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California Water Service GRP (CWT)

CUSIP: 130788102 | NYSE | Utilities · Utilities - Regulated Water | Mid Cap | 1045 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AAmundi3,291,5885.3%−197,723Sep 30, 2026No 13F filer matched
13G/AAmundi3,291,588
5.3% of class · Sep 30, 2026−197,723
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,271,357
0.0% of portfolio›$58.8M
Antipodes Partners Ltd784,677
0.7% of portfolio›$36.3M
KBC Group NV577,510
0.1% of portfolio›$26.7M
Bank of New York Mellon Corp532,084
0.0% of portfolio›$24.6M
Principal Financial Group Inc295,584
0.0% of portfolio›$13.7M
ProShare Advisors LLC207,828
0.0% of portfolio›$9.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS99,421
0.0% of portfolio›$4.6M
NIA Impact Advisors, LLC93,340
1.9% of portfolio›$4.3M
Wedge Capital Management L L P90,114
0.1% of portfolio›$4.2M
Carrera Capital Advisors86,699
0.6% of portfolio›$4.0M
New York State Teachers Retirement System63,349
0.0% of portfolio›$2.9M
Arjuna Capital60,448
0.6% of portfolio›$2.8M
Thrivent Financial for Lutherans57,800
0.0% of portfolio›$2.7M
Exchange Traded Concepts, LLC53,870
0.0% of portfolio›$2.5M
Midwest Trust Co51,130
0.0% of portfolio›$2.4M
Clear Harbor Asset Management, LLC47,136
0.1% of portfolio›$2.2M
Bridge City Capital, LLC45,534
0.4% of portfolio›$2.1M
Vontobel Holding Ltd.42,700
0.0% of portfolio›$2.0M
Candriam S.C.A.38,010
0.0% of portfolio›$1.8M
Assenagon Asset Management S.A.36,149
0.0% of portfolio›$1.7M
Fideuram - Intesa Sanpaolo Private Banking S.P.A.32,626
0.0% of portfolio›$1.5M
SEB Asset Management AB32,249
0.0% of portfolio›$1.5M
Ethic Inc.31,408
0.0% of portfolio›$1.5M
Creative Planning31,191
0.0% of portfolio›$1.4M
Y-Intercept (Hong Kong) Ltd31,173
0.0% of portfolio›$1.4M
Illinois Municipal Retirement Fund30,406
0.0% of portfolio›$1.4M
State of New Jersey Common Pension Fund D28,587
0.0% of portfolio›$1.3M
Wealth Enhancement Advisory Services, LLC27,464
0.0% of portfolio›$1.3M
Kornitzer Capital Management Inc27,000
0.0% of portfolio›$1.2M
Louisiana State Employees Retirement System26,300
0.0% of portfolio›$1.2M
Allspring Global Investments Holdings, LLC20,864
0.0% of portfolio›$939.9K
Arizona State Retirement System16,857
0.0% of portfolio›$780.0K
Amalgamated Bank16,004
0.0% of portfolio›$741.0K
Yousif Capital Management, LLC15,778
0.0% of portfolio›$730.0K
Canvas Wealth Advisors, LLC15,507
0.1% of portfolio›$738.4K
Willow Creek Wealth Management Inc.15,153
0.0% of portfolio›$701.2K
Nisa Investment Advisors, LLC14,494
0.0% of portfolio›$670.6K
Oregon Public Employees Retirement Fund13,914
0.0% of portfolio›$643.8K
Farmers & Merchants Trust Co of Long Beach13,000
0.1% of portfolio›$601.5K
CenterBook Partners LP12,935
0.0% of portfolio›$598.5K
Perigon Wealth Management, LLC12,739
0.0% of portfolio›$589.5K
Citigroup Inc12,671
0.0% of portfolio›$586.3K
Atria Investments, Inc12,601
0.0% of portfolio›$583.1K
State of Alaska, Department of Revenue12,195
0.0% of portfolio›$563.0K
Daiwa Securities Group Inc.11,643
0.0% of portfolio›$538.7K
Alps Advisors Inc11,520
0.0% of portfolio›$533.0K
Jackson Creek Investment Advisors LLC10,702
0.4% of portfolio›$495.0K
Commonwealth Equity Services, LLC10,346
0.0% of portfolio›$478.7K
Pictet Asset Management Holding SA9,902
0.0% of portfolio›$458.2K
Clean Yield Group9,835
0.1% of portfolio›$455.1K
D.A. Davidson & Co.9,146
0.0% of portfolio›$423.2K
Virtue Capital Management, LLC9,123
0.1% of portfolio›$422.1K
Wedbush Securities Inc8,100
0.0% of portfolio›$375.0K
Praxis Investment Management Inc7,671
0.0% of portfolio›$355.0K
Spirit of America Management Corp7,650
0.1% of portfolio›$354.0K
Sound Income Strategies, LLC7,210
0.0% of portfolio›$328.8K
Wealth Architects, LLC7,086
0.0% of portfolio›$327.9K
Mutual of America Capital Management LLC7,056
0.0% of portfolio›$326.5K
Xponance LLC6,799
0.0% of portfolio›$314.6K
Axxion S.A.6,693
0.0% of portfolio›$309.7K
Maple Capital Management, Inc.6,667
0.0% of portfolio›$308.5K
True Private Wealth Advisors6,214
0.0% of portfolio›$287.5K
Elco Management Co., LLC6,093
0.1% of portfolio›$281.9K
DekaBank Deutsche Girozentrale5,966
0.0% of portfolio›$276.0K
IFM Investors Pty Ltd5,842
0.0% of portfolio›$270.3K
Brighton Jones LLC5,263
0.0% of portfolio›$243.5K
Blue Water Asset Management4,941
0.1% of portfolio›$228.6K
Hohimer Wealth Management, LLC4,901
0.0% of portfolio›$226.8K
Lido Advisors, LLC4,781
0.0% of portfolio›$221.2K
Crossmark Global Holdings, Inc.4,664
0.0% of portfolio›$215.8K
StoneX Group Inc.4,613
0.0% of portfolio›$218.6K
Abacus Wealth Partners, LLC4,523
0.0% of portfolio›$209.3K
Asset Planning,Inc4,500
0.1% of portfolio›$208.2K
HB Wealth Management, LLC4,357
0.0% of portfolio›$201.6K
Farther Finance Advisors, LLC4,339
0.0% of portfolio›$200.8K
Gamma Investing LLC3,228
0.0% of portfolio›$149.4K
GHP Investment Advisors, Inc.1,778
0.0% of portfolio›$82.3K
Strs Ohio1,600
0.0% of portfolio›$74.0K
Mather Group, Llc.1,528
0.0% of portfolio›$70.7K
Versant Capital Management, Inc1,465
0.0% of portfolio›$67.8K
IFP Advisors, Inc1,279
0.0% of portfolio›$59.2K
Sterling Capital Management LLC1,231
0.0% of portfolio›$57.0K
EverSource Wealth Advisors, LLC1,148
0.0% of portfolio›$53.1K
Caitong International Asset Management Co., Ltd948
0.0% of portfolio›$43.9K
Pinnacle Wealth Planning Services, Inc.865
0.0% of portfolio›$40.0K
Larson Financial Group LLC845
0.0% of portfolio›$39.1K
Parallel Advisors, LLC765
0.0% of portfolio›$35.4K
Brown, Lisle Ings, Inc.750
0.0% of portfolio›$34.7K
Mitsubishi UFJ Asset Management Co., Ltd.670
0.0% of portfolio›$31.0K
Pinnacle Bancorp, Inc.670
0.0% of portfolio›$31.0K
Capital Advisors, Ltd. LLC599
0.0% of portfolio›$28
Essential Partners LLC586
0.0% of portfolio›$27.1K
Manchester Capital Management LLC552
0.0% of portfolio›$25.5K
Tower View Wealth Management LLC542
0.0% of portfolio›$25.1K
Signaturefd, LLC535
0.0% of portfolio›$24.8K
Root Financial Partners, LLC417
0.0% of portfolio›$19.3K
Trust Co of Toledo NA400
0.0% of portfolio›$18.5K
Salomon & Ludwin, LLC396
0.0% of portfolio›$18.3K
Harbor Capital Advisors, Inc.348
0.0% of portfolio›$16.0K
True Wealth Design, LLC285
0.0% of portfolio›$13.2K
Costello Asset Management, Inc276
0.0% of portfolio›$12.8K
Creative Financial Designs Inc241
0.0% of portfolio›$11.2K
SJS Investment Consulting Inc.222
0.0% of portfolio›$10.3K
Compass Financial Management LLC217
0.0% of portfolio›$10.0K
Bare Financial Services, Inc182
0.0% of portfolio›$8.4K
MassMutual Private Wealth & Trust, FSB176
0.0% of portfolio›$8.1K
Provenance Wealth Advisors, LLC143
0.0% of portfolio›$6.6K
Parkside Financial Bank & Trust141
0.0% of portfolio›$6.5K
SBI Securities Co., Ltd.139
0.0% of portfolio›$6.4K
Bfsg, LLC136
0.0% of portfolio›$6.3K
Fortitude Family Office, LLC106
0.0% of portfolio›$4.9K
GK Wealth Management LLC98
0.0% of portfolio›$4.5K
High Note Wealth, LLC77
0.0% of portfolio›$3.6K
Rossby Financial, LCC72
0.0% of portfolio›$3.3K
Pension & Wealth Management Advisors, Inc.66
0.0% of portfolio›$3.1K
Elyxium Wealth, LLC66
0.0% of portfolio›$3.1K
Private Wealth Management Group, LLC65
0.0% of portfolio›$3.0K
TD Waterhouse Canada Inc.60
0.0% of portfolio›$2.7K
Farmers & Merchants Investments Inc58
0.0% of portfolio›$2.7K
UMB Private Wealth Management, LLC56
0.0% of portfolio›$2.6K
Ascentis Wealth Management, LLC49
0.0% of portfolio›$2.3K
JFS Wealth Advisors, LLC46
0.0% of portfolio›$2.1K
Bell Investment Advisors, Inc37
0.0% of portfolio›$1.7K
Westside Investment Management, Inc.26
0.0% of portfolio›$1.2K
Creative Capital Management Investments LLC22
0.0% of portfolio›$1.0K
Blue Trust, Inc.16
0.0% of portfolio›$740
Bay Harbor Wealth Management, LLC12
0.0% of portfolio›$555
Covestor Ltd10
0.0% of portfolio›$1
Valley National Advisers Inc10
0.0% of portfolio›$463
CoreCap Advisors, LLC9
0.0% of portfolio›$416
Assetmark, Inc9
0.0% of portfolio›$416
DiNuzzo Private Wealth, Inc.6
0.0% of portfolio›$278
Meriwether Wealth & Planning, LLC6
0.0% of portfolio›$278
Buck Wealth Strategies, LLC4
0.0% of portfolio›$185
Davis Capital Management3
0.0% of portfolio›$139
Hughes Financial Services, LLC3
0.0% of portfolio›$143
Gilpin Wealth Management, LLC2
0.0% of portfolio›$93
Nova Financial LLC1
0.0% of portfolio›$47
DecisionPoint Financial, LLC1
0.0% of portfolio›$46
RHL Group, LLC1
0.0% of portfolio›$46
Financial Consulate, Inc1
0.0% of portfolio›$47
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,271,357$58.8M0.0%IndexLowAustin, TX2026-11-04
Antipodes Partners Ltd
784,677$36.3M0.7%ValueHighRoyal Exchange, China2026-11-05
KBC Group NV
577,510$26.7M0.1%CoreMediumBrussels, Czech Republic2026-10-22
Bank of New York Mellon Corp
532,084$24.6M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
295,584$13.7M0.0%CoreLowDes Moines, IA2026-11-02
ProShare Advisors LLC
207,828$9.6M0.0%GrowthLowBethesda, MD2026-10-29
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
99,421$4.6M0.0%CoreLowHarrisburg, PA2026-11-03
NIA Impact Advisors, LLC
93,340$4.3M1.9%CoreMediumOakland, CA2026-11-04
Wedge Capital Management L L P
90,114$4.2M0.1%ValueMediumCharlotte, NC2026-10-13
Carrera Capital Advisors
86,699$4.0M0.6%ETFMediumTroy, MI2026-11-03
New York State Teachers Retirement System
63,349$2.9M0.0%CoreVery LowAlbany, NY2026-10-22
Arjuna Capital
60,448$2.8M0.6%MomentumMediumManchester, MA2026-11-03
Thrivent Financial for Lutherans
57,800$2.7M0.0%GARPMediumMinneapolis, MN2026-11-05
Exchange Traded Concepts, LLC
53,870$2.5M0.0%GrowthMediumOklahoma City, OK2026-10-28
Midwest Trust Co
51,130$2.4M0.0%CoreLowOverland Park, KS2026-10-22
Clear Harbor Asset Management, LLC
47,136$2.2M0.1%CoreLowStamford, CT2026-11-05
Bridge City Capital, LLC
45,534$2.1M0.4%ValueMediumLake Oswego, OR2026-10-29
Vontobel Holding Ltd.
42,700$2.0M0.0%CoreMediumZurich, Switzerland2026-10-16
Candriam S.C.A.
38,010$1.8M0.0%GrowthMediumStrassen, Netherlands2026-11-03
Assenagon Asset Management S.A.
36,149$1.7M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
32,626$1.5M0.0%CoreHighTurin, Latvia2026-10-22
SEB Asset Management AB
32,249$1.5M0.0%CoreN/AStockholm, Sweden2026-11-04
Ethic Inc.
31,408$1.5M0.0%CoreLowNew York, NY2026-11-03
Creative Planning
31,191$1.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Y-Intercept (Hong Kong) Ltd
31,173$1.4M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Illinois Municipal Retirement Fund
30,406$1.4M0.0%CoreMediumOak Brook, IL2026-11-05
State of New Jersey Common Pension Fund D
28,587$1.3M0.0%CoreLowTrenton, NJ2026-11-05
Wealth Enhancement Advisory Services, LLC
27,464$1.3M0.0%CoreLowPlymouth, MN2026-10-13
Kornitzer Capital Management Inc
27,000$1.2M0.0%CoreLowShawnee Mission, KS2026-11-03
Louisiana State Employees Retirement System
26,300$1.2M0.0%IndexLowBaton Rouge, LA2026-10-20
Allspring Global Investments Holdings, LLC
20,864$939.9K0.0%CoreMediumCharlotte, NC2026-11-04
Arizona State Retirement System
16,857$780.0K0.0%IndexVery LowPhoenix, AZ2026-11-03
Amalgamated Bank
16,004$741.0K0.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
15,778$730.0K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Canvas Wealth Advisors, LLC
15,507$738.4K0.1%GrowthLowShawnee, KS2026-11-02
Willow Creek Wealth Management Inc.
15,153$701.2K0.0%ETFVery LowSebastopol, CA2026-10-26
Nisa Investment Advisors, LLC
14,494$670.6K0.0%IndexVery LowSt. Louis, MO2026-10-20
Oregon Public Employees Retirement Fund
13,914$643.8K0.0%IndexVery LowTigard, OR2026-10-30
Farmers & Merchants Trust Co of Long Beach
13,000$601.5K0.1%CoreVery LowLong Beach, CA2026-10-22
CenterBook Partners LP
12,935$598.5K0.0%ValueVery HighGreenwich, CT2026-11-02
Perigon Wealth Management, LLC
12,739$589.5K0.0%GrowthLowSan Francisco, CA2026-10-22
Citigroup Inc
12,671$586.3K0.0%CoreMediumNew York, NY2026-11-04
Atria Investments, Inc
12,601$583.1K0.0%CoreMediumCharlotte, NC2026-10-15
State of Alaska, Department of Revenue
12,195$563.0K0.0%CoreVery LowJuneau, AK2026-10-15
Daiwa Securities Group Inc.
11,643$538.7K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Alps Advisors Inc
11,520$533.0K0.0%YieldLowDenver, CO2026-11-03
Jackson Creek Investment Advisors LLC
10,702$495.0K0.4%ValueVery HighCastle Rock, CO2026-11-04
Commonwealth Equity Services, LLC
10,346$478.7K0.0%ETFLowWaltham, MA2026-11-02
Pictet Asset Management Holding SA
9,902$458.2K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Clean Yield Group
9,835$455.1K0.1%CoreLowNorwich, VT2026-10-28
D.A. Davidson & Co.
9,146$423.2K0.0%CoreLowGreat Falls, MT2026-10-28
Virtue Capital Management, LLC
9,123$422.1K0.1%GrowthHighBrentwood, TN2026-10-29
Wedbush Securities Inc
8,100$375.0K0.0%CoreLowPasadena, CA2026-10-22
Praxis Investment Management Inc
7,671$355.0K0.0%CoreLowGoshen, IN2026-11-03
Spirit of America Management Corp
7,650$354.0K0.1%GARPLowSyosset, NY2026-10-14
Sound Income Strategies, LLC
7,210$328.8K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Wealth Architects, LLC
7,086$327.9K0.0%ETFVery LowMountain View, CA2026-11-03
Mutual of America Capital Management LLC
7,056$326.5K0.0%IndexLowNew York, NY2026-10-23
Xponance LLC
6,799$314.6K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Axxion S.A.
6,693$309.7K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
Maple Capital Management, Inc.
6,667$308.5K0.0%GrowthLowMontpelier, VT2026-11-02
True Private Wealth Advisors
6,214$287.5K0.0%ETFMediumSalem, OR2026-10-19
Elco Management Co., LLC
6,093$281.9K0.1%CoreLowNew York, NY2026-10-14
DekaBank Deutsche Girozentrale
5,966$276.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
IFM Investors Pty Ltd
5,842$270.3K0.0%IndexVery LowMelbourne, China2026-10-14
Brighton Jones LLC
5,263$243.5K0.0%CoreVery LowSeattle, WA2026-11-03
Blue Water Asset Management
4,941$228.6K0.1%ETFLowGrand Rapids, MI2026-11-04
Hohimer Wealth Management, LLC
4,901$226.8K0.0%CoreHighSeattle, WA2026-11-04
Lido Advisors, LLC
4,781$221.2K0.0%GrowthLowLos Angeles, CA2026-11-04
Crossmark Global Holdings, Inc.
4,664$215.8K0.0%GARPMediumHouston, TX2026-10-21
StoneX Group Inc.
4,613$218.6K0.0%ETFMediumNew York, NY2026-11-03
Abacus Wealth Partners, LLC
4,523$209.3K0.0%ETFLowSanta Monica, CA2026-11-03
Asset Planning,Inc
4,500$208.2K0.1%CoreVery LowLos Alamitos, CA2026-10-26
HB Wealth Management, LLC
4,357$201.6K0.0%IndexVery LowAtlanta, GA2026-10-23
Farther Finance Advisors, LLC
4,339$200.8K0.0%IndexLowSan Francisco, CA2026-10-08
Gamma Investing LLC
3,228$149.4K0.0%IndexVery LowFoster City, CA2026-10-08
GHP Investment Advisors, Inc.
1,778$82.3K0.0%CoreVery LowDenver, CO2026-10-15
Strs Ohio
1,600$74.0K0.0%CoreMediumColumbus, OH2026-10-30
Mather Group, Llc.
1,528$70.7K0.0%ETFMediumChicago, IL2026-10-14
Versant Capital Management, Inc
1,465$67.8K0.0%GARPLowPhoenix, AZ2026-10-02
IFP Advisors, Inc
1,279$59.2K0.0%GrowthLowTampa, FL2026-10-16
Sterling Capital Management LLC
1,231$57.0K0.0%GARPMediumCharlotte, NC2026-10-22
EverSource Wealth Advisors, LLC
1,148$53.1K0.0%CoreMediumBirmingham, AL2026-11-04
Caitong International Asset Management Co., Ltd
948$43.9K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Pinnacle Wealth Planning Services, Inc.
865$40.0K0.0%GARPLowMansfield, OH2026-10-27
Larson Financial Group LLC
845$39.1K0.0%GrowthLowSt Louis, MO2026-11-05
Parallel Advisors, LLC
765$35.4K0.0%IndexLowSan Francisco, CA2026-11-03
Brown, Lisle Ings, Inc.
750$34.7K0.0%CoreVery LowProvidence, RI2026-10-16
Mitsubishi UFJ Asset Management Co., Ltd.
670$31.0K0.0%IndexVery LowTokyo, Mexico2026-11-05
Pinnacle Bancorp, Inc.
670$31.0K0.0%CoreVery LowBeatrice, NE2026-10-21
Capital Advisors, Ltd. LLC
599$280.0%ETFLowShaker Heights, OH2026-10-27
Essential Partners LLC
586$27.1K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Manchester Capital Management LLC
552$25.5K0.0%CoreLowManchester, VT2026-10-22
Tower View Wealth Management LLC
542$25.1K0.0%MomentumMediumShorewood, WI2026-10-23
Signaturefd, LLC
535$24.8K0.0%IndexLowAtlanta, GA2026-10-23
Root Financial Partners, LLC
417$19.3K0.0%ETFMediumEncinitas, CA2026-10-21
Trust Co of Toledo NA
400$18.5K0.0%GrowthVery LowHolland, OH2026-10-16
Salomon & Ludwin, LLC
396$18.3K0.0%ETFVery LowRichmond, VA2026-10-29
Harbor Capital Advisors, Inc.
348$16.0K0.0%ValueHighChicago, IL2026-10-22
True Wealth Design, LLC
285$13.2K0.0%ETFMediumAkron, OH2026-10-13
Costello Asset Management, Inc
276$12.8K0.0%CoreLowFeasterville, PA2026-10-30
Creative Financial Designs Inc
241$11.2K0.0%ETFMediumKokomo, IN2026-11-04
SJS Investment Consulting Inc.
222$10.3K0.0%ETFVery LowSylvania, OH2026-10-26
Compass Financial Management LLC
217$10.0K0.0%CoreN/ATampa, FL2026-10-30
Bare Financial Services, Inc
182$8.4K0.0%ETFVery LowGap, PA2026-11-04
MassMutual Private Wealth & Trust, FSB
176$8.1K0.0%CoreLowSpringfield, MA2026-10-05
Provenance Wealth Advisors, LLC
143$6.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
Parkside Financial Bank & Trust
141$6.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
SBI Securities Co., Ltd.
139$6.4K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Bfsg, LLC
136$6.3K0.0%CoreLowIrvine, CA2026-10-30
Fortitude Family Office, LLC
106$4.9K0.0%ETFMediumScottsdale, AZ2026-10-14
GK Wealth Management LLC
98$4.5K0.0%GARPVery HighReno, NV2026-10-09
High Note Wealth, LLC
77$3.6K0.0%ETFVery LowDeephaven, MN2026-10-27
Rossby Financial, LCC
72$3.3K0.0%ETFMediumMelbourne, FL2026-11-05
Pension & Wealth Management Advisors, Inc.
66$3.1K0.0%ETFLowWaltham, MA2026-10-16
Elyxium Wealth, LLC
66$3.1K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Private Wealth Management Group, LLC
65$3.0K0.0%ETFLowPrinceton, NJ2026-10-19
TD Waterhouse Canada Inc.
60$2.7K0.0%CoreLowToronto, Australia2026-10-16
Farmers & Merchants Investments Inc
58$2.7K0.0%CoreVery LowLincoln, NE2026-10-22
UMB Private Wealth Management, LLC
56$2.6K0.0%GrowthN/AKansas City, MO2026-10-19
Ascentis Wealth Management, LLC
49$2.3K0.0%Agg GrowthLowDallas, TX2026-11-03
JFS Wealth Advisors, LLC
46$2.1K0.0%ETFVery LowHermitage, PA2026-11-03
Bell Investment Advisors, Inc
37$1.7K0.0%ETFVery LowOrinda, CA2026-10-29
Westside Investment Management, Inc.
26$1.2K0.0%GrowthLowSanta Monica, CA2026-11-02
Creative Capital Management Investments LLC
22$1.0K0.0%ETFLowSan Diego, CA2026-10-28
Blue Trust, Inc.
16$7400.0%ETFLowBrentwood, TN2026-10-15
Bay Harbor Wealth Management, LLC
12$5550.0%ETFMediumHunt Valley, MD2026-11-03
Covestor Ltd
10$10.0%ValueHighLondon, United Kingdom2026-10-30
Valley National Advisers Inc
10$4630.0%ETFLowBethlehem, PA2026-10-23
CoreCap Advisors, LLC
9$4160.0%ETFMediumSouthfield, MI2026-10-08
Assetmark, Inc
9$4160.0%ETFLowConcord, CA2026-10-21
DiNuzzo Private Wealth, Inc.
6$2780.0%ETFLowBeaver, PA2026-10-16
Meriwether Wealth & Planning, LLC
6$2780.0%ETFMediumMinden, LA2026-10-13
Buck Wealth Strategies, LLC
4$1850.0%ValueMediumDenver, CO2026-10-28
Davis Capital Management
3$1390.0%CoreLowJacksonville, FL2026-10-08
Hughes Financial Services, LLC
3$1430.0%ETFLowHerndon, VA2026-10-30
Gilpin Wealth Management, LLC
2$930.0%GrowthLowDenver, CO2026-10-09
Nova Financial LLC
1$470.0%N/AN/ATucson, AZ2026-11-04
DecisionPoint Financial, LLC
1$460.0%ETFVery LowMesa, AZ2026-10-27
RHL Group, LLC
1$460.0%ETFVery HighHolly, MI2026-11-04
Financial Consulate, Inc
1$470.0%ETFLowHunt Valley, MD2026-10-23