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American Water Works
AWK

Name Holding Trade Value Shares
Change 		Change in
Stake
BMC
601
Beaton Management Company
Massachusetts
$562K – – –
WA
602
Wealth Architects
California
$550K +$609 +4 +0.1%
EF
603
Empirical Finance
Pennsylvania
$549K +$30.5K +200 +6%
CDH
604
Charles D. Hyman
$547K +$91.4K +600 +19%
E
605
Ergoteles
New York
$546K -$3.84M -25,179 -87%
SG
606
StoneX Group
New York
$537K +$96.9K +636 +21%
MRCM
607
M&R Capital Management
New Jersey
$534K – – –
ICM
608
IMS Capital Management
Oregon
$534K +$16K +105 +3%
ACM
609
AlphaStar Capital Management
North Carolina
$529K +$4.57K +30 +0.9%
EFS
610
Essex Financial Services
Connecticut
$526K -$64.1K -421 -11%
WWM
611
Western Wealth Management
Colorado
$526K +$27.4K +180 +5%
FLI
612
Family Legacy Inc
South Carolina
$521K +$10.2K +67 +2%
AHB
613
Abner Herrman & Brock
New Jersey
$521K +$533K +3,500 New
PCWA
614
Pacific Capital Wealth Advisors
California
$504K +$152 +1 +0%
WMA
615
Wealth Management Associates
New Jersey
$503K +$515K +3,381 New
PCIA
616
Prime Capital Investment Advisors
Kansas
$503K +$158K +1,035 +44%
BFO
617
Boston Family Office
Massachusetts
$502K – – –
NWMG
618
National Wealth Management Group
Ohio
$498K +$510K +3,349 New
WP
619
WealthSource Partners
California
$497K -$4.72K -31 -0.9%
UCFA
620
United Capital Financial Advisors
Texas
$496K -$8.53K -56 -2%
SJIM
621
St. Johns Investment Management
Florida
$495K -$152 -1 -0%
BW
622
Bison Wealth
Georgia
$490K +$146K +956 +41%
BL
623
Balentine LLC
Georgia
$486K +$64.6K +424 +15%
MGIA
624
Moneta Group Investment Advisors
Missouri
$484K +$75.9K +498 +18%
SC
625
Sonen Capital
California
$482K +$16.3K +107 +3%
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