Merit Financial Group, LLC

Position in CWT — California Water Service Group

CIK 1621225 ALPHARETTA, GA

Position in CWT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$314,909

New position

Shares Held

6,473

first reported quarter

Ownership

0.010%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#204

of 343 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Merit Financial Group, LLC holds $4,076,818 across 5 Utilities - Regulated Water names. CWT ranks #5 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AWK	American Water Works Company, Inc.	12,722	$1,673,955
2	WTRG	Essential Utilities, Inc.	20,829	$797,954
3	AWR	American States Water Co	9,224	$762,177
4	YORW	York Water Co	17,221	$527,823
5	CWT	California Water Service Group This page	6,473	$314,909

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$314,909	6,473	—	Shares	Other	2026-07-20
No filing history on record for this holder in this stock.