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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
626
Private Wealth Management Group
New Jersey
$9.28K – – –
ACM
627
Anfield Capital Management
California
$9.21K – – –
FMII
628
Farmers & Merchants Investments Inc
Nebraska
$9.21K +$590 +15 +7%
BGAI
629
Bruce G. Allen Investments
Colorado
$8.52K – – –
MAM
630
Meeder Asset Management
Ohio
$7.98K -$984 -25 -11%
TC
631
Trust Company
Kansas
$7.67K – – –
AIC
632
Archer Investment Corporation
Indiana
$7.26K +$39 +1 +0.5%
GGI
633
Godsey & Gibb Inc
Virginia
$7.21K – – –
CIA
634
Cape Investment Advisory
Georgia
$6.66K +$6.85K +174 New
CMA
635
Cedar Mountain Advisors
Oregon
$6.58K +$39 +1 +0.6%
IUHSA
636
Itau Unibanco Holding S.A.
Brazil
$6.56K +$512 +13 +8%
SWA
637
SOA Wealth Advisors
New York
$6.27K -$4.76K -121 -43%
OP
638
ORG Partners
Indiana
$6.14K +$6.3K +160 New
NECFA
639
New England Capital Financial Advisors
Connecticut
$6.02K – – –
FFO
640
Fortitude Family Office
Arizona
$5.45K +$2.44K +62 +78%
CWM
641
Copia Wealth Management
Oregon
$5.29K – – –
SL
642
Salomon & Ludwin
Virginia
$4.2K – – –
KFAS
643
Keating Financial Advisory Services
Kansas
$4.18K +$4.29K +109 New
W
644
WealthCollab
Washington
$3.53K – – –
RF
645
Rossby Financial
Florida
$3.5K +$1.06K +27 +42%
GAFA
646
Garton & Associates Financial Advisors
Kentucky
$3.44K +$3.54K +90 New
CSC
647
Caldwell Sutter Capital
California
$3.26K – – –
TIM
648
Thompson Investment Management
Wisconsin
$3.11K – – –
ZP
649
Zimmer Partners
New York
$3.07K +$3.15K +80 New
TCM
650
Tradewinds Capital Management
Washington
$3K – – –
24 25
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