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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
626
Fortitude Family Office
Arizona
$6.63K -$6K -157 -48%
APFP
627
Action Point Financial Planning
Michigan
$6.47K +$6.61K +173 New
OCWP
628
Owl Creek Wealth Partners
Colorado
$6.13K -$7.64K -200 -56%
NECFA
629
New England Capital Financial Advisors
Connecticut
$6.01K – – –
MG
630
Mather Group
Illinois
$5.4K +$5.38K +141 New
CTB
631
Country Trust Bank
Illinois
$5.36K +$5.34K +140 New
CWM
632
Copia Wealth Management
Oregon
$5.29K – – –
JWM
633
JPL Wealth Management
Colorado
$4.6K -$955 -25 -17%
CSC
634
Caldwell Sutter Capital
California
$4.41K +$1.15K +30 +35%
RWS
635
Retirement Wealth Solutions
Wisconsin
$4.21K -$725 -19 -15%
SIC
636
SJS Investment Consulting
Ohio
$3.87K +$2.56K +67 +197%
SWM
637
SHP Wealth Management
Massachusetts
$3.83K +$3.82K +100 New
W
638
WealthCollab
Washington
$3.52K – – –
CFFP
639
Center for Financial Planning
Michigan
$3.49K -$4.16K -109 -55%
MNA
640
Manning & Napier Advisors
New York
$3.31K +$3.28K +86 New
S
641
Sachetta
Massachusetts
$3.29K +$1.11K +29 +51%
TCM
642
Tradewinds Capital Management
Washington
$3.05K +$38 +1 +1%
CH
643
Cromwell Holdings
Wyoming
$2.99K +$916 +24 +44%
CA
644
Continuum Advisory
Idaho
$2.64K -$330K -8,654 -99%
SC
645
Swan Capital
Florida
$2.64K – – –
BWL
646
Bogart Wealth LLC
Virginia
$2.45K +$1.38K +36 +129%
IA
647
IFG Advisory
Georgia
$2.41K +$2.4K +63 New
SWA
648
SOA Wealth Advisors
New York
$2.07K -$4.01K -105 -66%
BFS
649
Bare Financial Services
Pennsylvania
$2.03K – – –
AW
650
Avion Wealth
Texas
$2K +$2.56K +67 New
24 25
26
27 28