CALIFORNIA WTR SVC GROUP
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Wealth Architects, LLC | 6,755 | 7,032 | +277 | 0.03 | 0.03 | -0.00 | buy |
| Tower View Wealth Management LLC | 535 | 539 | +4 | 0.01 | 0.01 | -0.00 | buy |
| Sovereign Financial Group, Inc. | 8,788 | 8,747 | -41 | 0.07 | 0.07 | -0.00 | sell |
| Canvas Wealth Advisors, LLC | 22,624 | 17,079 | -5,545 | 0.17 | 0.12 | -0.06 | sell |