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American Water Works
AWK

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
751
Crestwood Advisors Group
Massachusetts
$239K -$11.5K -75 -5%
AIM
752
Arcadia Investment Management
Michigan
$238K -$5.39K -35 -2%
TSW
753
Thompson Siegel & Walmsley
Virginia
$236K – – –
PCA
754
Peddock Capital Advisors
Massachusetts
$233K – – –
TP
755
Tranquility Partners
Tennessee
$232K – – –
MA
756
Montag & Associates
Georgia
$230K +$231K +1,500 New
CA
757
Claro Advisors
Massachusetts
$228K -$16.8K -109 -7%
SC
758
Saybrook Capital
North Carolina
$228K – – –
SWM
759
Stockman Wealth Management
Montana
$227K – – –
SCA
760
Stonebridge Capital Advisors
Minnesota
$223K +$2.31K +15 +1%
PP
761
Patron Partners
Texas
$223K +$224K +1,455 New
VVP
762
Venture Visionary Partners
Ohio
$222K +$224K +1,453 New
SAM
763
Strategy Asset Managers
California
$220K -$6.16K -40 -3%
XWM
764
Xcel Wealth Management
Florida
$220K – – –
PTC
765
Private Trust Company
Ohio
$220K +$5.08K +33 +2%
CBT
766
CoreFirst Bank & Trust
Kansas
$220K +$221K +1,434 New
CT
767
Clearstead Trust
Maine
$219K -$1.24M -8,074 -85%
AFAS
768
Acorn Financial Advisory Services
Virginia
$219K -$15.4K -100 -7%
BSSFA
769
Baron Silver Stevens Financial Advisors
Florida
$219K +$220K +1,429 New
CSPIA
770
Cary Street Partners Investment Advisory
Virginia
$218K -$124K -808 -36%
RMCM
771
Reynders McVeigh Capital Management
Massachusetts
$217K -$84.8K -551 -28%
SC
772
Searle & Co
Connecticut
$215K – – –
JF
773
JSF Financial
California
$211K +$212K +1,378 New
RCAG
774
Rehmann Capital Advisory Group
Michigan
$210K -$1.69K -11 -0.8%
LWAC
775
Laurel Wealth Advisors (California)
California
$210K +$211K +1,368 New
29 30
31
32 33