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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
376
Advisory Services Network
Georgia
$279K +$16.9K +399 +6%
CCFCSB
377
Cape Cod Five Cents Savings Bank
Massachusetts
$278K -$84.5K -2,000 -23%
BSW
378
Buckingham Strategic Wealth
Missouri
$273K -$20.6K -487 -7%
PWLP
379
Prio Wealth Limited Partnership
Massachusetts
$269K – – –
LBC
380
Lowe Brockenbrough & Co
Virginia
$268K – – –
AIM
381
Aigen Investment Management
New York
$265K +$265K +6,264 New
ATC
382
Argent Trust Co
Tennessee
$264K – – –
CG
383
Caprock Group
Idaho
$258K +$25.7K +609 +11%
CCA
384
Conestoga Capital Advisors
Pennsylvania
$257K – – –
V
385
Veritable
Delaware
$257K +$4.14K +98 +2%
MCM
386
Mainstay Capital Management
Michigan
$256K +$256K +6,065 New
CRIG
387
Charter Research & Investment Group
Connecticut
$250K – – –
QI
388
QS Investors
New York
$250K +$249K +5,900 New
FPCG
389
Fort Pitt Capital Group
Pennsylvania
$246K – – –
GWM
390
Geneos Wealth Management
Colorado
$245K -$16.8K -398 -6%
JIC
391
Joel Isaacson & Co
New York
$243K – – –
UB
392
UMB Bank
Missouri
$243K +$549 +13 +0.2%
UF
393
Univest Financial
Pennsylvania
$238K – – –
DCM
394
Dupont Capital Management
Delaware
$235K -$247K -5,853 -51%
1SB
395
1ST Source Bank
Indiana
$233K – – –
KLI
396
Kelman-Lazarov Inc
Tennessee
$230K -$46.5K -1,100 -17%
DC
397
Davenport & Co
Virginia
$230K +$1.56K +37 +0.7%
PD
398
Planning Directions
Pennsylvania
$229K +$229K +5,430 New
GT
399
Glenview Trust
Kentucky
$228K – – –
FCBT
400
First Citizens Bank & Trust
North Carolina
$225K +$1.31K +31 +0.6%
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