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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
PV
401
Private Vista
Illinois
$281K +$172 +4 +0.1%
IA
402
IFP Advisors
Florida
$281K +$267K +6,231 New
MFG
403
MidWestOne Financial Group
Iowa
$280K – – –
MIM
404
Moseley Investment Management
Florida
$279K +$343 +8 +0.1%
FIM
405
Freedom Investment Management
Connecticut
$277K -$21.7K -506 -8%
CI
406
Cigna Investments
Connecticut
$275K +$24K +560 +10%
JIC
407
Joel Isaacson & Co
New York
$273K -$258 -6 -0.1%
CCA
408
Conestoga Capital Advisors
Pennsylvania
$273K – – –
V
409
Veritable
Delaware
$270K +$4.12K +96 +2%
QI
410
QS Investors
New York
$269K – – –
CRIG
411
Charter Research & Investment Group
Connecticut
$266K – – –
HIS
412
Harvest Investment Services
Illinois
$265K +$4.42K +103 +2%
CG
413
Caprock Group
Idaho
$261K +$43 +1 +0%
FPCG
414
Fort Pitt Capital Group
Pennsylvania
$261K +$250K +5,827 New
PD
415
Planning Directions
Pennsylvania
$259K +$902 +21 +0.4%
HL
416
HeadInvest LLC
Maine
$257K – – –
UF
417
Univest Financial
Pennsylvania
$253K – – –
LNC
418
Lincoln National Corp
Pennsylvania
$251K +$240K +5,599 New
1SB
419
1ST Source Bank
Indiana
$247K – – –
ACM
420
Azimuth Capital Management
Michigan
$247K – – –
PAM
421
Panagora Asset Management
Massachusetts
$246K – – –
FNT
422
First National Trust
Pennsylvania
$245K – – –
GT
423
Glenview Trust
Kentucky
$242K – – –
HAG
424
HighPoint Advisor Group
Illinois
$241K +$64K +1,490 +37%
PNC
425
Park National Corp
Ohio
$239K -$27.9K -649 -11%
15 16
17
18 19