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American Water Works
AWK

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
651
Wealth Architects
California
$432K – – –
BMC
652
Beaton Management Company
Massachusetts
$431K -$12.3K -100 -3%
WAM
653
Werlinich Asset Management
Connecticut
$429K +$49.2K +400 +13%
SC
654
SouthState Corp
Florida
$426K -$53.1K -432 -11%
HWP
655
Highline Wealth Partners
California
$422K – – –
KWM
656
Kingsview Wealth Management
Oregon
$418K +$4.43K +36 +1%
PF
657
Phoenix Financial
Israel
$418K +$84.6K +688 +25%
IAIM
658
International Assets Investment Management
Florida
$416K -$6.64K -54 -2%
PIA
659
Pinion Investment Advisors
Kansas
$410K -$128K -1,040 -24%
CIMLRA
660
CBRE Investment Management Listed Real Assets
Pennsylvania
$405K -$37.9K -308 -8%
RWM
661
Ritholtz Wealth Management
New York
$403K -$82.7K -672 -17%
IWC
662
Integrated Wealth Concepts
Massachusetts
$402K +$58.8K +478 +17%
AO
663
Advisor OS
Illinois
$398K +$400K +3,253 New
MAS
664
Meeder Advisory Services
Ohio
$393K -$22.8K -185 -5%
D
665
Diversified
Delaware
$390K +$79.7K +648 +25%
PCWA
666
Pacific Capital Wealth Advisors
California
$390K – – –
IMCOOI
667
Investment Management Corp of Ontario (IMCO)
Canada
$387K -$172K -1,400 -31%
IIA
668
ICW Investment Advisors
Arizona
$385K +$20.8K +169 +6%
AAS
669
Ameritas Advisory Services
Nebraska
$384K -$37.5K -305 -9%
PVI
670
Pine Valley Investments
New Jersey
$383K +$369 +3 +0.1%
WPW
671
Waldron Private Wealth
Pennsylvania
$383K +$4.67K +38 +1%
AC
672
Armistice Capital
New York
$380K +$382K +3,108 New
RSWM
673
Robertson Stephens Wealth Management
California
$378K -$55K -447 -13%
KIA
674
KCM Investment Advisors
California
$371K +$3.69K +30 +1%
NIM
675
NEOS Investment Management
Connecticut
$370K +$109K +887 +41%
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