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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
RTL
626
Red Tortoise LLC
Georgia
$3.77K +$3.58K +79 New
GWS
627
Glassman Wealth Services
Virginia
$3.58K +$407 +9 +14%
TCM
628
Tradewinds Capital Management
Washington
$3.38K +$45 +1 +1%
USCWA
629
U.S. Capital Wealth Advisors
Texas
$2.96K +$2.81K +62 New
SC
630
Schubert & Co
Texas
$2.63K -$136 -3 -5%
DFCM
631
Dark Forest Capital Management
Puerto Rico
$1.91K +$1.81K +40 New
HCP
632
Hexagon Capital Partners
Arkansas
$1.53K -$1.22K -27 -46%
RWM
633
Raffa Wealth Management
District of Columbia
$1.48K – – –
SIC
634
SJS Investment Consulting
Ohio
$1.19K +$498 +11 +79%
FHA
635
First Horizon Advisors
Tennessee
$1.15K -$9.51K -210 -90%
AW
636
Avion Wealth
Texas
$1K – – –
SC
637
Sierra Capital
Florida
$1K – – –
UIA
638
Ulland Investment Advisors
Minnesota
$1K – – –
WAS
639
Winch Advisory Services
Wisconsin
$1K – – –
SFG
640
Steward Financial Group
Texas
$1K +$1.81K +40 New
AWM
641
Avior Wealth Management
Nebraska
$825 – – –
TCWA
642
Ten Capital Wealth Advisors
Washington
$811 +$770 +17 New
FFA
643
Farther Finance Advisors
California
$573 +$543 +12 New
PFPT
644
Pinnacle Financial Partners (Tennessee)
Tennessee
$573 +$543 +12 New
PFBT
645
Parkside Financial Bank & Trust
Missouri
$477 – – –
TAM
646
Tucker Asset Management
Colorado
$436 – – –
MPCL
647
My Personal CFO LLC
Washington
$382 +$362 +8 New
TWD
648
True Wealth Design
Ohio
$286 +$272 +6 New
CMA
649
Cedar Mountain Advisors
Oregon
$44 +$45 +1 New
WIM
650
Westside Investment Management
California
$7 – – –
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