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American Water Works

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
701
Darwin Wealth Management
Florida
$416K -$55.7K -319 -11%
DWA
702
Douglass Winthrop Advisors
New York
$416K – – –
SS
703
Simplicity Solutions
Minnesota
$416K +$385K +2,204 New
ST
704
Spinnaker Trust
Maine
$413K – – –
APP
705
Alpha Paradigm Partners
Illinois
$412K – – –
XT
706
XTX Topco
Cayman Islands
$411K -$310K -1,776 -45%
JF
707
JSF Financial
California
$405K +$45.2K +259 +14%
LWCFA
708
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$402K – – –
SFPG
709
Stonebridge Financial Planning Group
Florida
$402K +$175 +1 +0%
NIM
710
Northeast Investment Management
Massachusetts
$402K +$372K +2,128 New
OWM
711
OneAscent Wealth Management
Alabama
$401K +$371K +2,125 New
CWM
712
Calamos Wealth Management
Illinois
$400K +$14.3K +82 +4%
SP
713
Symmetry Partners
Connecticut
$399K – – –
DAM
714
Delta Asset Management
Tennessee
$398K – – –
CB
715
Community Bank
New York
$397K +$17.5K +100 +5%
CA
716
Cetera Advisors
Colorado
$396K -$58.5K -335 -14%
JWCA
717
J.W. Cole Advisors
Florida
$396K -$4.02K -23 -1%
Lido Advisors
718
Lido Advisors
California
$396K -$524 -3 -0.1%
VCG
719
Vantage Consulting Group
Virginia
$395K +$39.3K +225 +12%
SA
720
Syntax Advisors
New York
$395K +$365K +2,091 New
BP
721
BBR Partners
New York
$391K -$1.57K -9 -0.4%
APA
722
American Portfolios Advisors
New York
$390K -$122K -701 -25%
BF
723
Blankinship & Foster
California
$390K – – –
JAG
724
Journey Advisory Group
Kentucky
$387K +$61.1K +350 +21%
KPWS
725
Kestra Private Wealth Services
Texas
$386K +$6.64K +38 +2%