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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
401
Wealthcare Capital Management
Virginia
$51K +$47.4K +1,301 New
AF
402
Allworth Financial
California
$49K – – –
VFA
403
Valeo Financial Advisors
Indiana
$49K – – –
TVWM
404
Tower View Wealth Management
Wisconsin
$47K +$43.6K +1,196 New
BWM
405
Baystate Wealth Management
Massachusetts
$45K – – –
SIAS
406
Shine Investment Advisory Services
Colorado
$45K – – –
MMG
407
Monetary Management Group
Missouri
$44K – – –
CFA
408
Carroll Financial Associates
North Carolina
$43K +$73 +2 +0.2%
AF
409
Arrow Financial
New York
$42K – – –
FDCDDQ
410
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.8K +$29.6K +812 +320%
LWA
411
Lenox Wealth Advisors
New York
$41K +$1.46K +40 +4%
GI
412
Gradient Investments
Minnesota
$41K +$38K +1,041 New
FIB
413
First Interstate Bank
Montana
$39K – – –
PG
414
Patten Group
Tennessee
$39K – – –
VIA
415
Vantage Investment Advisors
Pennsylvania
$39K – – –
BTIS
416
BB&T Investment Services
North Carolina
$39K +$73 +2 +0.2%
SFG
417
SevenBridge Financial Group
Pennsylvania
$37K – – –
CA
418
Calton & Associates
Florida
$36K +$37K +1,015 New
CPIG
419
Chicago Partners Investment Group
Illinois
$34K – – –
IAS
420
INR Advisory Services
Pennsylvania
$34K – – –
RFA
421
Reilly Financial Advisors
California
$34K – – –
MPWT
422
MassMutual Private Wealth & Trust
Connecticut
$33.6K +$31.3K +857 New
KJWM
423
Kiley Juergens Wealth Management
Washington
$32K +$29.8K +816 New
SIS
424
Sound Income Strategies
Florida
$30K +$31.8K +872 New
APSP
425
Asset Planning Services (Pennsylvania)
Pennsylvania
$29K -$106K -2,910 -80%
15 16
17
18 19