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Essential Utilities

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
426
Wealthspire Advisors (Maryland)
Maryland
$59K -$670 -19 -1%
WWM
427
Willingdon Wealth Management
North Carolina
$58K
DOA
428
D'Orazio & Associates
Virginia
$56K +$54.6K +1,550 New
CCA
429
Catalyst Capital Advisors
New York
$55K -$2.23M -63,200 -98%
CT
430
Clearstead Trust
Maine
$55K
EWM
431
Endurance Wealth Management
Rhode Island
$55K
TCOV
432
Trust Company of Vermont
Vermont
$54K
YWP
433
YorkBridge Wealth Partners
New York
$54K
IAS
434
INR Advisory Services
Pennsylvania
$52K
TSW
435
Thompson Siegel & Walmsley
Virginia
$52K
IA
436
IFP Advisors
Florida
$51K -$127K -3,598 -72%
LGWM
437
Litman Gregory Wealth Management
California
$51K
SF
438
Synovus Financial
Georgia
$51K +$141 +4 +0.3%
RE
439
RBC Europe
United Kingdom
$49.6K
FCB
440
First Command Bank
Texas
$49K
FCFS
441
First Command Financial Services
Texas
$49K
PCP
442
Proficio Capital Partners
Massachusetts
$49K
BWM
443
Baystate Wealth Management
Massachusetts
$49K +$282 +8 +0.6%
VFA
444
Valeo Financial Advisors
Indiana
$46K -$1.76K -50 -4%
AF
445
Allworth Financial
California
$46K +$282 +8 +0.6%
TVWM
446
Tower View Wealth Management
Wisconsin
$45K +$247 +7 +0.6%
SIAS
447
Shine Investment Advisory Services
Colorado
$42K
SQA
448
Simon Quick Advisors
New Jersey
$40K +$21.1K +600 +120%
AF
449
Arrow Financial
New York
$39K
GI
450
Gradient Investments
Minnesota
$38K -$4.16K -118 -10%