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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
476
Clearstead Trust
Maine
$67K – – –
EWM
477
Endurance Wealth Management
Rhode Island
$67K – – –
BC
478
Bartlett & Co
Ohio
$66K +$44.3K +1,031 +236%
BCWM
479
Bartlett & Co Wealth Management
Ohio
$65.8K +$44.3K +1,031 +236%
TSW
480
Thompson Siegel & Walmsley
Virginia
$64K – – –
SF
481
Synovus Financial
Georgia
$62K +$129 +3 +0.2%
RE
482
RBC Europe
United Kingdom
$61K – – –
FCB
483
First Command Bank
Texas
$60K – – –
FCFS
484
First Command Financial Services
Texas
$60K – – –
PA
485
Parallel Advisors
California
$58K +$23.4K +546 +74%
AAM
486
Advisors Asset Management
Colorado
$57.3K +$54.9K +1,279 New
AF
487
Allworth Financial
California
$57K +$258 +6 +0.5%
DOA
488
D'Orazio & Associates
Virginia
$56K – – –
VFA
489
Valeo Financial Advisors
Indiana
$56K – – –
CFGS
490
Concourse Financial Group Securities
Alabama
$56K +$10.3K +240 +24%
TCOV
491
Trust Company of Vermont
Vermont
$54K -$12.9K -300 -20%
BWM
492
Baystate Wealth Management
Massachusetts
$52K -$5.45K -127 -10%
SIAS
493
Shine Investment Advisory Services
Colorado
$52K – – –
TVWM
494
Tower View Wealth Management
Wisconsin
$52K +$258 +6 +0.5%
RCAG
495
Rehmann Capital Advisory Group
Michigan
$51.5K -$26.2K -610 -35%
PGAM
496
Princeton Global Asset Management
New Jersey
$51K +$29K +675 +152%
PCIA
497
Prime Capital Investment Advisors
Kansas
$50K +$47.9K +1,116 New
AF
498
Arrow Financial
New York
$49K -$4.29K -100 -8%
LWA
499
Lenox Wealth Advisors
New York
$48K +$258 +6 +0.6%
ADL
500
Asset Dedication LLC
California
$47K – – –
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