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Essential Utilities

Name Holding Trade Value Shares
Change
Change in
Stake
GI
451
Gradient Investments
Minnesota
$38K -$4.16K -118 -10%
ADL
452
Asset Dedication LLC
California
$38K – – –
LWA
453
Lenox Wealth Advisors
New York
$38K +$247 +7 +0.7%
WPW
454
Winthrop Partners - WNY
New York
$36.1K – – –
OIA
455
OneDigital Investment Advisors
Kansas
$36K – – –
CFGS
456
Concourse Financial Group Securities
Alabama
$36K +$12.1K +342 +51%
SFG
457
SevenBridge Financial Group
Pennsylvania
$35K – – –
PFO
458
Pathstone Family Office
New Jersey
$34K +$32.8K +930 New
RA
459
Rational Advisors
New York
$33K -$1.25M -35,500 -98%
SIS
460
Sound Income Strategies
Florida
$32K – – –
SIM
461
Sonora Investment Management
Arizona
$30K – – –
Northwestern Mutual Wealth Management
462
Northwestern Mutual Wealth Management
Wisconsin
$29K -$18.7K -530 -40%
MRCM
463
M&R Capital Management
New Jersey
$28K – – –
PA
464
Parallel Advisors
California
$27K – – –
AIM
465
Advantage Investment Management
Iowa
$26K – – –
S
466
SignatureFD
Georgia
$25K +$22.1K +628 +1,365%
BBNA
467
Bremer Bank National Association
Minnesota
$25K +$22.8K +647 New
MPWT
468
MassMutual Private Wealth & Trust
Connecticut
$24.1K +$2.68K +76 +13%
FPB
469
First PREMIER Bank
South Dakota
$24K – – –
NWM
470
Northwest Wealth Management
Iowa
$23K -$8.81K -250 -29%
MA
471
MUFG Americas
New York
$23K – – –
QAM
472
QCI Asset Management
New York
$23K – – –
FIB
473
First Interstate Bank
Montana
$21K -$6.34K -180 -24%
VCM
474
Versant Capital Management
Arizona
$20K -$1.13K -32 -5%
CCM
475
Covington Capital Management
California
$20K – – –