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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
626
Sandy Spring Bank
Maryland
$6K – – –
VCM
627
Versant Capital Management
Arizona
$6K – – –
BIA
628
Bell Investment Advisors
California
$6K +$1.99K +41 +52%
PFGIA
629
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$2.33K +48 +66%
BA
630
Bivin & Associates
Oklahoma
$6K +$5K +103 New
IBOK
631
Independence Bank of Kentucky
Kentucky
$5K – – –
GWS
632
Glassman Wealth Services
Virginia
$5K +$1.6K +33 +53%
ME
633
McIlrath & Eck
Washington
$4K – – –
CAL
634
Capital Analysts LLC
Pennsylvania
$4K +$49 +1 +1%
DWA
635
Delos Wealth Advisors
Texas
$3K +$2.28K +47 New
CFO
636
CVA Family Office
Colorado
$2K +$1.7K +35 New
RPCONE
637
Retirement Planning Company of New England
Rhode Island
$2K +$2.23K +46 New
RWM
638
Raffa Wealth Management
District of Columbia
$1.66K – – –
FHA
639
First Horizon Advisors
Tennessee
$1K -$388 -8 -44%
FMP
640
Financial Management Professionals
Texas
$1K – – –
VNA
641
Valley National Advisers
Pennsylvania
$1K – – –
WAS
642
Winch Advisory Services
Wisconsin
$1K – – –
PFBT
643
Parkside Financial Bank & Trust
Missouri
$1K +$534 +11 New
DFCM
644
Dark Forest Capital Management
Puerto Rico
$1K +$728 +15 New
CFRPA
645
Castle Financial & Retirement Planning Associates
New Jersey
$1K +$923 +19 New
SC
646
Schubert & Co
Texas
$1K +$1.02K +21 New
CP
647
Castleview Partners
Texas
$285 +$743K +15,301 New
BBHC
648
Brown Brothers Harriman & Co
New York
$25 – – –
HF
649
HRT Financial
New York
– -$13.3M -289,378 Closed
4WM
650
44 Wealth Management
Oregon
– -$5.41M -117,399 Closed
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