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American Water Works

Name Holding Trade Value Shares
Change
Change in
Stake
EFS
601
Essex Financial Services
Connecticut
$586K -$73.1K -553 -11%
DWM
602
Diversify Wealth Management
Utah
$583K +$584K +4,418 New
SJIM
603
St. Johns Investment Management
Florida
$575K +$27.4K +207 +5%
EWM
604
Evercore Wealth Management
New York
$574K
MGIA
605
Moneta Group Investment Advisors
Missouri
$571K +$661 +5 +0.1%
CAM
606
CenterStar Asset Management
Illinois
$571K +$555K +4,198 New
EWM
607
Empirical Wealth Management
Washington
$569K -$10.7K -81 -2%
GWM
608
Gibbs Wealth Management
Georgia
$564K +$548K +4,146 New
AL
609
ARWA LLC
Texas
$562K -$678K -5,132 -56%
Brown Advisory
610
Brown Advisory
Maryland
$550K -$32.2K -244 -6%
AG
611
Ascent Group
Virginia
$549K -$278K -2,101 -34%
GVAG
612
Great Valley Advisor Group
Delaware
$549K +$11.5K +87 +2%
KA
613
Kintegral Advisory
New York
$547K -$23.5K -178 -4%
V
614
VeraBank
Texas
$544K -$793 -6 -0.1%
PAS
615
Park Avenue Securities
New York
$537K -$32.2K -244 -6%
LWA
616
Lantern Wealth Advisors
New York
$531K
DWT
617
Dorsey & Whitney Trust
South Dakota
$530K -$26.7K -202 -5%
RT
618
Rockland Trust
Massachusetts
$525K +$43.2K +327 +9%
RFS
619
Richardson Financial Services
Massachusetts
$521K -$59.5K -450 -11%
FLI
620
Family Legacy Inc
South Carolina
$517K
BIG
621
Brooklyn Investment Group
New York
$517K +$38.5K +291 +8%
WA
622
Wealth Architects
California
$517K +$13.6K +103 +3%
FWM
623
Forza Wealth Management
Florida
$514K
SC
624
Syon Capital
California
$514K +$5.02K +38 +1%
HWMO
625
Heritage Wealth Management (Ohio)
Ohio
$510K