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California Water Service

Name Holding Trade Value Shares
Change
Change in
Stake
AW
201
ACG Wealth
Georgia
$290K +$904 +15 +0.3%
FIM
202
Freedom Investment Management
Connecticut
$283K -$279K -4,626 -49%
Baird Financial Group
203
Baird Financial Group
Wisconsin
$283K
OPA
204
Old Port Advisors
Maine
$281K
NPPM
205
North Point Portfolio Managers
Ohio
$279K
GWM
206
Geneos Wealth Management
Colorado
$279K +$482 +8 +0.2%
AWS
207
Atria Wealth Solutions
New York
$269K +$274K +4,540 New
CAN
208
Cetera Advisor Networks
California
$258K +$84.4K +1,401 +47%
MM
209
MQS Management
New York
$252K +$256K +4,244 New
BCM
210
BTR Capital Management
California
$249K
SPIA
211
Steward Partners Investment Advisory
New York
$242K +$844 +14 +0.3%
NIMI
212
Natixis Investment Managers International
France
$239K +$115K +1,908 +89%
AIP
213
Ameritas Investment Partners
Nebraska
$238K
ST
214
Smithfield Trust
Pennsylvania
$238K
SCF
215
Sante Capital Fund
Texas
$238K +$242K +4,019 New
ATC
216
Argent Trust Co
Tennessee
$237K
DIM
217
Delta Investment Management
California
$237K
SPC
218
Stewart & Patten Company
California
$237K
WT
219
Whittier Trust
California
$237K
Fidelity Investments
220
Fidelity Investments
Massachusetts
$233K +$54K +896 +29%
PF
221
Phoenix Financial
Israel
$232K -$34.5K -573 -13%
SICM
222
Sustainable Insight Capital Management
New York
$231K -$29.3K -486 -11%
KC
223
Kepos Capital
New York
$231K +$82.4K +1,367 +54%
BFO
224
Boston Family Office
Massachusetts
$229K
GAM
225
Gotham Asset Management
New York
$222K +$226K +3,748 New