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Essential Utilities

Name Holding Trade Value Shares
Change
Change in
Stake
JGIA
426
Jackson Grant Investment Advisers
Connecticut
$60K +$352 +10 +0.6%
WAM
427
Wealthspire Advisors (Maryland)
Maryland
$59K -$670 -19 -1%
WWM
428
Willingdon Wealth Management
North Carolina
$58K – – –
DOA
429
D'Orazio & Associates
Virginia
$56K +$54.6K +1,550 New
CCA
430
Catalyst Capital Advisors
New York
$55K -$2.23M -63,200 -98%
CT
431
Clearstead Trust
Maine
$55K – – –
EWM
432
Endurance Wealth Management
Rhode Island
$55K – – –
TCOV
433
Trust Company of Vermont
Vermont
$54K – – –
YWP
434
YorkBridge Wealth Partners
New York
$54K – – –
IAS
435
INR Advisory Services
Pennsylvania
$52K – – –
TSW
436
Thompson Siegel & Walmsley
Virginia
$52K – – –
IA
437
IFP Advisors
Florida
$51K -$127K -3,598 -72%
LGWM
438
Litman Gregory Wealth Management
California
$51K – – –
SF
439
Synovus Financial
Georgia
$51K +$141 +4 +0.3%
RE
440
RBC Europe
United Kingdom
$49.6K – – –
FCB
441
First Command Bank
Texas
$49K – – –
FCFS
442
First Command Financial Services
Texas
$49K – – –
PCP
443
Proficio Capital Partners
Massachusetts
$49K – – –
BWM
444
Baystate Wealth Management
Massachusetts
$49K +$282 +8 +0.6%
VFA
445
Valeo Financial Advisors
Indiana
$46K -$1.76K -50 -4%
AF
446
Allworth Financial
California
$46K +$282 +8 +0.6%
TVWM
447
Tower View Wealth Management
Wisconsin
$45K +$247 +7 +0.6%
SIAS
448
Shine Investment Advisory Services
Colorado
$42K – – –
SQA
449
Simon Quick Advisors
New Jersey
$40K +$21.1K +600 +120%
AF
450
Arrow Financial
New York
$39K – – –