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California Water Service
CWT

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
301
BFSG LLC
California
$6.62K – – –
BFS
302
Bare Financial Services
Pennsylvania
$5.93K +$3.47K +77 +171%
FFO
303
Fortitude Family Office
Arizona
$5.06K +$2.25K +50 +93%
AF
304
Abound Financial
California
$4.87K +$4.51K +100 New
SS
305
SBI Securities
Japan
$4.23K -$1.31K -29 -25%
HNB
306
Huntington National Bank
Ohio
$3.84K +$1.76K +39 +98%
PWMG
307
Private Wealth Management Group
New Jersey
$3.16K – – –
RF
308
Rossby Financial
Florida
$3.06K +$992 +22 +54%
CFO
309
CVA Family Office
Colorado
$2.97K – – –
TWC
310
TD Waterhouse Canada
Ontario, Canada
$2.94K – – –
KFAS
311
Keating Financial Advisory Services
Kansas
$2.92K -$316 -7 -10%
ABC
312
Anchor Bay Capital
California
$2.55K +$2.3K +51 New
JWA
313
JFS Wealth Advisors
Pennsylvania
$2.24K +$812 +18 +64%
SIM
314
Synergy Investment Management
Florida
$2.04K – – –
JWM
315
JPL Wealth Management
Colorado
$2K +$451 +10 +32%
BIA
316
Bell Investment Advisors
California
$1.8K +$676 +15 +68%
FMII
317
Farmers & Merchants Investments Inc
Nebraska
$1.75K – – –
BCM
318
Boreal Capital Management
Florida
$1.65K – – –
WIM
319
Westside Investment Management
California
$1.26K – – –
HIA
320
Highland Investment Advisors
Florida
$1.21K +$1.13K +25 New
APFP
321
Action Point Financial Planning
Michigan
$926 +$857 +19 New
WETS
322
Wealth Enhancement Trust Services
South Dakota
$876 +$812 +18 New
BTI
323
Blue Trust Inc
Georgia
$778 – – –
BHWM
324
Bay Harbor Wealth Management
Maryland
$632 +$135 +3 +30%
CCMI
325
Creative Capital Management Investments
California
$584 +$541 +12 New
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13
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