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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
TAFW
476
Tred Avon Family Wealth
Maryland
$234K – – –
CC
477
Centiva Capital
New York
$233K +$228K +5,794 New
MA
478
MONECO Advisors
Connecticut
$232K +$10.8K +275 +5%
TPCW
479
TD Private Client Wealth
New York
$229K +$13.9K +354 +7%
SCP
480
Sivia Capital Partners
California
$227K +$222K +5,631 New
AIM
481
Anchor Investment Management
South Carolina
$226K +$1.38K +35 +0.6%
KWA
482
Kingswood Wealth Advisors
California
$225K -$315 -8 -0.1%
TCIIS
483
TIAA-CREF Individual & Institutional Services
New York
$225K +$220K +5,578 New
ECM
484
Evergreen Capital Management
Washington
$224K -$11.6K -295 -5%
WHCI
485
W.H. Cornerstone Investments
Massachusetts
$224K +$1.53K +39 +0.7%
CCM
486
Coldstream Capital Management
Washington
$223K +$218K +5,543 New
AWM
487
Avior Wealth Management
Nebraska
$223K +$218K +5,540 New
CPIG
488
Chicago Partners Investment Group
Illinois
$220K +$222K +5,649 New
MWM
489
Modera Wealth Management
New Jersey
$218K -$8.78K -223 -4%
LBC
490
Lowe Brockenbrough & Co
Virginia
$215K – – –
TWP
491
Tower Wealth Partners
Pennsylvania
$214K – – –
PA
492
Pinnacle Associates
New York
$214K -$87.6K -2,225 -30%
BEI
493
Benjamin Edwards Inc
Missouri
$214K – – –
HNB
494
Huntington National Bank
Ohio
$213K -$1.14K -29 -0.5%
KF
495
Krilogy Financial
Missouri
$212K +$216K +5,479 New
LWA
496
Ledgewood Wealth Advisors
New Hampshire
$210K +$205K +5,206 New
UF
497
Univest Financial
Pennsylvania
$209K +$204K +5,179 New
SWM
498
SeaCrest Wealth Management
New York
$208K +$203K +5,159 New
PA
499
Profund Advisors
Maryland
$207K -$23.5K -596 -10%
KWM
500
Kingsview Wealth Management
Oregon
$206K +$201K +5,111 New
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