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CVB Financial

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
251
AssetMark Inc
California
$2.46K
BBHC
252
Brown Brothers Harriman & Co
New York
$2.37K
QC
253
Quent Capital
New York
$2.34K -$20 -1 -0.8%
FFO
254
Fortitude Family Office
Arizona
$2.29K +$1.63K +83 +237%
SS
255
SBI Securities
Japan
$2.15K -$1.04K -53 -32%
PWA
256
Physician Wealth Advisors
Utah
$2.1K
WSFG
257
Wall Street Financial Group
Illinois
$2.08K +$2.1K +107 New
HI
258
Horizon Investments
North Carolina
$2.07K +$2.12K +108 New
JWA
259
JFS Wealth Advisors
Pennsylvania
$1.86K -$983 -50 -34%
SHIM
260
Stone House Investment Management
Pennsylvania
$1.78K +$590 +30 +48%
IA
261
IFP Advisors
Florida
$1.75K -$197 -10 -10%
BIA
262
Bell Investment Advisors
California
$1.49K
FMII
263
Farmers & Merchants Investments Inc
Nebraska
$1.4K -$157 -8 -10%
PWMG
264
Private Wealth Management Group
New Jersey
$1.11K
RWS
265
Retirement Wealth Solutions
Wisconsin
$1.03K +$413 +21 +66%
II
266
Inspire Investing
Idaho
$657 +$39 +2 +6%
EP
267
Essential Partners
California
$640 -$138 -7 -18%
DPW
268
DiNuzzo Private Wealth
Pennsylvania
$602
CIAM
269
Caitong International Asset Management
Hong Kong
$524 -$8.55K -435 -94%
SIC
270
SJS Investment Consulting
Ohio
$505 +$197 +10 +63%
TWD
271
True Wealth Design
Ohio
$446 +$59 +3 +15%
GWM
272
Gilpin Wealth Management
Colorado
$446 +$216 +11 +92%
BGAI
273
Bruce G. Allen Investments
Colorado
$349 -$197 -10 -36%
BHWM
274
Bay Harbor Wealth Management
Maryland
$310 +$79 +4 +33%
RWM
275
Rialto Wealth Management
New York
$291 +$59 +3 +25%