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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
BGAI
651
Bruce G. Allen Investments
Colorado
$3.14K -$5.67K -144 -65%
SC
652
Swan Capital
Florida
$2.78K -$7.6K -193 -74%
FG
653
Fairman Group
Pennsylvania
$2.58K – – –
S
654
Sachetta
Massachusetts
$2.3K – – –
CH
655
Cromwell Holdings
Wyoming
$2.17K +$669 +17 +46%
BFS
656
Bare Financial Services
Pennsylvania
$2.13K +$1.06K +27 +104%
IWS
657
Intentional Wealth Strategies
Colorado
$2.01K +$1.97K +50 New
SIM
658
Synergy Investment Management
Florida
$2.01K +$1.97K +50 New
CFP
659
Comprehensive Financial Planning
Pennsylvania
$2.01K – – –
BIA
660
Bell Investment Advisors
California
$1.77K – – –
BCWM
661
Bartlett & Co Wealth Management
Ohio
$1.59K +$1.65K +42 New
OCM
662
Osbon Capital Management
Massachusetts
$1.49K – – –
AW
663
Ankerstar Wealth
Texas
$1.45K – – –
DPW
664
DiNuzzo Private Wealth
Pennsylvania
$1.37K – – –
SIC
665
SJS Investment Consulting
Ohio
$1.37K +$748 +19 +127%
SEP
666
Signature Equity Partners
Ohio
$1.37K – – –
RWM
667
Raffa Wealth Management
District of Columbia
$1.37K +$118 +3 +10%
SG
668
Sankala Group
Colorado
$1.15K – – –
BWL
669
Bogart Wealth LLC
Virginia
$1.12K -$551 -14 -33%
CPG
670
Cornerstone Planning Group
New Jersey
$1.09K +$1.14K +29 New
BHWM
671
Bay Harbor Wealth Management
Maryland
$1.05K +$354 +9 +53%
OAJ
672
Ogorek Anthony Joseph
New York
$1K – – –
RWM
673
Rialto Wealth Management
New York
$886 -$39 -1 -4%
MCM
674
MV Capital Management
Maryland
$846 +$39 +1 +5%
TFA
675
Transamerica Financial Advisors
Florida
$805 -$2.09K -53 -73%
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