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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
651
Rialto Wealth Management
New York
$1.74K +$1.62K +44 New
DPW
652
DiNuzzo Private Wealth
Pennsylvania
$1.54K +$220 +6 +18%
VWM
653
Valley Wealth Managers
New Jersey
$1.3K – – –
SIC
654
SJS Investment Consulting
Ohio
$1.23K +$110 +3 +11%
RWM
655
Raffa Wealth Management
District of Columbia
$1.23K – – –
GFPC
656
Global Financial Private Client
Florida
$1.19K +$771 +21 +233%
MG
657
Mather Group
Illinois
$1.07K – – –
NFSG
658
Newbridge Financial Services Group
Florida
$1.03K -$9.14K -249 -91%
UIA
659
Ulland Investment Advisors
Minnesota
$1K – – –
OAJ
660
Ogorek Anthony Joseph
New York
$1K +$1.21K +33 New
HWP
661
Highline Wealth Partners
California
$791 +$735 +20 New
PWA
662
Principia Wealth Advisory
Texas
$755 +$698 +19 +1,900%
RF
663
Rossby Financial
Florida
$722 +$661 +18 New
CH
664
Cromwell Holdings
Wyoming
$712 +$661 +18 New
FGAM
665
Financial Gravity Asset Management
Texas
$712 +$661 +18 New
CPG
666
Cornerstone Planning Group
New Jersey
$614 +$551 +15 New
MEG
667
Millstone Evans Group
Colorado
$553 – – –
MCM
668
MV Capital Management
Maryland
$475 -$147 -4 -25%
WCM
669
WealthTrak Capital Management
Virginia
$396 +$367 +10 New
WA
670
Whipplewood Advisors
Colorado
$316 -$147 -4 -50%
PWM
671
Parkworth Wealth Management
California
$316 +$110 +3 +60%
BHWM
672
Bay Harbor Wealth Management
Maryland
$276 +$257 +7 New
HIA
673
HFM Investment Advisors
New Jersey
$238 +$220 +6 New
ACA
674
American Capital Advisory
Idaho
$159 +$147 +4 New
HNW
675
High Note Wealth
Minnesota
$119 – – –
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