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Essential Utilities

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
501
Lenox Wealth Advisors
New York
$48K +$258 +6 +0.6%
ADL
502
Asset Dedication LLC
California
$47K – – –
GI
503
Gradient Investments
Minnesota
$47K – – –
KWA
504
KCS Wealth Advisory
California
$45.5K +$43.6K +1,016 New
RWA
505
Ropes Wealth Advisors
Massachusetts
$45K – – –
WPW
506
Winthrop Partners - WNY
New York
$44.8K – – –
CCA
507
Catalyst Capital Advisors
New York
$40K -$25.8K -600 -40%
NSB
508
Norway Savings Bank
Maine
$40K – – –
NC
509
NewSquare Capital
Pennsylvania
$39K -$7.93M -184,620 -100%
SIS
510
Sound Income Strategies
Florida
$39K – – –
Nomura Asset Management
511
Nomura Asset Management
Japan
$38K -$9.87K -230 -21%
GWAG
512
Garrett Wealth Advisory Group
Texas
$37K +$35.5K +826 New
AF
513
Advisornet Financial
Minnesota
$36K +$26.2K +610 +305%
CIM
514
Centersquare Investment Management
Pennsylvania
$35K – – –
MRCM
515
M&R Capital Management
New Jersey
$33K – – –
PFO
516
Pathstone Family Office
New Jersey
$32K +$172 +4 +0.6%
AIM
517
Advantage Investment Management
Iowa
$31K – – –
1IA
518
1834 Investment Advisors
Wisconsin
$31K +$29.9K +696 New
S
519
SignatureFD
Georgia
$30K +$8.59K +200 +42%
FPB
520
First PREMIER Bank
South Dakota
$29K – – –
GRP
521
Global Retirement Partners
California
$29K +$4.64K +108 +20%
QAM
522
QCI Asset Management
New York
$28K – – –
SB
523
Strategic Blueprint
Georgia
$28K +$27K +629 New
FIB
524
First Interstate Bank
Montana
$26K – – –
CCM
525
Covington Capital Management
California
$25K – – –