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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
YWP
401
YorkBridge Wealth Partners
New York
$51K – – –
WCM
402
Wealthcare Capital Management
Virginia
$51K +$47.4K +1,301 New
AF
403
Allworth Financial
California
$49K – – –
VFA
404
Valeo Financial Advisors
Indiana
$49K – – –
TVWM
405
Tower View Wealth Management
Wisconsin
$47K +$43.6K +1,196 New
BWM
406
Baystate Wealth Management
Massachusetts
$45K – – –
SIAS
407
Shine Investment Advisory Services
Colorado
$45K – – –
MMG
408
Monetary Management Group
Missouri
$44K – – –
CFA
409
Carroll Financial Associates
North Carolina
$43K +$73 +2 +0.2%
AF
410
Arrow Financial
New York
$42K – – –
FDCDDQ
411
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.8K +$29.6K +812 +320%
LWA
412
Lenox Wealth Advisors
New York
$41K +$1.46K +40 +4%
GI
413
Gradient Investments
Minnesota
$41K +$38K +1,041 New
FIB
414
First Interstate Bank
Montana
$39K – – –
PG
415
Patten Group
Tennessee
$39K – – –
VIA
416
Vantage Investment Advisors
Pennsylvania
$39K – – –
BTIS
417
BB&T Investment Services
North Carolina
$39K +$73 +2 +0.2%
SFG
418
SevenBridge Financial Group
Pennsylvania
$37K – – –
CA
419
Calton & Associates
Florida
$36K +$37K +1,015 New
CPIG
420
Chicago Partners Investment Group
Illinois
$34K – – –
IAS
421
INR Advisory Services
Pennsylvania
$34K – – –
RFA
422
Reilly Financial Advisors
California
$34K – – –
MPWT
423
MassMutual Private Wealth & Trust
Connecticut
$33.6K +$31.3K +857 New
KJWM
424
Kiley Juergens Wealth Management
Washington
$32K +$29.8K +816 New
SIS
425
Sound Income Strategies
Florida
$30K +$31.8K +872 New
15 16
17
18 19