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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
626
Anfield Capital Management
California
$8.91K +$9.35K +240 New
WIM
627
Westside Investment Management
California
$8.55K +$8.84K +227 New
DWM
628
Darwin Wealth Management
Florida
$8.36K – – –
AAS
629
Ameritas Advisory Services
Nebraska
$7.71K +$8.1K +208 New
FMII
630
Farmers & Merchants Investments Inc
Nebraska
$7.61K +$779 +20 +11%
GJIA
631
Glass Jacobson Investment Advisors
Maryland
$7.43K – – –
TC
632
Trust Company
Kansas
$7.43K – – –
GGI
633
Godsey & Gibb Inc
Virginia
$6.98K – – –
BF
634
BOK Financial
Oklahoma
$6.57K – – –
KWM
635
Kiker Wealth Management
Georgia
$6.5K – – –
CIA
636
Cape Investment Advisory
Georgia
$6.45K – – –
CMA
637
Cedar Mountain Advisors
Oregon
$6.26K +$39 +1 +0.6%
IUHSA
638
Itau Unibanco Holding S.A.
Brazil
$5.87K -$78 -2 -1%
NECFA
639
New England Capital Financial Advisors
Connecticut
$5.83K – – –
CWM
640
Copia Wealth Management
Oregon
$5.13K – – –
AG
641
AmeriFlex Group
Nevada
$4.66K – – –
BFS
642
Bare Financial Services
Pennsylvania
$3.56K +$3.74K +96 New
W
643
WealthCollab
Washington
$3.42K – – –
CSC
644
Caldwell Sutter Capital
California
$3.16K – – –
EP
645
Essential Partners
California
$3.08K +$3.23K +83 New
TCM
646
Tradewinds Capital Management
Washington
$2.85K -$519K -13,331 -99%
MYIA
647
Mount Yale Investment Advisors
Colorado
$2.64K +$2.77K +71 New
FFO
648
Fortitude Family Office
Arizona
$2.49K +$2.61K +67 New
WPA
649
Wealth Preservation Advisors
Tennessee
$2.34K +$467 +12 +24%
AUB
650
Atlantic Union Bankshares
Virginia
$2.15K +$2.26K +58 New
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