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American Water Works
AWK

Name Holding Trade Value Shares
Change 		Change in
Stake
FTDI
601
First Trust Direct Indexing
Massachusetts
$547K -$62.4K -507 -10%
FC
602
Fulcrum Capital
Washington
$541K +$32.1K +261 +6%
MCCP
603
Mission Creek Capital Partners
California
$539K -$441K -3,585 -45%
GWCM
604
Godshalk Welsh Capital Management
Pennsylvania
$538K – – –
ATC
605
Argent Trust Co
Tennessee
$536K -$58.7K -477 -10%
SM
606
Sciencast Management
New Jersey
$534K +$538K +4,370 New
FCBT
607
First Citizens Bank & Trust
North Carolina
$531K +$181K +1,472 +51%
MGIA
608
Moneta Group Investment Advisors
Missouri
$529K -$31K -252 -6%
EWM
609
Evercore Wealth Management
New York
$526K -$2.83K -23 -0.5%
AIMCA
610
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$526K – – –
GAM
611
Gotham Asset Management
New York
$519K -$163K -1,324 -24%
TPW
612
Transatlantique Private Wealth
New York
$517K +$2.58K +21 +0.5%
QCM
613
Quantinno Capital Management
New York
$516K -$151K -1,230 -23%
GHAM
614
Gilman Hill Asset Management
Connecticut
$515K -$9.23K -75 -2%
SW
615
SVB Wealth
Massachusetts
$514K -$20.2K -164 -4%
DC
616
Davenport & Co
Virginia
$512K -$668K -5,429 -56%
AF
617
Advisornet Financial
Minnesota
$511K +$5.91K +48 +1%
CIA
618
ClearBridge Investments (Australia)
Australia
$507K – – –
DFCM
619
Dark Forest Capital Management
Puerto Rico
$507K +$510K +4,149 New
HCM
620
Huber Capital Management
California
$505K +$41.2K +335 +9%
V
621
VeraBank
Texas
$504K -$738 -6 -0.1%
BWP
622
Baldwin Wealth Partners
Massachusetts
$500K -$6.15K -50 -1%
FHA
623
Flagship Harbor Advisors
Massachusetts
$489K -$49.6K -403 -9%
TCA
624
Transcend Capital Advisors
New Jersey
$486K -$1.84K -15 -0.4%
BSW
625
Buckingham Strategic Wealth
Missouri
$485K +$7.63K +62 +2%
23 24
25
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