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Essential Utilities

Name Holding Trade Value Shares
Change
Change in
Stake
AWMF
401
Arbor Wealth Management (Florida)
Florida
$64K +$65.3K +1,882 New
PI
402
PEAK6 Investments
Illinois
$59K -$10.5K -303 -15%
WAM
403
Wealthspire Advisors (Maryland)
Maryland
$56K -$2.12K -61 -4%
JGIA
404
Jackson Grant Investment Advisers
Connecticut
$56K +$381 +11 +0.7%
DWM
405
Doyle Wealth Management
Florida
$56K +$56.5K +1,630 New
NIT
406
NumerixS Investment Technologies
British Columbia, Canada
$54K -$38.1K -1,100 -41%
WWM
407
Willingdon Wealth Management
North Carolina
$54K
EWM
408
Endurance Wealth Management
Rhode Island
$51K
TCOV
409
Trust Company of Vermont
Vermont
$51K
YWP
410
YorkBridge Wealth Partners
New York
$51K
CT
411
Clearstead Trust
Maine
$51K +$52K +1,500 New
AAMU
412
Amundi Asset Management US
Massachusetts
$49K +$22.8M +656,209 +84%
TSW
413
Thompson Siegel & Walmsley
Virginia
$49K
IAS
414
INR Advisory Services
Pennsylvania
$49K +$19.9K +575 +67%
LGWM
415
Litman Gregory Wealth Management
California
$48K +$48.5K +1,400 New
SF
416
Synovus Financial
Georgia
$47K +$139 +4 +0.3%
RE
417
RBC Europe
United Kingdom
$46.5K
PCP
418
Proficio Capital Partners
Massachusetts
$46K
FCB
419
First Command Bank
Texas
$46K +$46.2K +1,332 New
FCFS
420
First Command Financial Services
Texas
$46K +$46.2K +1,332 New
Northwestern Mutual Wealth Management
421
Northwestern Mutual Wealth Management
Wisconsin
$45K +$19.6K +564 +75%
BRC
422
Bell Rock Capital
Delaware
$45K +$34.7K +1,002 +308%
VFA
423
Valeo Financial Advisors
Indiana
$44K
AF
424
Allworth Financial
California
$43K
BWM
425
Baystate Wealth Management
Massachusetts
$43K +$277 +8 +0.6%