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Essential Utilities

Name Holding Trade Value Shares
Change
Change in
Stake
DI
551
Disciplined Investments
Oklahoma
$20K – – –
PB
552
Pinnacle Bancorp
Nebraska
$19K – – –
EI
553
Ellevest Inc
New York
$19K +$6.55K +145 +53%
VFA
554
Valeo Financial Advisors
Indiana
$19K +$10.5K +232 +125%
IA
555
IFP Advisors
Florida
$18K -$49.1K -1,088 -74%
MWM
556
Mascoma Wealth Management
New Hampshire
$18K +$18K +399 New
IAIM
557
International Assets Investment Management
Florida
$17K – – –
RMC
558
Resources Management Corp
Connecticut
$16K +$2.57K +57 +19%
Carson Wealth (CWM LLC)
559
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
CFFP
560
Center for Financial Planning
Michigan
$15K – – –
JWA
561
JFS Wealth Advisors
Pennsylvania
$14K – – –
CB
562
CNB Bank
Pennsylvania
$13K – – –
BCA
563
Berman Capital Advisors
Georgia
$13K +$45 +1 +0.3%
GAM
564
Grandview Asset Management
Pennsylvania
$13K +$13.4K +296 New
BFC
565
Bedel Financial Consulting
Indiana
$12K +$90 +2 +0.8%
CCM
566
Covington Capital Management
California
$11K -$2.26K -50 -17%
GAM
567
Gemmer Asset Management
California
$11K – – –
EW
568
Evoke Wealth
California
$11K +$5.01K +111 +84%
Bessemer Group
569
Bessemer Group
New Jersey
$10K +$10.2K +225 New
VCM
570
Versant Capital Management
Arizona
$9K – – –
RWG
571
Regal Wealth Group
California
$9K +$8.58K +190 New
ACA
572
Atlas Capital Advisors
Wyoming
$8.95K +$9.03K +200 New
EARNEST Partners
573
EARNEST Partners
Georgia
$8K – – –
NFSG
574
Newbridge Financial Services Group
Florida
$8K +$406 +9 +5%
LC
575
Lindbrook Capital
California
$8K +$452 +10 +6%