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American Water Works
AWK

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
801
Baker Tilly Wealth Management
Wisconsin
$204K +$301 +2 +0.1%
GWSG
802
GPS Wealth Strategies Group
Colorado
$204K +$1.05K +7 +0.4%
BCM
803
Brookstone Capital Management
Illinois
$204K +$34.3K +228 +16%
CA
804
Calton & Associates
Florida
$203K +$3.76K +25 +2%
SWM
805
Segment Wealth Management
Texas
$200K -$2.56K -17 -1%
TSW
806
Thompson Siegel & Walmsley
Virginia
$200K – – –
TIM
807
Tevis Investment Management
Texas
$198K – – –
MA
808
Montag & Associates
Georgia
$195K -$30.1K -200 -12%
TPCW
809
TD Private Client Wealth
New York
$182K +$1.51K +10 +0.7%
HNWAG
810
High Net Worth Advisory Group
Florida
$180K – – –
CQS
811
Credential Qtrade Securities
$179K +$1.81K +12 +0.9%
SCA
812
Stonebridge Capital Advisors
Minnesota
$176K – – –
HBT
813
Hills Bank & Trust
Iowa
$174K -$3.76K -25 -2%
DAC
814
Dividend Assets Capital
South Carolina
$171K +$18.7K +124 +10%
APA
815
American Portfolios Advisors
New York
$171K -$90.3K -600 -31%
VCM
816
Versant Capital Management
Arizona
$170K – – –
LC
817
Lindbrook Capital
California
$164K -$3.61K -24 -2%
CBT
818
CoreFirst Bank & Trust
Kansas
$160K – – –
AP
819
Arlington Partners
Alabama
$154K – – –
ETH
820
Exos TFP Holdings
New York
$154K +$178K +1,182 New
IWA
821
Icon Wealth Advisors
Texas
$151K +$174K +1,157 New
AIM
822
Arcadia Investment Management
Michigan
$149K – – –
GG
823
Gleason Group
Kentucky
$148K +$753 +5 +0.4%
CT
824
Caldwell Trust
Florida
$145K – – –
EWM
825
Evermay Wealth Management
Virginia
$143K – – –
31 32
33
34 35