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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
601
Piershale Financial Group
Illinois
$13.6K +$12.9K +285 New
CT
602
Colonial Trust
South Carolina
$13.4K +$12.7K +280 New
BAAM
603
Baker Avenue Asset Management
California
$13.2K +$12.5K +277 New
LC
604
Lindbrook Capital
California
$12.5K +$5.61K +124 +91%
AWM
605
Accurate Wealth Management
Florida
$12.3K +$11.4K +251 New
TWC
606
TD Waterhouse Canada
Ontario, Canada
$11.3K – – –
NL
607
NVWM LLC
Pennsylvania
$10.6K -$45 -1 -0.5%
SWM
608
Spire Wealth Management
Virginia
$10K – – –
OCM
609
Osterweis Capital Management
California
$9.83K – – –
SC
610
SouthState Corp
Florida
$9.59K – – –
GJIA
611
Glass Jacobson Investment Advisors
Maryland
$9.55K +$9.05K +200 New
TSW
612
Thompson Siegel & Walmsley
Virginia
$9K – – –
GGI
613
Godsey & Gibb Inc
Virginia
$8.97K +$8.51K +188 New
GRP
614
Global Retirement Partners
California
$7.41K -$4.75K -105 -40%
MCA
615
Maryland Capital Advisors
Maryland
$7.16K – – –
GKIM
616
GW&K Investment Management
Massachusetts
$7K – – –
LSA
617
Lansing Street Advisors
Pennsylvania
$6.76K +$91 +2 +1%
LFG
618
Larson Financial Group
Missouri
$6.59K – – –
IGWM
619
ICA Group Wealth Management
Colorado
$5.97K +$5.66K +125 New
VCM
620
Versant Capital Management
Arizona
$5.49K -$272 -6 -5%
MAWCM
621
Mine & Arao Wealth Creation & Management
California
$5.39K +$45 +1 +0.9%
FMII
622
Farmers & Merchants Investments Inc
Nebraska
$5.11K -$136 -3 -3%
MPWT
623
MassMutual Private Wealth & Trust
Connecticut
$5K -$1.68K -37 -26%
BIA
624
Bell Investment Advisors
California
$4.96K -$5.21K -115 -53%
CS
625
Comerica Securities
Michigan
$3.92K +$3.71K +82 New
23 24
25
26 27