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American Water Works
AWK

Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
751
Lincoln National Corp
Pennsylvania
$278K +$20.6K +135 +8%
CIC
752
Carnegie Investment Counsel
Ohio
$276K +$28.9K +190 +11%
KA
753
Kovack Advisors
Florida
$274K +$2.9K +19 +1%
QCG
754
Quadrant Capital Group
Ohio
$274K +$16.8K +110 +6%
JWM
755
Jeppson Wealth Management
California
$273K – – –
FMAEN1
756
Fund Management at Engine No 1
California
$273K +$45.6K +299 +19%
SEEDPG
757
S.E.E.D. Planning Group
New York
$272K +$44.3K +291 +19%
SW
758
StrongBox Wealth
Missouri
$271K +$36.3K +238 +15%
CF
759
Centaurus Financial
California
$270K +$139K +915 +102%
HWM
760
HB Wealth Management
Georgia
$268K +$16.6K +109 +6%
GWM
761
Geneos Wealth Management
Colorado
$266K +$29.9K +196 +13%
CAM
762
Centre Asset Management
New York
$264K -$4.11K -27 -1%
CWM
763
Concentric Wealth Management
California
$262K -$3.05K -20 -1%
HKAM
764
Horizon Kinetics Asset Management
New York
$262K +$268K +1,760 New
AWM
765
Aries Wealth Management
Maine
$262K +$269K +1,763 New
CWM
766
Calamos Wealth Management
Illinois
$261K -$121K -791 -31%
ONB
767
Old National Bancorp
Indiana
$261K -$1.07K -7 -0.4%
WPW
768
Waldron Private Wealth
Pennsylvania
$260K +$4.11K +27 +2%
BFIM
769
Beese Fulmer Investment Management
Ohio
$259K – – –
CT
770
Clearstead Trust
Maine
$256K – – –
GC
771
Gratus Capital
Georgia
$254K – – –
TCM
772
Telos Capital Management
California
$253K -$3.05K -20 -1%
MA
773
Montag & Associates
Georgia
$253K – – –
EIP
774
Ellis Investment Partners
Pennsylvania
$253K +$762 +5 +0.3%
MCM
775
Marathon Capital Management
Maryland
$253K +$259K +1,700 New
29 30
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