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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
526
Parallel Advisors
California
$93.3K +$4.05K +104 +4%
CT
527
Colonial Trust
South Carolina
$92K -$6.43K -165 -6%
CBT
528
Crews Bank & Trust
Florida
$91.8K – – –
PTC
529
Private Trust Company
Ohio
$89.7K -$99.4K -2,552 -51%
GWSG
530
GPS Wealth Strategies Group
Colorado
$86.8K – – –
TWC
531
TD Waterhouse Canada
Ontario, Canada
$77.5K +$5.45K +140 +7%
ABWM
532
Alpine Bank Wealth Management
Colorado
$77.3K – – –
CFD
533
Creative Financial Designs
Indiana
$76.1K -$156 -4 -0.2%
TVWM
534
Tower View Wealth Management
Wisconsin
$75.2K +$662 +17 +0.8%
BL
535
BFSG LLC
California
$75.1K +$22.2K +569 +39%
TFIPS
536
Towarzystwo Funduszy Inwestycyjnych PZU SA
$74.3K +$77.9K +2,000 New
MUAMU
537
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$74K – – –
BCM
538
Blume Capital Management
California
$72.3K -$62.3K -1,600 -45%
PS
539
Principal Securities
Iowa
$70.7K -$22.1K -568 -23%
GWM
540
Geneos Wealth Management
Colorado
$69.3K -$74.3K -1,907 -51%
MWM
541
Mascoma Wealth Management
New Hampshire
$65.6K – – –
CT
542
Clearstead Trust
Maine
$65.2K +$9.97K +256 +17%
NAAA
543
New Age Alpha Advisors
New York
$63.8K +$7.25K +186 +12%
JGIA
544
Jackson Grant Investment Advisers
Connecticut
$63K – – –
CT
545
Coastline Trust
Rhode Island
$62.9K – – –
ADL
546
Asset Dedication LLC
California
$62.3K – – –
CA
547
Clearstead Advisors
Ohio
$56.7K +$56.9K +1,462 +2,249%
IA
548
IFP Advisors
Florida
$56.5K -$1.05K -27 -2%
CA
549
CoreCap Advisors
Michigan
$53.4K -$1.32K -34 -2%
TC
550
Truvestments Capital
Florida
$52.6K +$351 +9 +0.6%
20 21
22
23 24