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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
351
SeaCrest Wealth Management
New York
$498K +$48 +1 +0%
FWCM
352
Ferguson Wellman Capital Management
Oregon
$495K -$9.65K -200 -2%
OTL
353
Oak Thistle LLC
New York
$492K +$465K +9,626 New
MAM
354
Meeder Asset Management
Ohio
$488K +$460K +9,536 New
ECM
355
EagleClaw Capital Management
Massachusetts
$486K -$35.1K -727 -7%
D
356
Diversified
Delaware
$485K -$10.2K -212 -2%
PF
357
Phoenix Financial
Israel
$484K -$98K -2,030 -18%
BCM
358
Blume Capital Management
California
$476K -$18.8K -390 -4%
RFA
359
RTD Financial Advisors
Pennsylvania
$465K – – –
MW
360
Marcum Wealth
Ohio
$464K – – –
LWMG
361
Levy Wealth Management Group
Pennsylvania
$462K +$48 +1 +0%
AAS
362
Avantax Advisory Services
Texas
$460K +$10.7K +222 +3%
HWM
363
HB Wealth Management
Georgia
$458K +$3.19K +66 +0.7%
CTC
364
Central Trust Company
Missouri
$455K -$33.8K -700 -7%
SPC
365
Sigma Planning Corp
Michigan
$451K -$98.1K -2,032 -19%
TWP
366
Tower Wealth Partners
Pennsylvania
$451K -$14K -290 -3%
FIA
367
Foundations Investment Advisors
Arizona
$451K -$2.22K -46 -0.5%
FWIA
368
Fort Washington Investment Advisors
Ohio
$448K – – –
CC
369
Cannell & Co
New York
$444K +$36.2K +750 +9%
AWM
370
Axxcess Wealth Management
California
$442K -$84.4K -1,749 -17%
BAM
371
Barrett Asset Management
New York
$430K -$60.3K -1,250 -13%
AWM
372
Apollon Wealth Management
South Carolina
$424K +$531 +11 +0.1%
GJIC
373
Gamble Jones Investment Counsel
California
$418K – – –
SWA
374
Stratos Wealth Advisors
Ohio
$414K -$1.4K -29 -0.4%
GP
375
Girard Partners
Pennsylvania
$413K -$8.01K -166 -2%
13 14
15
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