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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
DE
476
Diversified Enterprises
Delaware
$225K +$420 +11 +0.2%
NFG
477
Nations Financial Group
Iowa
$225K – – –
DWP
478
Daymark Wealth Partners
Ohio
$224K +$223K +5,840 New
PCA
479
Pallas Capital Advisors
Massachusetts
$222K -$110K -2,883 -33%
TAFW
480
Tred Avon Family Wealth
Maryland
$222K – – –
BEI
481
Benjamin Edwards Inc
Missouri
$222K +$19.1K +500 +9%
MA
482
MONECO Advisors
Connecticut
$222K +$955 +25 +0.4%
TPCW
483
TD Private Client Wealth
New York
$217K -$496 -13 -0.2%
HWAM
484
Hennion & Walsh Asset Management
New Jersey
$216K -$346K -9,064 -62%
BBVA
485
Banco Bilbao Vizcaya Argentaria
Spain
$214K +$212K +5,554 New
AWM
486
Avior Wealth Management
Nebraska
$214K +$1.83K +48 +0.9%
IA
487
IFP Advisors
Florida
$214K +$153K +4,018 +257%
TCIIS
488
TIAA-CREF Individual & Institutional Services
New York
$214K – – –
KWA
489
Kingswood Wealth Advisors
California
$213K -$496 -13 -0.2%
JMBA
490
J. M. Brown & Associates
Oklahoma
$212K +$211K +5,539 New
HFS
491
Hantz Financial Services
Michigan
$211K -$205K -5,378 -49%
MWM
492
Modera Wealth Management
New Jersey
$208K +$38 +1 +0%
4WM
493
49 Wealth Management
Texas
$207K +$207K +5,416 New
A
494
Alongside
Texas
$207K +$207K +5,416 New
GT
495
Greenleaf Trust
Michigan
$207K -$22.9K -601 -10%
LBC
496
Lowe Brockenbrough & Co
Virginia
$205K – – –
BHC
497
Bull Harbor Capital
Maryland
$204K +$204K +5,333 New
TWP
498
Tower Wealth Partners
Pennsylvania
$204K – – –
PA
499
Profund Advisors
Maryland
$203K +$5.42K +142 +3%
LNWTC
500
Laird Norton Wetherby Trust Company
Washington
$202K -$31.7K -829 -14%
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20
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