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American Water Works
AWK

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
526
Presima Securities
Quebec, Canada
$752K – – –
DGAM
527
Desjardins Global Asset Management
Quebec, Canada
$745K +$66.5K +453 +9%
FTDI
528
First Trust Direct Indexing
Massachusetts
$736K +$43.8K +298 +6%
SW
529
SVB Wealth
Massachusetts
$735K -$10.7K -73 -1%
CG
530
Colony Group
Massachusetts
$734K +$2.06K +14 +0.3%
SF
531
Summit Financial
New Jersey
$734K +$755K +5,139 New
KC
532
Kepos Capital
New York
$723K +$743K +5,062 New
WEPOG
533
Wealth Enhancement & Preservation of GA
Georgia
$718K +$65.7K +447 +10%
GWCM
534
Godshalk Welsh Capital Management
Pennsylvania
$714K – – –
AIM
535
Allen Investment Management
New York
$714K – – –
FC
536
Fulcrum Capital
Washington
$712K -$69.6K -474 -9%
CAG
537
Csenge Advisory Group
Florida
$712K -$23.9K -163 -3%
IEFM
538
IQ EQ Fund Management
Ireland
$709K +$416K +2,832 +133%
VIA
539
Vident Investment Advisory
Georgia
$708K +$133K +905 +22%
QPW
540
Quantum Private Wealth
Florida
$704K – – –
MLA
541
My Legacy Advisors
Oregon
$702K -$17.5K -119 -2%
CA
542
Clearstead Advisors
Ohio
$695K +$213K +1,450 +42%
GT
543
Glenview Trust
Kentucky
$692K +$92.1K +627 +15%
STAS
544
Strong Tower Advisory Services
Minnesota
$691K +$44.1K +300 +7%
ATC
545
Argent Trust Co
Tennessee
$689K -$21.7K -148 -3%
VF
546
VitalStone Financial
Texas
$687K +$698K +4,749 New
BW
547
Bison Wealth
Georgia
$675K +$54.8K +373 +9%
JIC
548
Johnson Investment Counsel
Ohio
$663K -$15K -102 -2%
CAM
549
Carret Asset Management
New York
$661K -$2.94K -20 -0.4%
EAM
550
Empirical Asset Management
Massachusetts
$657K +$676K +4,603 New
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