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Essential Utilities

Name Holding Trade Value Shares
Change
Change in
Stake
GIC
401
Gantzert Investment Company
Illinois
$68K +$69.4K +2,000 New
MFBTD
402
MB Financial Bank - Trust Department
Illinois
$67K – – –
APA
403
American Portfolios Advisors
New York
$65.3K +$16K +461 +32%
AWMF
404
Arbor Wealth Management (Florida)
Florida
$64K +$65.3K +1,882 New
PI
405
PEAK6 Investments
Illinois
$59K -$10.5K -303 -15%
WAM
406
Wealthspire Advisors (Maryland)
Maryland
$56K -$2.12K -61 -4%
JGIA
407
Jackson Grant Investment Advisers
Connecticut
$56K +$381 +11 +0.7%
DWM
408
Doyle Wealth Management
Florida
$56K +$56.5K +1,630 New
NIT
409
NumerixS Investment Technologies
British Columbia, Canada
$54K -$38.1K -1,100 -41%
WWM
410
Willingdon Wealth Management
North Carolina
$54K – – –
EWM
411
Endurance Wealth Management
Rhode Island
$51K – – –
TCOV
412
Trust Company of Vermont
Vermont
$51K – – –
YWP
413
YorkBridge Wealth Partners
New York
$51K – – –
CT
414
Clearstead Trust
Maine
$51K +$52K +1,500 New
TSW
415
Thompson Siegel & Walmsley
Virginia
$49K – – –
IAS
416
INR Advisory Services
Pennsylvania
$49K +$19.9K +575 +67%
LGWM
417
Litman Gregory Wealth Management
California
$48K +$48.5K +1,400 New
SF
418
Synovus Financial
Georgia
$47K +$139 +4 +0.3%
RE
419
RBC Europe
United Kingdom
$46.5K – – –
PCP
420
Proficio Capital Partners
Massachusetts
$46K – – –
FCB
421
First Command Bank
Texas
$46K +$46.2K +1,332 New
FCFS
422
First Command Financial Services
Texas
$46K +$46.2K +1,332 New
Northwestern Mutual Wealth Management
423
Northwestern Mutual Wealth Management
Wisconsin
$45K +$19.6K +564 +75%
BRC
424
Bell Rock Capital
Delaware
$45K +$34.7K +1,002 +308%
VFA
425
Valeo Financial Advisors
Indiana
$44K – – –