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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
351
TrinityPoint Wealth
Connecticut
$401K – – –
AAS
352
Avantax Advisory Services
Texas
$401K +$102K +2,369 +36%
KC
353
Kingfisher Capital
North Carolina
$400K +$1.46K +34 +0.4%
HSA
354
HBK Sorce Advisory
Pennsylvania
$399K +$5.84K +136 +2%
VFA
355
Voya Financial Advisors
Connecticut
$397K +$150K +3,483 +64%
CCM
356
Cribstone Capital Management
Maine
$391K – – –
LDFR
357
Lehman & Derafelo Financial Resources
Pennsylvania
$390K +$3.39K +79 +0.9%
FIA
358
Foundations Investment Advisors
Arizona
$390K +$374K +8,704 New
LNWWM
359
Laird Norton Wetherby Wealth Management
California
$389K +$2.45K +57 +0.7%
BAM
360
Barrett Asset Management
New York
$389K +$93.2K +2,170 +33%
BFM
361
Boothbay Fund Management
New York
$389K +$372K +8,668 New
TC
362
TradeLink Capital
Illinois
$386K +$369K +8,600 New
AF
363
Affiance Financial
Minnesota
$380K – – –
ATC
364
Argent Trust Co
Tennessee
$378K +$362K +8,438 New
CB
365
Community Bank
New York
$372K – – –
ACM
366
Advisors Capital Management
New Jersey
$372K +$356K +8,299 New
BCCM
367
Bridge Creek Capital Management
Massachusetts
$371K – – –
GJIC
368
Gamble Jones Investment Counsel
California
$366K – – –
OBWP
369
O'Brien Wealth Partners
Massachusetts
$365K – – –
CEP
370
Chicago Equity Partners
Illinois
$360K +$345K +8,040 New
SI
371
Stephens Inc
Arkansas
$359K -$4.34K -101 -1%
WSCM
372
Wellington Shields Capital Management
New York
$355K – – –
RMDI
373
R.M. Davis Inc
Maine
$350K +$83.4K +1,942 +33%
OAM
374
Oppenheimer Asset Management
New York
$347K +$6.7K +156 +2%
FA
375
FCG Advisors
New Jersey
$346K +$86 +2 +0%
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