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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
501
Baystate Wealth Management
Massachusetts
$54K – – –
SIAS
502
Shine Investment Advisory Services
Colorado
$54K – – –
TVWM
503
Tower View Wealth Management
Wisconsin
$54K +$270 +6 +0.5%
EP
504
Eudaimonia Partners
Tennessee
$54K +$51.8K +1,150 New
PCIA
505
Prime Capital Investment Advisors
Kansas
$52K – – –
AF
506
Arrow Financial
New York
$51K – – –
MWP
507
Meridian Wealth Partners
Pennsylvania
$51K +$49K +1,089 New
LWA
508
Lenox Wealth Advisors
New York
$50K +$225 +5 +0.5%
ADL
509
Asset Dedication LLC
California
$49K – – –
GI
510
Gradient Investments
Minnesota
$49K – – –
FGAM
511
Financial Gravity Asset Management
Texas
$47K -$17.6K -390 -94%
RWA
512
Ropes Wealth Advisors
Massachusetts
$47K – – –
RMAM
513
Raab & Moskowitz Asset Management
New Jersey
$47K +$45.6K +1,012 New
CP
514
Corbenic Partners
Pennsylvania
$43K +$41.2K +914 New
CCA
515
Catalyst Capital Advisors
New York
$42K – – –
AA
516
Argent Advisors
Louisiana
$42K +$40.3K +895 New
NC
517
NewSquare Capital
Pennsylvania
$41K – – –
SIS
518
Sound Income Strategies
Florida
$41K – – –
FHA
519
Flagship Harbor Advisors
Massachusetts
$39K +$13.5K +299 +55%
NSB
520
Norway Savings Bank
Maine
$38K -$4.5K -100 -11%
CIM
521
Centersquare Investment Management
Pennsylvania
$36K – – –
MRCM
522
M&R Capital Management
New Jersey
$35K – – –
1IA
523
1834 Investment Advisors
Wisconsin
$33K – – –
AIC
524
Archer Investment Corporation
Indiana
$33K +$31.9K +709 New
EWP
525
Engrave Wealth Partners
Texas
$32K +$31.4K +698 New
19 20
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