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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
601
Colonial Trust
South Carolina
$13.4K +$12.7K +280 New
BAAM
602
Baker Avenue Asset Management
California
$13.2K +$12.5K +277 New
LC
603
Lindbrook Capital
California
$12.5K +$5.61K +124 +91%
AWM
604
Accurate Wealth Management
Florida
$12.3K +$11.4K +251 New
TWC
605
TD Waterhouse Canada
Ontario, Canada
$11.3K – – –
NL
606
NVWM LLC
Pennsylvania
$10.6K -$45 -1 -0.5%
SWM
607
Spire Wealth Management
Virginia
$10K – – –
OCM
608
Osterweis Capital Management
California
$9.83K – – –
SC
609
SouthState Corp
Florida
$9.59K – – –
GJIA
610
Glass Jacobson Investment Advisors
Maryland
$9.55K +$9.05K +200 New
TSW
611
Thompson Siegel & Walmsley
Virginia
$9K – – –
GGI
612
Godsey & Gibb Inc
Virginia
$8.97K +$8.51K +188 New
GRP
613
Global Retirement Partners
California
$7.41K -$4.75K -105 -40%
MCA
614
Maryland Capital Advisors
Maryland
$7.16K – – –
GKIM
615
GW&K Investment Management
Massachusetts
$7K – – –
LSA
616
Lansing Street Advisors
Pennsylvania
$6.76K +$91 +2 +1%
LFG
617
Larson Financial Group
Missouri
$6.59K – – –
IGWM
618
ICA Group Wealth Management
Colorado
$5.97K +$5.66K +125 New
VCM
619
Versant Capital Management
Arizona
$5.49K -$272 -6 -5%
MAWCM
620
Mine & Arao Wealth Creation & Management
California
$5.39K +$45 +1 +0.9%
FMII
621
Farmers & Merchants Investments Inc
Nebraska
$5.11K -$136 -3 -3%
MPWT
622
MassMutual Private Wealth & Trust
Connecticut
$5K -$1.68K -37 -26%
BIA
623
Bell Investment Advisors
California
$4.96K -$5.21K -115 -53%
CS
624
Comerica Securities
Michigan
$3.92K +$3.71K +82 New
RTL
625
Red Tortoise LLC
Georgia
$3.77K +$3.58K +79 New
23 24
25
26 27