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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
RI
626
Ridgewood Investments
New Jersey
$2.75K +$2.84K +63 New
VWM
627
Venturi Wealth Management
Texas
$2.59K +$2.66K +59 New
SWA
628
Sutton Wealth Advisors
Florida
$2.58K -$20.9K -464 -89%
FFA
629
Farther Finance Advisors
California
$2.44K +$1.99K +44 +367%
WWP
630
WR Wealth Planners
Missouri
$2.18K +$2.26K +50 New
SFG
631
Steward Financial Group
Texas
$2K +$947 +21 +53%
SC
632
Schubert & Co
Texas
$1.88K -$541 -12 -22%
RWM
633
Raffa Wealth Management
District of Columbia
$1.35K – – –
SIC
634
SJS Investment Consulting
Ohio
$1.22K +$135 +3 +12%
NFSG
635
Newbridge Financial Services Group
Florida
$1.14K -$23.4K -519 -95%
HCP
636
Hexagon Capital Partners
Arkansas
$1.09K -$316 -7 -22%
UIA
637
Ulland Investment Advisors
Minnesota
$1K – – –
VNA
638
Valley National Advisers
Pennsylvania
$1K – – –
WAS
639
Winch Advisory Services
Wisconsin
$1K – – –
TFA
640
Transamerica Financial Advisors
Florida
$1K +$45 +1 New
AW
641
Avion Wealth
Texas
$1K +$451 +10 +36%
PVH
642
Psagot Value Holdings
Israel
$1K +$541 +12 New
AWM
643
Avior Wealth Management
Nebraska
$760 – – –
PFPT
644
Pinnacle Financial Partners (Tennessee)
Tennessee
$524 – – –
PFBT
645
Parkside Financial Bank & Trust
Missouri
$437 – – –
EWA
646
EverSource Wealth Advisors
Alabama
$437 +$451 +10 New
FHA
647
First Horizon Advisors
Tennessee
$436 -$632 -14 -58%
TWD
648
True Wealth Design
Ohio
$262 – – –
CMA
649
Cedar Mountain Advisors
Oregon
$86 +$45 +1 +100%
FGAM
650
Financial Gravity Asset Management
Texas
$37 -$180 -4 -8%
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