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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
401
Synovus Financial
Georgia
$48K +$137 +4 +0.3%
VFA
402
Valeo Financial Advisors
Indiana
$48K +$1.71K +50 +4%
RE
403
RBC Europe
United Kingdom
$47.8K – – –
WCM
404
Wealthcare Capital Management
Virginia
$46K – – –
LWA
405
Lenox Wealth Advisors
New York
$46K +$8.39K +245 +23%
KJWM
406
Kiley Juergens Wealth Management
Washington
$46K +$45.4K +1,325 New
BWM
407
Baystate Wealth Management
Massachusetts
$45K +$240 +7 +0.6%
AF
408
Allworth Financial
California
$45K +$1.03K +30 +2%
TVWM
409
Tower View Wealth Management
Wisconsin
$43K +$240 +7 +0.6%
SIAS
410
Shine Investment Advisory Services
Colorado
$41K – – –
MMG
411
Monetary Management Group
Missouri
$40K – – –
AF
412
Arrow Financial
New York
$38K – – –
GI
413
Gradient Investments
Minnesota
$37K – – –
FHA
414
Flagship Harbor Advisors
Massachusetts
$37K +$36.2K +1,056 New
WPW
415
Winthrop Partners - WNY
New York
$35.2K – – –
PG
416
Patten Group
Tennessee
$35K – – –
VIA
417
Vantage Investment Advisors
Pennsylvania
$35K – – –
SFG
418
SevenBridge Financial Group
Pennsylvania
$33K – – –
CPIG
419
Chicago Partners Investment Group
Illinois
$31K – – –
NWM
420
Northwest Wealth Management
Iowa
$31K – – –
SIS
421
Sound Income Strategies
Florida
$31K – – –
IAS
422
INR Advisory Services
Pennsylvania
$30K – – –
RFA
423
Reilly Financial Advisors
California
$30K – – –
WEC
424
Winslow Evans & Crocker
Massachusetts
$26K -$21.7K -634 -49%
FIB
425
First Interstate Bank
Montana
$26K -$8.56K -250 -25%
15 16
17
18 19