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Essential Utilities

Name Holding Trade Value Shares
Change
Change in
Stake
MHR
501
Matthew Hamilton Rosenberg
$90K – – –
AIC
502
Archer Investment Corporation
Indiana
$89.8K – – –
TCOV
503
Trust Company of Vermont
Vermont
$86K +$87.1K +1,875 New
AF
504
Allworth Financial
California
$85K +$372 +8 +0.4%
TCWM
505
Total Clarity Wealth Management
Illinois
$85K +$86.6K +1,864 New
CI Investments Inc
506
CI Investments Inc
Ontario, Canada
$82K -$64K -1,378 -44%
BWM
507
Baystate Wealth Management
Massachusetts
$81K +$279 +6 +0.3%
JGIA
508
Jackson Grant Investment Advisers
Connecticut
$78K – – –
BSWA
509
Bromfield Sneider Wealth Advisors
Massachusetts
$76K – – –
WSC
510
Wellington Shields & Co
New York
$76K +$77.4K +1,666 New
OSNBOA
511
Old Second National Bank of Aurora
Illinois
$73K – – –
HR
512
Howe & Rusling
New York
$72K -$72.5K -1,560 -50%
CT
513
Clearstead Trust
Maine
$69K – – –
EWM
514
Endurance Wealth Management
Rhode Island
$69K – – –
PA
515
Parallel Advisors
California
$68K -$4.97K -107 -7%
BBHC
516
Brown Brothers Harriman & Co
New York
$67K +$46.4K +1,000 +214%
KC
517
Kepos Capital
New York
$64K -$103K -2,224 -62%
S
518
SignatureFD
Georgia
$60K -$56.9K -1,226 -48%
CJL
519
Cyrus J. Lawrence
New York
$59K – – –
BTI
520
Blue Trust Inc
Georgia
$59K +$53K +1,142 New
SIS
521
Sound Income Strategies
Florida
$58K +$93 +2 +0.2%
PFSC
522
Peoples Financial Services Corp
Pennsylvania
$57K – – –
TVWM
523
Tower View Wealth Management
Wisconsin
$56K +$325 +7 +0.6%
BCM
524
Birch Capital Management
Texas
$53.6K – – –
CWC
525
Carolinas Wealth Consulting
North Carolina
$53K -$46 -1 -0.1%