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American Water Works
AWK

Name Holding Trade Value Shares
Change 		Change in
Stake
FLP
1001
Financial Life Planners
Arizona
$14.3K +$13.9K +105 New
PWMG
1002
Private Wealth Management Group
New Jersey
$14K +$2.51K +19 +23%
RBC
1003
Roble Belko & Company
Pennsylvania
$14K – – –
T
1004
Tidemark
California
$13.8K +$13.5K +102 New
BL
1005
BFSG LLC
California
$13.6K – – –
GK
1006
Graney & King
New York
$13.6K – – –
KOCAA
1007
Knights of Columbus Asset Advisors
Connecticut
$13.6K – – –
TTIC
1008
Tower Trust & Investment Company
Iowa
$13.6K – – –
BIAS
1009
Beacon Investment Advisory Services
New Jersey
$13.6K +$13.2K +100 New
FHC
1010
First Horizon Corporation
Tennessee
$13.2K -$10.2K -77 -44%
DAM
1011
Delta Asset Management
Tennessee
$12.8K – – –
CAM
1012
Clarity Asset Management
Iowa
$12.4K – – –
AEPWM
1013
Atlantic Edge Private Wealth Management
Florida
$12.2K – – –
LWM
1014
Lodestone Wealth Management
Washington
$12.2K – – –
GCM
1015
Gables Capital Management
Florida
$12.1K – – –
SWIM
1016
Smallwood Wealth Investment Management
New Jersey
$12.1K – – –
FPF
1017
First Pacific Financial
Washington
$12.1K +$132 +1 +1%
MWM
1018
Magnolia Wealth Management
Alabama
$11.6K +$11.2K +85 New
TCM
1019
Triumph Capital Management
Colorado
$11.5K +$396 +3 +4%
GWP
1020
Gen-Wealth Partners
Michigan
$11.4K +$3.57K +27 +47%
W
1021
WealthCollab
Washington
$11.3K – – –
BIA
1022
Bell Investment Advisors
California
$11.3K +$529 +4 +5%
RF
1023
Robinswood Financial
Washington
$11K – – –
C
1024
Covestor
United Kingdom
$11K -$4.76K -36 -30%
AFC
1025
Ares Financial Consulting
California
$10.9K – – –
39 40
41
42 43