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American Water Works
AWK

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
651
Lantern Wealth Advisors
New York
$434K -$77.1K -600 -15%
RT
652
Rockland Trust
Massachusetts
$428K -$77.7K -605 -16%
DWM
653
Diversify Wealth Management
Utah
$425K -$162K -1,260 -29%
DAS
654
Diversify Advisory Services
Utah
$425K +$406K +3,158 New
MWM
655
Modern Wealth Management
Kansas
$424K +$72.9K +567 +21%
BFG
656
Birch Financial Group
New Hampshire
$422K +$26K +202 +7%
BHC
657
Bull Harbor Capital
Maryland
$418K +$408K +3,176 New
SFG
658
Stonebridge Financial Group
California
$416K +$407K +3,166 New
MWM
659
Mission Wealth Management
California
$415K +$406K +3,157 New
DWT
660
Dorsey & Whitney Trust
South Dakota
$412K -$98.4K -766 -20%
RPCONE
661
Retirement Planning Company of New England
Rhode Island
$412K -$5.78K -45 -1%
TRCT
662
Tower Research Capital (TRC)
New York
$409K -$174K -1,356 -30%
BWP
663
Baldwin Wealth Partners
Massachusetts
$408K – – –
HTC
664
Haverford Trust Company
Pennsylvania
$407K – – –
SFC
665
SYM Financial Corp
Indiana
$406K +$396K +3,085 New
EPW
666
Evolve Private Wealth
California
$403K -$262K -2,042 -40%
SWM
667
Segment Wealth Management
Texas
$403K +$97K +755 +33%
LOAMS
668
Lombard Odier Asset Management (Switzerland)
Switzerland
$403K -$246K -1,914 -38%
SAI
669
Savvy Advisors Inc
New York
$400K +$110K +856 +39%
FPAS
670
Focus Partners Advisor Solutions
Missouri
$400K +$391K +3,039 New
GI
671
GAMCO Investors
Connecticut
$399K -$6.55K -51 -2%
DE
672
Diversified Enterprises
Delaware
$398K -$1.54K -12 -0.4%
AC
673
AlphaCore Capital
California
$398K +$389K +3,024 New
RZH
674
Relyea Zuckerberg Hanson
Connecticut
$395K -$22.1K -172 -5%
SC
675
SouthState Corp
Florida
$395K -$5.91K -46 -2%
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