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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
IUHSA
626
Itau Unibanco Holding S.A.
Brazil
$6.3K – – –
NECFA
627
New England Capital Financial Advisors
Connecticut
$6.26K – – –
TFA
628
Transamerica Financial Advisors
Florida
$5.87K +$5.6K +147 New
JWM
629
JPL Wealth Management
Colorado
$5.79K +$5.53K +145 New
CWM
630
Copia Wealth Management
Oregon
$5.51K – – –
SL
631
Salomon & Ludwin
Virginia
$4.37K +$4.23K +111 New
W
632
WealthCollab
Washington
$3.67K – – –
RWS
633
Retirement Wealth Solutions
Wisconsin
$3.51K +$3.35K +88 New
CSC
634
Caldwell Sutter Capital
California
$3.39K – – –
TIM
635
Thompson Investment Management
Wisconsin
$3.23K +$3.09K +81 New
FFO
636
Fortitude Family Office
Arizona
$3.19K +$496 +13 +19%
TCM
637
Tradewinds Capital Management
Washington
$3.09K +$38 +1 +1%
RDFA
638
Ritter Daniher Financial Advisory
Ohio
$2.67K +$2.55K +67 New
WPA
639
Wealth Preservation Advisors
Tennessee
$2.51K – – –
RF
640
Rossby Financial
Florida
$2.48K +$1.75K +46 +256%
ZBNA
641
Zions Bancorporation, National Association
Utah
$2.47K +$2.36K +62 New
S
642
Sachetta
Massachusetts
$2.27K – – –
CFP
643
Comprehensive Financial Planning
Pennsylvania
$2K – – –
CPG
644
Cornerstone Planning Group
New Jersey
$1.86K +$114 +3 +7%
BIA
645
Bell Investment Advisors
California
$1.76K -$496 -13 -23%
BWL
646
Bogart Wealth LLC
Virginia
$1.65K – – –
CH
647
Cromwell Holdings
Wyoming
$1.48K – – –
DPW
648
DiNuzzo Private Wealth
Pennsylvania
$1.34K -$76 -2 -6%
RWM
649
Raffa Wealth Management
District of Columbia
$1.24K – – –
PWA
650
Principia Wealth Advisory
Texas
$1.08K -$724 -19 -41%
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