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American Water Works
AWK

Name Holding Trade Value Shares
Change 		Change in
Stake
DFG
751
Delta Financial Group
New Jersey
$267K +$302K +2,154 New
SSWM
752
Strait & Sound Wealth Management
California
$266K – – –
EFG
753
Ethos Financial Group
Pennsylvania
$264K -$6.73K -48 -2%
TCOV
754
Trust Company of Vermont
Vermont
$263K -$31.1K -222 -9%
CB
755
Community Bank
New York
$260K – – –
DAM
756
Delta Asset Management
Tennessee
$259K – – –
PCM
757
Penserra Capital Management
California
$259K -$17.2K -123 -6%
WANY
758
Wealthspire Advisors (New York)
New York
$259K +$32.1K +229 +12%
EF
759
Empowered Funds
Pennsylvania
$258K +$64.8K +462 +28%
EPWM
760
Essex Private Wealth Management
Massachusetts
$258K – – –
CI
761
Cigna Investments
Connecticut
$257K -$36.5K -260 -11%
TC
762
Trium Capital
United Kingdom
$257K -$15K -107 -5%
CSPIA
763
Cary Street Partners Investment Advisory
Virginia
$257K -$1.82K -13 -0.6%
MG
764
Mather Group
Illinois
$256K +$78.9K +563 +37%
BF
765
Blankinship & Foster
California
$255K – – –
STA
766
Summit Trail Advisors
New York
$255K -$98.1K -700 -25%
KI
767
Kapitalo Investimentos
Brazil
$255K +$289K +2,062 New
GDP
768
Great Diamond Partners
Maine
$253K -$701 -5 -0.2%
GWM
769
Gitterman Wealth Management
New Jersey
$253K +$10.5K +75 +4%
JWCA
770
J.W. Cole Advisors
Florida
$252K -$13.5K -96 -5%
QCG
771
Quadrant Capital Group
Ohio
$251K +$13.9K +99 +5%
ILI
772
Invesco LLC (Illinois)
Illinois
$248K +$24.8K +177 +10%
PAM
773
Paradigm Asset Management
New York
$248K – – –
SCA
774
St. Clair Advisors
Ohio
$248K – – –
WSC
775
Wellington Shields & Co
New York
$248K +$280K +2,000 New
29 30
31
32 33