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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
S
601
Sachetta
Massachusetts
$1.24K -$2.48K -64 -65%
DPW
602
DiNuzzo Private Wealth
Pennsylvania
$1.2K -$39 -1 -3%
VWM
603
Valley Wealth Managers
New Jersey
$1.2K – – –
RWM
604
Raffa Wealth Management
District of Columbia
$1.13K – – –
SIC
605
SJS Investment Consulting
Ohio
$1.02K -$78 -2 -7%
UIA
606
Ulland Investment Advisors
Minnesota
$1K – – –
MG
607
Mather Group
Illinois
$981 – – –
AWM
608
Avior Wealth Management
Nebraska
$944 -$9.28K -239 -90%
MCM
609
MV Capital Management
Maryland
$582 +$155 +4 +33%
TWD
610
True Wealth Design
Ohio
$545 – – –
MEG
611
Millstone Evans Group
Colorado
$508 +$543 +14 New
NC
612
NewSquare Capital
Pennsylvania
$400 +$427 +11 New
GFPC
613
Global Financial Private Client
Florida
$327 +$349 +9 New
WA
614
Whipplewood Advisors
Colorado
$291 +$310 +8 New
LFG
615
Larson Financial Group
Missouri
$182 -$310 -8 -62%
PWM
616
Parkworth Wealth Management
California
$182 +$194 +5 New
RS
617
Rakuten Securities
Japan
$109 +$39 +1 +50%
HNW
618
High Note Wealth
Minnesota
$109 +$116 +3 New
CAWM
619
Capital A Wealth Management
Pennsylvania
$73 +$78 +2 New
AWM
620
Activest Wealth Management
Florida
$36 +$39 +1 New
PWA
621
Principia Wealth Advisory
Texas
$36 +$39 +1 New
TC
622
TwinBeech Capital
New York
– -$13.9M -360,298 Closed
HF
623
HRT Financial
New York
– -$7.87M -204,105 Closed
WAM
624
Weiss Asset Management
Massachusetts
– -$7.3M -189,286 Closed
CCIA
625
Campbell & Co Investment Adviser
Maryland
– -$6.16M -159,738 Closed
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