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American Water Works
AWK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
826
Concord Wealth Partners
Virginia
$77K +$77K +500 New
EIM
827
Essex Investment Management
Massachusetts
$74K – – –
NFG
828
Next Financial Group
Texas
$72K -$55.9K -363 -44%
ST
829
Sageworth Trust
Pennsylvania
$72K +$72.5K +471 New
EFSCE
830
Enterprise Financial Services Corp (EFSC)
Missouri
$71K +$924 +6 +1%
WPA
831
West Paces Advisors
Georgia
$70.6K – – –
VNA
832
Valley National Advisers
Pennsylvania
$69K – – –
PWMG
833
Prestige Wealth Management Group
New Jersey
$69K +$8.93K +58 +15%
PIMJS
834
PKO Investment Management Joint-Stock
Poland
$68.9K +$69.1K +449 New
O
835
Ossiam
France
$68K -$5.85K -38 -8%
TIAM2
836
Tru Independence Asset Management 2
Oregon
$67K +$66.8K +434 New
KFS
837
Kelly Financial Services
Massachusetts
$66.6K – – –
PFGIA
838
Patriot Financial Group Insurance Agency
Massachusetts
$65K -$28.5K -185 -30%
EI
839
Ellevest Inc
New York
$65K +$55.1K +358 +542%
CWA
840
Clearview Wealth Advisors
Oregon
$64K +$64.3K +418 New
CFD
841
Creative Financial Designs
Indiana
$61K – – –
FFG
842
Fortem Financial Group
California
$61K +$61.6K +400 New
TPCW
843
TD Private Client Wealth
New York
$60.9K +$7.08K +46 +13%
SWM
844
Sugarloaf Wealth Management
Georgia
$59K – – –
AAP
845
Arax Advisory Partners
Colorado
$58K – – –
PCM
846
Penserra Capital Management
California
$58K +$6.77K +44 +13%
PCG
847
Private Capital Group
Connecticut
$58K +$14.2K +92 +32%
COCM
848
Charter Oak Capital Management
New Hampshire
$58K +$58K +377 New
MF
849
Manchester Financial
California
$57K +$1.54K +10 +3%
PWM
850
Perigon Wealth Management
California
$57K +$57.1K +371 New
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