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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
626
Westside Investment Management
California
$8.55K +$8.84K +227 New
DWM
627
Darwin Wealth Management
Florida
$8.36K – – –
AAS
628
Ameritas Advisory Services
Nebraska
$7.71K +$8.1K +208 New
FMII
629
Farmers & Merchants Investments Inc
Nebraska
$7.61K +$779 +20 +11%
GJIA
630
Glass Jacobson Investment Advisors
Maryland
$7.43K – – –
TC
631
Trust Company
Kansas
$7.43K – – –
GGI
632
Godsey & Gibb Inc
Virginia
$6.98K – – –
BF
633
BOK Financial
Oklahoma
$6.57K – – –
KWM
634
Kiker Wealth Management
Georgia
$6.5K – – –
CIA
635
Cape Investment Advisory
Georgia
$6.45K – – –
CMA
636
Cedar Mountain Advisors
Oregon
$6.26K +$39 +1 +0.6%
IUHSA
637
Itau Unibanco Holding S.A.
Brazil
$5.87K -$78 -2 -1%
NECFA
638
New England Capital Financial Advisors
Connecticut
$5.83K – – –
CWM
639
Copia Wealth Management
Oregon
$5.13K – – –
AG
640
AmeriFlex Group
Nevada
$4.66K – – –
BFS
641
Bare Financial Services
Pennsylvania
$3.56K +$3.74K +96 New
W
642
WealthCollab
Washington
$3.42K – – –
CSC
643
Caldwell Sutter Capital
California
$3.16K – – –
EP
644
Essential Partners
California
$3.08K +$3.23K +83 New
TCM
645
Tradewinds Capital Management
Washington
$2.85K -$519K -13,331 -99%
MYIA
646
Mount Yale Investment Advisors
Colorado
$2.64K +$2.77K +71 New
FFO
647
Fortitude Family Office
Arizona
$2.49K +$2.61K +67 New
WPA
648
Wealth Preservation Advisors
Tennessee
$2.34K +$467 +12 +24%
AUB
649
Atlantic Union Bankshares
Virginia
$2.15K +$2.26K +58 New
S
650
Sachetta
Massachusetts
$2.12K -$273 -7 -11%
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