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American Water Works
AWK

Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
626
Highline Wealth Partners
California
$506K +$709 +5 +0.1%
PA
627
Pinnacle Associates
New York
$505K +$41.7K +294 +8%
KWM
628
Kingsview Wealth Management
Oregon
$503K -$1.7K -12 -0.3%
MRCM
629
M&R Capital Management
New Jersey
$502K -$21.3K -150 -4%
SC
630
SouthState Corp
Florida
$495K -$14.2K -100 -3%
SHFA
631
SC&H Financial Advisors
Maryland
$494K – – –
D
632
Diversified
Delaware
$493K +$7.37K +52 +2%
DE
633
Diversified Enterprises
Delaware
$493K +$478K +3,372 New
RFA
634
Resurgent Financial Advisors
Georgia
$492K +$83.4K +588 +21%
SG
635
StoneX Group
New York
$489K +$61.8K +436 +15%
BOS
636
Bank of Stockton
California
$487K -$51.5K -363 -10%
SFA
637
Sequoia Financial Advisors
Ohio
$486K +$54.3K +383 +13%
BHWM
638
Bar Harbor Wealth Management
New Hampshire
$484K – – –
PIM
639
Penobscot Investment Management
Massachusetts
$484K -$146K -1,030 -24%
ACM
640
Advisors Capital Management
New Jersey
$483K -$37.1K -262 -7%
WPW
641
Waldron Private Wealth
Pennsylvania
$478K +$4.11K +29 +0.9%
HIM
642
Harbour Investment Management
Washington
$477K -$7.09K -50 -2%
AIM
643
Anchor Investment Management
South Carolina
$476K -$54.4K -384 -11%
IAN
644
Integrated Advisors Network
Texas
$473K +$7.66K +54 +2%
RWM
645
Ritholtz Wealth Management
New York
$471K +$43.4K +306 +10%
CA
646
Commerzbank Aktiengesellschaft
Germany
$471K +$44.4K +313 +11%
ARMT
647
Amica Retiree Medical Trust
Rhode Island
$471K +$457K +3,222 New
RPCONE
648
Retirement Planning Company of New England
Rhode Island
$470K -$13.9K -98 -3%
CCIA
649
Campbell & Co Investment Adviser
Maryland
$467K +$452K +3,191 New
FCBT
650
First Citizens Bank & Trust
North Carolina
$461K +$31.2K +220 +7%
24 25
26
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