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American Water Works

Name Holding Trade Value Shares
Change
Change in
Stake
UAS
651
United Asset Strategies
New York
$294K +$287K +2,027 New
PMFA
652
Plante Moran Financial Advisors
Michigan
$293K +$14K +99 +5%
CB
653
Community Bank
New York
$290K -$3.54K -25 -1%
WSC
654
Wellington Shields & Co
New York
$290K – – –
GRP
655
Global Retirement Partners
California
$288K -$13.3K -94 -5%
RMCM
656
Reynders McVeigh Capital Management
Massachusetts
$285K – – –
CMBA
657
C.M. Bidwell & Associates
Hawaii
$283K -$97.8K -690 -26%
SPC
658
Stewart & Patten Company
California
$283K – – –
APP
659
Avantax Planning Partners
Iowa
$278K +$3.54K +25 +1%
LS
660
Livforsakringsbolaget Skandia
Sweden
$277K – – –
SF
661
Symphony Financial
Texas
$276K +$270K +1,905 New
BFIM
662
Beese Fulmer Investment Management
Ohio
$275K -$97.1K -685 -26%
KPWS
663
Kestra Private Wealth Services
Texas
$275K +$269K +1,900 New
OMC
664
Overbrook Management Corp
New York
$274K +$268K +1,890 New
CT
665
Cambridge Trust
Massachusetts
$273K -$35.9K -253 -12%
DS
666
DRW Securities
Illinois
$273K +$267K +1,886 New
KC
667
Kepos Capital
New York
$273K +$267K +1,886 New
Northwestern Mutual Wealth Management
668
Northwestern Mutual Wealth Management
Wisconsin
$272K -$139K -981 -34%
AWM
669
AE Wealth Management
Kansas
$272K -$8.93K -63 -3%
W
670
WealthStone
Ohio
$272K +$266K +1,875 New
FA
671
FDx Advisors
Illinois
$270K -$425 -3 -0.2%
GDP
672
Great Diamond Partners
Maine
$269K -$425 -3 -0.2%
AG
673
AlphaSimPlex Group
Massachusetts
$269K – – –
JWM
674
Jeppson Wealth Management
California
$269K +$264K +1,860 New
CT
675
Caldwell Trust
Florida
$266K +$53.1K +375 +26%