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American Water Works
AWK

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
526
Tempus Wealth Planning
California
$747K +$755K +4,849 New
SW
527
SteelPeak Wealth
California
$741K +$749K +4,810 New
HIM
528
Harbour Investment Management
Washington
$740K -$240K -1,541 -24%
IA
529
IndexIQ Advisors
New York
$737K +$15.3K +98 +2%
SS
530
Sunbelt Securities
Texas
$729K +$9.04K +58 +1%
KRSITF
531
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$728K -$52.5K -337 -7%
KC
532
Kepos Capital
New York
$719K +$326K +2,090 +81%
FAM
533
Fulcrum Asset Management
United Kingdom
$714K – – –
BWP
534
Baldwin Wealth Partners
Massachusetts
$706K -$39.7K -255 -5%
CNC
535
Canandaigua National Corp
New York
$704K +$467 +3 +0.1%
RC
536
RegentAtlantic Capital
New Jersey
$695K +$190K +1,221 +37%
HA
537
Harfst & Associates
Wyoming
$691K -$91.6K -588 -12%
SW
538
SVB Wealth
Massachusetts
$691K -$1.09K -7 -0.2%
DCM
539
Donaldson Capital Management
Indiana
$683K -$69.5K -446 -9%
IA
540
IFP Advisors
Florida
$679K +$61.5K +395 +10%
CAG
541
Csenge Advisory Group
Florida
$679K +$155K +996 +30%
ACM
542
Axel Capital Management
New York
$678K – – –
OPS
543
Orion Portfolio Solutions
Nebraska
$668K -$12K -77 -2%
WAM
544
World Asset Management
Michigan
$661K -$20.6K -132 -3%
SC
545
SouthState Corp
Florida
$659K -$31.2K -200 -4%
BS
546
Bessemer Securities
New York
$658K – – –
PGFC
547
Peapack-Gladstone Financial Corp
New Jersey
$650K -$64.2K -412 -9%
KIA
548
KCM Investment Advisors
California
$650K +$10.3K +66 +2%
S
549
SignatureFD
Georgia
$647K -$65.3K -419 -9%
RG
550
Rathbones Group
United Kingdom
$647K -$62.3K -400 -9%
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