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Essential Utilities

Name Holding Trade Value Shares
Change
Change in
Stake
FCB
451
First Command Bank
Texas
$55K
FCFS
452
First Command Financial Services
Texas
$55K
BWM
453
Baystate Wealth Management
Massachusetts
$53K +$272 +7 +0.5%
DOA
454
D'Orazio & Associates
Virginia
$52K -$11.7K -300 -19%
VFA
455
Valeo Financial Advisors
Indiana
$52K
AF
456
Allworth Financial
California
$52K +$272 +7 +0.6%
AF
457
Arrow Financial
New York
$49K +$3.89K +100 +9%
SIAS
458
Shine Investment Advisory Services
Colorado
$48K
TVWM
459
Tower View Wealth Management
Wisconsin
$47K -$3.38K -87 -7%
SFG
460
SevenBridge Financial Group
Pennsylvania
$47K +$7.28K +187 +20%
NFG
461
Next Financial Group
Texas
$45K +$34.1K +876 +393%
Nomura Asset Management
462
Nomura Asset Management
Japan
$45K +$42K +1,080 New
LWA
463
Lenox Wealth Advisors
New York
$44K +$195 +5 +0.5%
ADL
464
Asset Dedication LLC
California
$43K
GI
465
Gradient Investments
Minnesota
$43K
CFGS
466
Concourse Financial Group Securities
Alabama
$42K
WPW
467
Winthrop Partners - WNY
New York
$41.4K
OIA
468
OneDigital Investment Advisors
Kansas
$41K
LWM
469
Liberty Wealth Management
California
$41K +$38.9K +1,000 New
RWA
470
Ropes Wealth Advisors
Massachusetts
$41K +$38.9K +1,000 New
FGAM
471
Financial Gravity Asset Management
Texas
$38K +$16.1K +414 +84%
RA
472
Rational Advisors
New York
$37K
NSB
473
Norway Savings Bank
Maine
$37K +$35K +900 New
SIS
474
Sound Income Strategies
Florida
$36K
FPS
475
Fieldpoint Private Securities
Connecticut
$34K +$31.4K +806 New