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American Water Works
AWK

Name Holding Trade Value Shares
Change 		Change in
Stake
KCP
751
Kera Capital Partners
California
$279K +$273K +2,124 New
KWA
752
Kingswood Wealth Advisors
California
$277K +$271K +2,106 New
FGA
753
Fortis Group Advisors
New Jersey
$277K -$6.68K -52 -2%
OAM
754
Oppenheimer Asset Management
New York
$277K -$33.7K -262 -11%
7WCP
755
71 West Capital Partners
Massachusetts
$274K -$10K -78 -4%
FCBT
756
First Citizens Bank & Trust
North Carolina
$274K +$10K +78 +4%
WA
757
Waddell & Associates
Tennessee
$268K +$262K +2,039 New
CI
758
Corient IA
Florida
$267K – – –
SSCA
759
South Shore Capital Advisors
Massachusetts
$267K – – –
TCA
760
Transcend Capital Advisors
New Jersey
$265K +$259K +2,016 New
PSB
761
Piscataqua Savings Bank
New Hampshire
$265K -$51.4K -400 -17%
SAM
762
Smartleaf Asset Management
Massachusetts
$263K – – –
CB
763
Community Bank
New York
$263K – – –
SCA
764
St. Clair Advisors
Ohio
$263K – – –
LFG
765
Larson Financial Group
Missouri
$262K -$216K -1,681 -46%
OWA
766
Opal Wealth Advisors
New York
$262K +$49.1K +382 +24%
SFG
767
Strive Financial Group
Indiana
$261K +$21.1K +164 +9%
SWP
768
Sagespring Wealth Partners
Tennessee
$261K -$33.9K -264 -12%
FT
769
Fiduciary Trust
Massachusetts
$260K -$56.4K -439 -18%
HWA
770
HMV Wealth Advisors
Louisiana
$257K -$8.99K -70 -3%
RIL
771
Rothschild Investment LLC
Illinois
$256K +$126K +978 +101%
ZBNA
772
Zions Bancorporation, National Association
Utah
$255K +$34.6K +269 +16%
IAA
773
Independent Advisor Alliance
North Carolina
$255K -$13.2K -103 -5%
KMWM
774
Keudell/Morrison Wealth Management
Oregon
$254K +$248K +1,931 New
MFA
775
Mayflower Financial Advisors
Massachusetts
$254K -$9.77K -76 -4%
29 30
31
32 33