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Essential Utilities

Name Holding Trade Value Shares
Change
Change in
Stake
RE
451
RBC Europe
United Kingdom
$56.3K – – –
PCP
452
Proficio Capital Partners
Massachusetts
$56K – – –
FCB
453
First Command Bank
Texas
$55K – – –
FCFS
454
First Command Financial Services
Texas
$55K – – –
BWM
455
Baystate Wealth Management
Massachusetts
$53K +$272 +7 +0.5%
DOA
456
D'Orazio & Associates
Virginia
$52K -$11.7K -300 -19%
VFA
457
Valeo Financial Advisors
Indiana
$52K – – –
AF
458
Allworth Financial
California
$52K +$272 +7 +0.6%
AF
459
Arrow Financial
New York
$49K +$3.89K +100 +9%
SIAS
460
Shine Investment Advisory Services
Colorado
$48K – – –
TVWM
461
Tower View Wealth Management
Wisconsin
$47K -$3.38K -87 -7%
SFG
462
SevenBridge Financial Group
Pennsylvania
$47K +$7.28K +187 +20%
NFG
463
Next Financial Group
Texas
$45K +$34.1K +876 +393%
Nomura Asset Management
464
Nomura Asset Management
Japan
$45K +$42K +1,080 New
LWA
465
Lenox Wealth Advisors
New York
$44K +$195 +5 +0.5%
ADL
466
Asset Dedication LLC
California
$43K – – –
GI
467
Gradient Investments
Minnesota
$43K – – –
CFGS
468
Concourse Financial Group Securities
Alabama
$42K – – –
MWM
469
Meridian Wealth Management
Kentucky
$41.4K +$38.9K +1,001 New
WPW
470
Winthrop Partners - WNY
New York
$41.4K – – –
OIA
471
OneDigital Investment Advisors
Kansas
$41K – – –
LWM
472
Liberty Wealth Management
California
$41K +$38.9K +1,000 New
RWA
473
Ropes Wealth Advisors
Massachusetts
$41K +$38.9K +1,000 New
FGAM
474
Financial Gravity Asset Management
Texas
$38K +$16.1K +414 +84%
RA
475
Rational Advisors
New York
$37K – – –