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Essential Utilities

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
676
Rialto Wealth Management
New York
$883 – – –
MCM
677
MV Capital Management
Maryland
$768 – – –
SWM
678
Spire Wealth Management
Virginia
$767 – – –
BHWM
679
Bay Harbor Wealth Management
Maryland
$652 +$39 +1 +6%
SIC
680
SJS Investment Consulting
Ohio
$576 – – –
MEG
681
Millstone Evans Group
Colorado
$537 – – –
FC
682
Financial Consulate
Maryland
$499 +$512 +13 New
GFA
683
Godfrey Financial Associates
New York
$499 +$512 +13 New
HIA
684
HFM Investment Advisors
New Jersey
$461 – – –
SHIM
685
Stone House Investment Management
Pennsylvania
$460 – – –
TPBG
686
Turning Point Benefit Group
Maryland
$345 – – –
ACA
687
American Capital Advisory
Idaho
$307 -$157 -4 -33%
DF
688
Dunhill Financial
United Kingdom
$246 +$236 +6 New
NSIM
689
North Star Investment Management
Illinois
$153 – – –
HFS
690
Hughes Financial Services
Virginia
$115 +$118 +3 New
RS
691
Rakuten Securities
Japan
$77 – – –
SA
692
Seneschal Advisors
Washington
$77 – – –
FGAM
693
Financial Gravity Asset Management
Texas
$38 – – –
RCM
694
Raleigh Capital Management
North Carolina
$38 – – –
TIA
695
Tandem Investment Advisors
South Carolina
– -$37.9M -948,863 Closed
BBL
696
Beck Bode LLC
Massachusetts
– -$19.6M -491,864 Closed
ACG
697
Aventail Capital Group
New York
– -$18.1M -454,461 Closed
Renaissance Technologies
698
Renaissance Technologies
New York
– -$12.2M -305,317 Closed
Robeco Institutional Asset Management
699
Robeco Institutional Asset Management
Netherlands
– -$10.9M -272,680 Closed
SC
700
SummitTX Capital
Texas
– -$10.6M -265,394 Closed