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American Water Works
AWK

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