
JFS Wealth Advisors
Pennsylvania
$2.15K +$543 +7 +37%
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15
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