Filing Research | CWBC - COMMUNITY WEST BANCSHARES NE Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

18 / 18 loaded

#		Instrument	quantity
1	Sequoia Financial Advisors, LLC	Shares	11.6KSH	$310.6K
2	Composition Wealth, LLC	Shares	10.4KSH	$279.2K
3	Sharper & Granite LLC	Shares	10.4KSH	$278.3K
4	Mraz, Amerine & Associates, Inc.	Shares	8.2KSH	$221.5K
5	Police & Firemen's Retirement System of New Jersey	Shares	6.6KSH	$176.0K
6	Farther Finance Advisors, LLC	Shares	3.3KSH	$87.8K
7	BFSG, LLC	Shares	3.2KSH	$86.6K
8	KERR FINANCIAL PLANNING Corp	Shares	1.6KSH	$42.4K
9	SALEM INVESTMENT COUNSELORS INC	Shares	300SH	$8.1K
10	GAMMA Investing LLC	Shares	189SH	$5.1K
11	IFP Advisors, Inc	Shares	122SH	$3.3K
12	EverSource Wealth Advisors, LLC	Shares	111SH	$3.0K
13	Versant Capital Management, Inc	Shares	88SH	$2.4K
14	Physician Wealth Advisors, Inc.	Shares	57SH	$1.5K
15	MassMutual Private Wealth & Trust, FSB	Shares	23SH	$618
16	True Wealth Design, LLC	Shares	22SH	$591
17	SJS Investment Consulting Inc.	Shares	8SH	$215
18	State of Alaska, Department of Revenue	Shares	748SH	$20

Manager changes2026-06-30 vs 2026-03-31

18 / 18 loaded

#		Instrument
1	Sequoia Financial Advisors, LLC new	Shares	+11.6K	+$310.6K	$310.6K
2	Composition Wealth, LLC new	Shares	+10.4K	+$279.2K	$279.2K
3	Mraz, Amerine & Associates, Inc. new	Shares	+8.2K	+$221.5K	$221.5K
4	Police & Firemen's Retirement System of New Jersey added	Shares	+1.5K	+$58.3K	$176.0K
5	Sharper & Granite LLC unchanged	Shares	0	+$36.9K	$278.3K
6	Farther Finance Advisors, LLC trimmed	Shares	-20	+$11.5K	$87.8K
7	KERR FINANCIAL PLANNING Corp added	Shares	+8	+$4.5K	$42.4K
8	GAMMA Investing LLC added	Shares	+68	+$2.3K	$5.1K
9	Physician Wealth Advisors, Inc. new	Shares	+57	+$1.5K	$1.5K
10	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$1.1K	$8.1K
11	IFP Advisors, Inc added	Shares	+21	+$924	$3.3K
12	EverSource Wealth Advisors, LLC added	Shares	+12	+$676	$3.0K
13	Versant Capital Management, Inc unchanged	Shares	0	+$314	$2.4K
14	True Wealth Design, LLC added	Shares	+1	+$101	$591
15	SJS Investment Consulting Inc. added	Shares	+3	+$98	$215
16	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$82	$618
17	State of Alaska, Department of Revenue unchanged	Shares	0	+$3	$20
18	BFSG, LLC trimmed	Shares	-539	-$1.1K	$86.6K

Filing Research | CWBC - COMMUNITY WEST BANCSHARES NE Institutional Holdings