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American Water Works
AWK

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
651
Glenview Trust
Kentucky
$445K +$16.4K +128 +4%
BAM
652
Belpointe Asset Management
Nevada
$440K -$35.7K -278 -8%
AIM
653
Anchor Investment Management
South Carolina
$437K -$128 -1 -0%
LWA
654
Lantern Wealth Advisors
New York
$434K -$77.1K -600 -15%
RT
655
Rockland Trust
Massachusetts
$428K -$77.7K -605 -16%
DWM
656
Diversify Wealth Management
Utah
$425K -$162K -1,260 -29%
DAS
657
Diversify Advisory Services
Utah
$425K +$406K +3,158 New
MWM
658
Modern Wealth Management
Kansas
$424K +$72.9K +567 +21%
BFG
659
Birch Financial Group
New Hampshire
$422K +$26K +202 +7%
BHC
660
Bull Harbor Capital
Maryland
$418K +$408K +3,176 New
SFG
661
Stonebridge Financial Group
California
$416K +$407K +3,166 New
MWM
662
Mission Wealth Management
California
$415K +$406K +3,157 New
DWT
663
Dorsey & Whitney Trust
South Dakota
$412K -$98.4K -766 -20%
RPCONE
664
Retirement Planning Company of New England
Rhode Island
$412K -$5.78K -45 -1%
TRCT
665
Tower Research Capital (TRC)
New York
$409K -$174K -1,356 -30%
BWP
666
Baldwin Wealth Partners
Massachusetts
$408K – – –
HTC
667
Haverford Trust Company
Pennsylvania
$407K – – –
SFC
668
SYM Financial Corp
Indiana
$406K +$396K +3,085 New
EPW
669
Evolve Private Wealth
California
$403K -$262K -2,042 -40%
SWM
670
Segment Wealth Management
Texas
$403K +$97K +755 +33%
LOAMS
671
Lombard Odier Asset Management (Switzerland)
Switzerland
$403K -$246K -1,914 -38%
SAI
672
Savvy Advisors Inc
New York
$400K +$110K +856 +39%
FPAS
673
Focus Partners Advisor Solutions
Missouri
$400K +$391K +3,039 New
GI
674
GAMCO Investors
Connecticut
$399K -$6.55K -51 -2%
DE
675
Diversified Enterprises
Delaware
$398K -$1.54K -12 -0.4%
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