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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
301
Solaris Asset Management
New York
$41K -$2.62K -100 -6%
RFA
302
Reilly Financial Advisors
California
$41K +$21.3K +812 +94%
AF
303
Allworth Financial
California
$31K – – –
MMG
304
Monetary Management Group
Missouri
$28K – – –
KCM
305
Karp Capital Management
California
$26K +$157 +6 +0.6%
PG
306
Patten Group
Tennessee
$24.5K +$26.2K +1,000 New
IAMA
307
Impax Asset Management (AIFM)
United Kingdom
$24.2K +$26K +990 New
LWA
308
Lenox Wealth Advisors
New York
$24K +$157 +6 +0.6%
CTC
309
Central Trust Company
Missouri
$23K -$3.28K -125 -12%
BBHC
310
Brown Brothers Harriman & Co
New York
$22K – – –
BCM
311
Brookstone Capital Management
Illinois
$22K +$23.5K +895 New
NC
312
NewSquare Capital
Pennsylvania
$21K – – –
MA
313
MCF Advisors
Kentucky
$18K – – –
QAM
314
QCI Asset Management
New York
$15K – – –
BC
315
Bartlett & Co
Ohio
$12K – – –
WCM
316
Wealthcare Capital Management
Virginia
$11K -$351K -13,375 -97%
VFA
317
Virtus Fund Advisers
Connecticut
$11K -$77.8K -2,965 -87%
ACS
318
Archford Capital Strategies
Illinois
$11K +$79 +3 +0.7%
W
319
Wealthfront
California
$10K +$3.99K +152 +58%
EWM
320
Evercore Wealth Management
New York
$10K +$10.6K +404 New
CF
321
CenterStar Fund
Illinois
$9K – – –
RIA
322
Regal Investment Advisors
Michigan
$9K – – –
SIG
323
Stanford Investment Group
California
$9K – – –
AC
324
Alexandria Capital
Virginia
$9K +$52 +2 +0.6%
GAM
325
Gemmer Asset Management
California
$8K -$4.67K -178 -36%
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