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American Water Works
AWK

Name Holding Trade Value Shares
Change 		Change in
Stake
MP
726
McDonald Partners
Ohio
$260K +$909 +6 +0.3%
BBHC
727
Brown Brothers Harriman & Co
New York
$259K -$97.6K -644 -27%
LNC
728
Lincoln National Corp
Pennsylvania
$258K -$74.9K -494 -22%
FTDI
729
First Trust Direct Indexing
Massachusetts
$258K +$74.3K +490 +40%
IIM
730
InTrack Investment Management
Vermont
$257K -$17.1K -113 -6%
VCG
731
Vantage Consulting Group
Virginia
$257K +$96.4K +636 +59%
AIP
732
Almanack Investment Partners
Pennsylvania
$257K +$260K +1,713 New
GWM
733
Gitterman Wealth Management
New Jersey
$256K +$259K +1,709 New
SFA
734
Sequoia Financial Advisors
Ohio
$255K -$606 -4 -0.2%
TCM
735
Telos Capital Management
California
$255K – – –
MCM
736
Marathon Capital Management
Maryland
$254K – – –
EIP
737
Ellis Investment Partners
Pennsylvania
$252K +$606 +4 +0.2%
MCWS
738
McKinley Carter Wealth Services
West Virginia
$251K – – –
CC
739
Cipher Capital
New York
$247K -$6.62M -43,711 -96%
IWS
740
Insight Wealth Strategies
California
$247K -$606 -4 -0.2%
PIM
741
Perpetual Investment Management
Australia
$244K +$45.5K +300 +22%
CA
742
Claro Advisors
Massachusetts
$243K +$20.9K +138 +9%
CFA
743
CWS Financial Advisors
Michigan
$242K +$6.06K +40 +3%
PAMP
744
Polar Asset Management Partners
Ontario, Canada
$242K +$245K +1,617 New
AF
745
Aldebaran Financial
$241K +$244K +1,610 New
WB
746
Webster Bank
Connecticut
$240K – – –
DIP
747
DT Investment Partners
Pennsylvania
$240K +$242K +1,600 New
HTC
748
Haverford Trust Company
Pennsylvania
$236K – – –
RMC
749
Resources Management Corp
Connecticut
$235K -$3.94K -26 -2%
AFAS
750
Acorn Financial Advisory Services
Virginia
$233K +$16.1K +106 +7%
28 29
30
31 32