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American Water Works
AWK

Name Holding Trade Value Shares
Change 		Change in
Stake
SOS
801
Silver Oak Securities
Tennessee
$236K +$2.14K +16 +0.9%
CA
802
Continuum Advisory
Idaho
$234K -$294K -2,200 -55%
DCM
803
DGS Capital Management
New Jersey
$234K +$239K +1,791 New
OF
804
Optimize Financial
California
$233K +$3.21K +24 +1%
7WCP
805
71 West Capital Partners
Massachusetts
$233K +$238K +1,784 New
AIP
806
Ameritas Investment Partners
Nebraska
$232K – – –
AAS
807
Ameritas Advisory Services
Nebraska
$230K +$175K +1,312 +292%
CFP
808
Catalyst Financial Partners
Massachusetts
$227K +$233K +1,742 New
MCP
809
Mirador Capital Partners
California
$227K -$1.43M -10,714 -86%
VCM
810
Virtue Capital Management
Tennessee
$226K +$232K +1,738 New
OWCM
811
One Wealth Capital Management
Arizona
$226K +$34.6K +259 +18%
DAS
812
Dynamic Advisor Solutions
Arizona
$225K -$37.8K -283 -14%
PFW
813
Petros Family Wealth
Minnesota
$224K +$230K +1,719 New
TCBWMS
814
Texas Capital Bank Wealth Management Services
Texas
$224K -$42.4K -317 -16%
SIG
815
Sargent Investment Group
Maryland
$224K +$229K +1,713 New
VVP
816
Venture Visionary Partners
Ohio
$222K +$9.49K +71 +4%
PAA
817
Peregrine Asset Advisers
Oregon
$222K – – –
PFM
818
Patton Fund Management
Texas
$222K +$22.6K +169 +11%
CW
819
CreativeOne Wealth
Kansas
$221K +$9.75K +73 +5%
AO
820
Advisor OS
Illinois
$220K +$226K +1,689 New
MWM
821
Meridian Wealth Management
Kentucky
$220K +$5.61K +42 +3%
SIS
822
Sound Income Strategies
Florida
$219K -$20.2K -151 -8%
WT
823
Washington Trust
Rhode Island
$219K – – –
AA
824
Ancora Advisors
Ohio
$218K -$60.7K -454 -21%
HKAM
825
Horizon Kinetics Asset Management
New York
$218K -$6.95K -52 -3%
31 32
33
34 35