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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
501
Geneos Wealth Management
Colorado
$69.7K – – –
BWM
502
Baystate Wealth Management
Massachusetts
$67.8K +$349 +10 +0.6%
UM
503
UniSuper Management
Australia
$67.2K – – –
JGIA
504
Jackson Grant Investment Advisers
Connecticut
$63.3K – – –
MHR
505
Matthew Hamilton Rosenberg
$62.7K -$14K -400 -19%
BSWA
506
Bromfield Sneider Wealth Advisors
Massachusetts
$61.9K – – –
OSNBOA
507
Old Second National Bank of Aurora
Illinois
$59.8K – – –
LS
508
Livforsakringsbolaget Skandia
Sweden
$59.7K – – –
CT
509
Clearstead Trust
Maine
$56K – – –
DAM
510
Delta Asset Management
Tennessee
$47.1K – – –
PFSC
511
Peoples Financial Services Corp
Pennsylvania
$46.7K – – –
LFG
512
Larson Financial Group
Missouri
$45K +$140 +4 +0.3%
CT
513
Colonial Trust
South Carolina
$44.6K -$5.24K -150 -11%
NFA
514
Northwest Financial Advisors
Virginia
$44.2K +$41.3K +1,183 New
CWC
515
Carolinas Wealth Consulting
North Carolina
$43.5K – – –
OCM
516
Orion Capital Management
California
$42K – – –
AF
517
Arrow Financial
New York
$40.4K – – –
QC
518
Quent Capital
New York
$40.1K +$1.12K +32 +3%
ADL
519
Asset Dedication LLC
California
$39K – – –
BTI
520
Blue Trust Inc
Georgia
$39K +$4.22K +121 +12%
VAG
521
VisionPoint Advisory Group
Texas
$36.5K +$11.8K +338 +53%
M
522
MOTCO
Texas
$36.2K – – –
A
523
AlphaQuest
New York
$36.2K +$33.8K +969 New
TWM
524
Tradition Wealth Management
Minnesota
$36K +$23.7K +679 +246%
CFGS
525
Concourse Financial Group Securities
Alabama
$35.8K +$4.43K +127 +15%
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