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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
326
Benjamin F. Edwards & Company
Missouri
$149K – – –
WT
327
Whittier Trust
California
$131K – – –
CHC
328
City Holding Co
West Virginia
$128K – – –
APSP
329
Asset Planning Services (Pennsylvania)
Pennsylvania
$121K – – –
FPFS
330
First Personal Financial Services
North Carolina
$109K +$40.2K +1,200 +58%
AIM
331
Anchor Investment Management
South Carolina
$107K – – –
JCM
332
Jacobi Capital Management
Pennsylvania
$104K +$25.3K +755 +33%
PFSC
333
Peoples Financial Services Corp
Pennsylvania
$97K -$8.38K -250 -8%
HDIM
334
Hanson & Doremus Investment Management
Vermont
$94K – – –
AAM
335
Advisors Asset Management
Colorado
$91K -$61.8K -1,843 -40%
HI
336
Hudock Inc
Pennsylvania
$89K – – –
ARMT
337
Amica Retiree Medical Trust
Rhode Island
$78K – – –
LWCFA
338
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$78K – – –
CB
339
Community Bank
New York
$77K – – –
WEC
340
Winslow Evans & Crocker
Massachusetts
$69.5K -$55.1K -1,644 -44%
BONST
341
Bank of Nova Scotia Trust
Ontario, Canada
$69K +$69.8K +2,082 New
SIC
342
Salem Investment Counselors
North Carolina
$67K – – –
WAM
343
Wealthspire Advisors (Maryland)
Maryland
$67K +$3.92K +117 +6%
EMG
344
ETF Managers Group
New Jersey
$55K +$4.59K +137 +9%
PWM
345
Perigon Wealth Management
California
$54K -$758K -22,629 -93%
ACM
346
Armbruster Capital Management
New York
$53K – – –
WB
347
Webster Bank
Connecticut
$52K – – –
EWM
348
Endurance Wealth Management
Rhode Island
$50K – – –
TCOV
349
Trust Company of Vermont
Vermont
$50K – – –
YWP
350
YorkBridge Wealth Partners
New York
$49K – – –
12 13
14
15 16