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American Water Works

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
551
Belpointe Asset Management
Nevada
$718K +$9.75K +64 +1%
CAM
552
Carret Asset Management
New York
$714K -$3.81K -25 -0.5%
FIM
553
Freedom Investment Management
Connecticut
$714K -$314K -2,061 -30%
SB
554
Strategic Blueprint
Georgia
$710K -$8.53K -56 -1%
ACM
555
Advisors Capital Management
New Jersey
$707K +$53.5K +351 +8%
AIA
556
Avalon Investment & Advisory
Texas
$706K +$329K +2,157 +83%
LRWA
557
Long Run Wealth Advisors
New York
$702K – – –
SHFA
558
SC&H Financial Advisors
Maryland
$692K +$234K +1,539 +49%
V
559
VeraBank
Texas
$689K -$762 -5 -0.1%
SW
560
SVB Wealth
Massachusetts
$688K +$2.59K +17 +0.4%
FAFN
561
First Affirmative Financial Network
Colorado
$681K -$3.96K -26 -0.6%
BWP
562
Baldwin Wealth Partners
Massachusetts
$679K – – –
EWM
563
Evercore Wealth Management
New York
$679K – – –
MCCP
564
Mission Creek Capital Partners
California
$676K +$4.11K +27 +0.6%
SS
565
Sunbelt Securities
Texas
$674K +$9.9K +65 +1%
FPS
566
Fieldpoint Private Securities
Connecticut
$673K -$33.7K -221 -5%
JIC
567
Johnson Investment Counsel
Ohio
$664K +$48.8K +320 +8%
VI
568
Versor Investments
New York
$664K +$191K +1,252 +39%
AIM
569
ARGA Investment Management
Connecticut
$664K +$282K +1,854 +71%
MLA
570
My Legacy Advisors
Oregon
$663K +$93.8K +616 +16%
GIA
571
Gateway Investment Advisers
Ohio
$658K +$83.2K +546 +14%
HIM
572
Harbour Investment Management
Washington
$656K -$62.5K -410 -9%
Arrowstreet Capital
573
Arrowstreet Capital
Massachusetts
$652K -$4.74M -31,124 -88%
DAS
574
Dynamic Advisor Solutions
Arizona
$652K -$132K -869 -17%
CNC
575
Canandaigua National Corp
New York
$646K -$16.6K -109 -2%