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American Water Works
AWK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
626
Concentric Wealth Management
California
$337K -$28.3K -200 -8%
LNC
627
Lincoln National Corp
Pennsylvania
$332K +$26.6K +188 +9%
MCM
628
MAI Capital Management
Ohio
$330K +$6.09K +43 +2%
UCFA
629
United Capital Financial Advisors
Texas
$329K +$48.6K +343 +18%
CAM
630
Centre Asset Management
New York
$326K +$319K +2,250 New
CCA
631
Checchi Capital Advisers
California
$324K -$29.6K -209 -9%
ST
632
Spinnaker Trust
Maine
$323K +$42.5K +300 +15%
CSPIA
633
Cary Street Partners Investment Advisory
Virginia
$323K +$316K +2,227 New
BCM
634
Bourgeon Capital Management
Connecticut
$321K – – –
MIM
635
Moseley Investment Management
Florida
$317K – – –
CA
636
Calton & Associates
Florida
$314K +$2.83K +20 +0.9%
RG
637
Rathbones Group
United Kingdom
$311K – – –
EMG
638
ETF Managers Group
New Jersey
$305K +$15.7K +111 +6%
EWM
639
Endurance Wealth Management
Rhode Island
$304K – – –
EWA
640
Exencial Wealth Advisors
Oklahoma
$303K -$24.5K -173 -8%
IAA
641
Independent Advisor Alliance
North Carolina
$303K -$10.1K -71 -3%
DAM
642
Delta Asset Management
Tennessee
$303K – – –
BF
643
Blankinship & Foster
California
$299K – – –
SL
644
Stevard LLC
Illinois
$299K – – –
HA
645
Harfst & Associates
Wyoming
$298K +$12.2K +86 +4%
UR
646
USCA RIA
Texas
$296K – – –
PAMP
647
Polar Asset Management Partners
Ontario, Canada
$296K +$289K +2,042 New
CWM
648
Calamos Wealth Management
Illinois
$295K – – –
SWM
649
SeaCrest Wealth Management
New York
$295K – – –
LWCFA
650
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$294K – – –
24 25
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