We are live on ! Find out more
WTRG icon

Essential Utilities

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
551
Achmea Investment Management
Netherlands
$21K – – –
BC
552
Barrett & Company
Rhode Island
$20K – – –
RDFA
553
Ritter Daniher Financial Advisory
Ohio
$20K – – –
MRCM
554
M&R Capital Management
New Jersey
$19.9K – – –
ME
555
McIlrath & Eck
Washington
$19.7K – – –
CWA
556
Clearview Wealth Advisors
Oregon
$19.6K – – –
DI
557
Disciplined Investments
Oklahoma
$18.8K +$126 +3 +0.6%
CAS
558
Coppell Advisory Solutions
Texas
$18.2K +$19.3K +460 New
JWA
559
JFS Wealth Advisors
Pennsylvania
$17.5K +$965 +23 +6%
EIM
560
Essex Investment Management
Massachusetts
$17K – – –
BCPWM
561
Bradley & Co Private Wealth Management
Florida
$16.9K – – –
PB
562
Pinnacle Bancorp
Nebraska
$16.9K – – –
QC
563
Quent Capital
New York
$16.3K – – –
CSB
564
City State Bank
Iowa
$15K – – –
RF
565
Robbins Farley
New Hampshire
$15K – – –
NF
566
Norwood Financial
Pennsylvania
$15K – – –
C
567
Covestor
United Kingdom
$14K +$1.13K +27 +8%
CFD
568
Creative Financial Designs
Indiana
$13.6K +$2.1K +50 +17%
CWP
569
Concord Wealth Partners
Virginia
$13.4K +$84 +2 +0.6%
NMG
570
New Millennium Group
Utah
$13K +$126 +3 +0.9%
RTC
571
Riverview Trust Company
Washington
$13K – – –
CSPIA
572
Cary Street Partners Investment Advisory
Virginia
$12.5K +$13.1K +312 New
IUHSA
573
Itau Unibanco Holding S.A.
Brazil
$12.1K -$965 -23 -7%
VAG
574
VisionPoint Advisory Group
Texas
$12K +$12.6K +301 New
RMC
575
Resources Management Corp
Connecticut
$12K -$3.36M -80,157 -100%