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American Water Works
AWK

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
851
Jeppson Wealth Management
California
$214K – – –
BF
852
Blankinship & Foster
California
$214K -$74K -524 -25%
SMA
853
Sage Mountain Advisors
Georgia
$214K -$192K -1,356 -47%
SWM
854
Stockman Wealth Management
Montana
$213K +$7.07K +50 +3%
PFM
855
Patton Fund Management
Texas
$213K – – –
AW
856
Apricus Wealth
South Carolina
$213K +$216K +1,529 New
OFS
857
OneAscent Financial Services
Alabama
$212K -$54.1K -383 -20%
BIG
858
Brooklyn Investment Group
New York
$212K -$1.7K -12 -0.8%
CCA
859
Cora Capital Advisors
New Jersey
$212K – – –
TIM
860
Tevis Investment Management
Texas
$210K – – –
WTB
861
Washington Trust Bank
Washington
$210K – – –
NRS
862
Neville Rodie & Shaw
New York
$209K – – –
MWA
863
Medallion Wealth Advisors
Connecticut
$209K – – –
PPWM
864
Perissos Private Wealth Management
Oklahoma
$209K – – –
SIC
865
Sterling Investment Counsel
New York
$209K +$212K +1,499 New
TGIA
866
Torrey Growth & Income Advisors
California
$206K +$209K +1,479 New
AC
867
AlphaCore Capital
California
$205K +$112K +796 +117%
OWCM
868
One Wealth Capital Management
Arizona
$205K +$208K +1,474 New
IA
869
IFP Advisors
Florida
$204K -$24.6K -174 -11%
HBW
870
Hazlett, Burt & Watson
West Virginia
$203K – – –
SFPG
871
Stonebridge Financial Planning Group
Florida
$202K – – –
CD
872
Chapin Davis
Maryland
$200K +$203K +1,437 New
WANY
873
Wealthspire Advisors (New York)
New York
$197K -$14.6K -103 -7%
TSMHT
874
Thurston Springer Miller Herd & Titak
Indiana
$186K -$1.78M -12,595 -90%
EWA
875
EverSource Wealth Advisors
Alabama
$183K -$51.6K -365 -22%
33 34
35
36 37