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American Water Works
AWK

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
601
Csenge Advisory Group
Florida
$574K -$17.8K -124 -3%
LS
602
Livforsakringsbolaget Skandia
Sweden
$574K – – –
CAM
603
Cresset Asset Management
Illinois
$573K -$238K -1,662 -29%
MNBTD
604
Moody National Bank Trust Division
Texas
$568K -$55.3K -386 -9%
GT
605
Glenview Trust
Kentucky
$565K +$55.9K +390 +11%
V
606
VeraBank
Texas
$557K -$5.16K -36 -0.9%
HWM
607
HB Wealth Management
Georgia
$553K -$162K -1,130 -22%
WAM
608
Werlinich Asset Management
Connecticut
$552K – – –
VT
609
Vise Technologies
New York
$545K +$561K +3,916 New
LWA
610
Lantern Wealth Advisors
New York
$543K +$559K +3,900 New
NG
611
Norden Group
Utah
$538K +$14.9K +104 +3%
BMCM
612
Bryn Mawr Capital Management
Pennsylvania
$536K +$193K +1,344 +54%
FWM
613
Forza Wealth Management
Florida
$534K -$39K -272 -7%
GM
614
GeoWealth Management
Illinois
$530K -$30.8K -215 -5%
GHAM
615
Gilman Hill Asset Management
Connecticut
$527K – – –
OAM
616
Oppenheimer Asset Management
New York
$526K -$26.7K -186 -5%
HWMO
617
Heritage Wealth Management (Ohio)
Ohio
$522K – – –
FLI
618
Family Legacy Inc
South Carolina
$521K – – –
NSIM
619
North Star Investment Management
Illinois
$520K – – –
CC
620
Centiva Capital
New York
$520K +$535K +3,735 New
DWP
621
Daymark Wealth Partners
Ohio
$519K +$4.01K +28 +0.8%
OIA
622
OneDigital Investment Advisors
Kansas
$517K -$3.01K -21 -0.6%
WA
623
Wealth Architects
California
$510K +$7.31K +51 +1%
SJIM
624
St. Johns Investment Management
Florida
$508K +$52.7K +368 +11%
LAS
625
LWM Advisory Services
Florida
$504K -$24.4K -170 -4%
23 24
25
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