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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
651
Tradewinds Capital Management
Washington
$3.18K +$39 +1 +1%
BGAI
652
Bruce G. Allen Investments
Colorado
$3.14K -$5.67K -144 -65%
SC
653
Swan Capital
Florida
$2.78K -$7.6K -193 -74%
FG
654
Fairman Group
Pennsylvania
$2.58K – – –
S
655
Sachetta
Massachusetts
$2.3K – – –
CH
656
Cromwell Holdings
Wyoming
$2.17K +$669 +17 +46%
BFS
657
Bare Financial Services
Pennsylvania
$2.13K +$1.06K +27 +104%
IWS
658
Intentional Wealth Strategies
Colorado
$2.01K +$1.97K +50 New
SIM
659
Synergy Investment Management
Florida
$2.01K +$1.97K +50 New
CFP
660
Comprehensive Financial Planning
Pennsylvania
$2.01K – – –
BIA
661
Bell Investment Advisors
California
$1.77K – – –
BCWM
662
Bartlett & Co Wealth Management
Ohio
$1.59K +$1.65K +42 New
OCM
663
Osbon Capital Management
Massachusetts
$1.49K – – –
AW
664
Ankerstar Wealth
Texas
$1.45K – – –
DPW
665
DiNuzzo Private Wealth
Pennsylvania
$1.37K – – –
SIC
666
SJS Investment Consulting
Ohio
$1.37K +$748 +19 +127%
SEP
667
Signature Equity Partners
Ohio
$1.37K – – –
RWM
668
Raffa Wealth Management
District of Columbia
$1.37K +$118 +3 +10%
SG
669
Sankala Group
Colorado
$1.15K – – –
PWA
670
Principia Wealth Advisory
Texas
$1.13K – – –
BWL
671
Bogart Wealth LLC
Virginia
$1.12K -$551 -14 -33%
CPG
672
Cornerstone Planning Group
New Jersey
$1.09K +$1.14K +29 New
BHWM
673
Bay Harbor Wealth Management
Maryland
$1.05K +$354 +9 +53%
OAJ
674
Ogorek Anthony Joseph
New York
$1K – – –
RWM
675
Rialto Wealth Management
New York
$886 -$39 -1 -4%
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