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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
351
Teza Capital Management
Illinois
$499K -$73K -1,513 -13%
SWM
352
SeaCrest Wealth Management
New York
$498K +$48 +1 +0%
FWCM
353
Ferguson Wellman Capital Management
Oregon
$495K -$9.65K -200 -2%
OTL
354
Oak Thistle LLC
New York
$492K +$465K +9,626 New
MAM
355
Meeder Asset Management
Ohio
$488K +$460K +9,536 New
ECM
356
EagleClaw Capital Management
Massachusetts
$486K -$35.1K -727 -7%
D
357
Diversified
Delaware
$485K -$10.2K -212 -2%
PF
358
Phoenix Financial
Israel
$484K -$98K -2,030 -18%
BCM
359
Blume Capital Management
California
$476K -$18.8K -390 -4%
RFA
360
RTD Financial Advisors
Pennsylvania
$465K – – –
MW
361
Marcum Wealth
Ohio
$464K – – –
LWMG
362
Levy Wealth Management Group
Pennsylvania
$462K +$48 +1 +0%
AAS
363
Avantax Advisory Services
Texas
$460K +$10.7K +222 +3%
HWM
364
HB Wealth Management
Georgia
$458K +$3.19K +66 +0.7%
CTC
365
Central Trust Company
Missouri
$455K -$33.8K -700 -7%
SPC
366
Sigma Planning Corp
Michigan
$451K -$98.1K -2,032 -19%
TWP
367
Tower Wealth Partners
Pennsylvania
$451K -$14K -290 -3%
FIA
368
Foundations Investment Advisors
Arizona
$451K -$2.22K -46 -0.5%
FWIA
369
Fort Washington Investment Advisors
Ohio
$448K – – –
CC
370
Cannell & Co
New York
$444K +$36.2K +750 +9%
AWM
371
Axxcess Wealth Management
California
$442K -$84.4K -1,749 -17%
BAM
372
Barrett Asset Management
New York
$430K -$60.3K -1,250 -13%
AWM
373
Apollon Wealth Management
South Carolina
$424K +$531 +11 +0.1%
GJIC
374
Gamble Jones Investment Counsel
California
$418K – – –
SWA
375
Stratos Wealth Advisors
Ohio
$414K -$1.4K -29 -0.4%
13 14
15
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