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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
651
Mather Group
Illinois
$1.08K +$1.03K +27 New
BFS
652
Bare Financial Services
Pennsylvania
$1.04K -$2.67K -70 -73%
NFSG
653
Newbridge Financial Services Group
Florida
$1.04K – – –
OAJ
654
Ogorek Anthony Joseph
New York
$1K – – –
UIA
655
Ulland Investment Advisors
Minnesota
$1K – – –
CCM
656
Cloud Capital Management
Washington
$1K +$991 +26 New
RWM
657
Rialto Wealth Management
New York
$918 -$152 -4 -15%
MCM
658
MV Capital Management
Maryland
$798 +$267 +7 +54%
GA
659
Guerra Advisors
Florida
$798 +$762 +20 New
SWM
660
Spire Wealth Management
Virginia
$798 +$762 +20 New
HWA
661
Heartwood Wealth Advisors
Virginia
$758 +$724 +19 New
BHWM
662
Bay Harbor Wealth Management
Maryland
$638 +$191 +5 +45%
SIC
663
SJS Investment Consulting
Ohio
$599 – – –
MEG
664
Millstone Evans Group
Colorado
$559 – – –
STB
665
S&T Bank
Pennsylvania
$559 +$534 +14 New
HIA
666
HFM Investment Advisors
New Jersey
$479 – – –
SHIM
667
Stone House Investment Management
Pennsylvania
$479 – – –
ACA
668
American Capital Advisory
Idaho
$479 +$76 +2 +20%
TPBG
669
Turning Point Benefit Group
Maryland
$349 +$343 +9 New
QL
670
Quarry LP
New York
$160 -$116K -3,051 -100%
NSIM
671
North Star Investment Management
Illinois
$160 – – –
MHR
672
Matthew Hamilton Rosenberg
$120 -$1.98K -52 -95%
RS
673
Rakuten Securities
Japan
$80 – – –
SA
674
Seneschal Advisors
Washington
$80 +$76 +2 New
FGAM
675
Financial Gravity Asset Management
Texas
$40 +$38 +1 New
25 26
27
28 29