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Essential Utilities

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
551
Carson Wealth (CWM LLC)
Nebraska
$15K
JWA
552
JFS Wealth Advisors
Pennsylvania
$15K
CFD
553
Creative Financial Designs
Indiana
$15K +$14.1K +317 +31,700%
CCM
554
Covington Capital Management
California
$14K -$2.22K -50 -14%
CB
555
CNB Bank
Pennsylvania
$14K
RMC
556
Resources Management Corp
Connecticut
$14K
BCA
557
Berman Capital Advisors
Georgia
$14K +$844 +19 +7%
EI
558
Ellevest Inc
New York
$13K -$4.22K -95 -26%
BFC
559
Bedel Financial Consulting
Indiana
$13K
GAM
560
Gemmer Asset Management
California
$12K
SQA
561
Simon Quick Advisors
New Jersey
$12K
VCG
562
Vantage Consulting Group
Virginia
$12K +$11.2K +253 New
IA
563
Inspire Advisors
Idaho
$11K +$9.91K +223 New
OSAM
564
O'Shaughnessy Asset Management
Connecticut
$10K +$533 +12 +6%
NFSG
565
Newbridge Financial Services Group
Florida
$9K -$2.67K -60 -25%
AF
566
Advisornet Financial
Minnesota
$9K
PFGIA
567
Patriot Financial Group Insurance Agency
Massachusetts
$9K
VCM
568
Versant Capital Management
Arizona
$9K
VFA
569
Valeo Financial Advisors
Indiana
$9K +$44 +1 +0.5%
IBOK
570
Independence Bank of Kentucky
Kentucky
$9K +$8.88K +200 New
EARNEST Partners
571
EARNEST Partners
Georgia
$8K
LC
572
Lindbrook Capital
California
$8K +$711 +16 +10%
RPWA
573
Regent Peak Wealth Advisors
Georgia
$8K +$7.2K +162 New
TC
574
Trust Company
Kansas
$7K +$6.66K +150 New
CTB
575
Country Trust Bank
Illinois
$6K