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American Water Works
AWK

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
701
Merit Financial Group
Georgia
$337K +$319K +2,212 New
WANY
702
Wealthspire Advisors (New York)
New York
$337K +$22.7K +157 +8%
OSAM
703
O'Shaughnessy Asset Management
Connecticut
$337K +$81.8K +567 +35%
CSPIA
704
Cary Street Partners Investment Advisory
Virginia
$335K +$10.8K +75 +4%
SFPG
705
Stonebridge Financial Planning Group
Florida
$335K – – –
SA
706
Syntax Advisors
New York
$334K -$21.9K -152 -6%
VCG
707
Vantage Consulting Group
Virginia
$334K -$21.9K -152 -6%
SSWM
708
Strait & Sound Wealth Management
California
$329K +$302K +2,094 New
FFN
709
Focus Financial Network
Minnesota
$328K +$289 +2 +0.1%
RG
710
Rathbones Group
United Kingdom
$328K – – –
GDP
711
Great Diamond Partners
Maine
$325K – – –
GIA
712
Gateway Investment Advisers
Ohio
$325K +$69.1K +479 +29%
SEEDPG
713
S.E.E.D. Planning Group
New York
$323K +$25K +173 +9%
SP
714
Symmetry Partners
Connecticut
$322K – – –
LWCFA
715
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$321K -$433 -3 -0.1%
CB
716
Community Bank
New York
$320K – – –
DWA
717
Douglass Winthrop Advisors
New York
$320K – – –
DAM
718
Delta Asset Management
Tennessee
$319K – – –
EFG
719
Ethos Financial Group
Pennsylvania
$318K +$287K +1,988 New
WWP
720
WR Wealth Planners
Missouri
$318K +$5.34K +37 +2%
EPWM
721
Essex Private Wealth Management
Massachusetts
$317K – – –
BF
722
Blankinship & Foster
California
$314K – – –
AWM
723
Aries Wealth Management
Maine
$313K +$10.8K +75 +4%
WT
724
Washington Trust
Rhode Island
$312K -$136K -944 -32%
JAG
725
Journey Advisory Group
Kentucky
$312K -$7.22K -50 -2%
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