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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
401
Capital CS Group
California
$358K – – –
PWA
402
Providence Wealth Advisors
Illinois
$355K – – –
MYAM
403
Meiji Yasuda Asset Management
Japan
$355K +$8.25K +170 +3%
JMPWA
404
JP Morgan Private Wealth Advisors
California
$354K -$3.54K -73 -1%
ERIM
405
Eagle Ridge Investment Management
Connecticut
$353K -$5.88K -121 -2%
SICM
406
Sustainable Insight Capital Management
New York
$350K +$317K +6,523 New
ACM
407
Advisors Capital Management
New Jersey
$349K +$728 +15 +0.2%
COCM
408
Charter Oak Capital Management
New Hampshire
$349K +$1.6K +33 +0.5%
JIC
409
Johnson Investment Counsel
Ohio
$345K -$29.8K -613 -9%
BHWM
410
Bar Harbor Wealth Management
New Hampshire
$342K +$15.6K +321 +5%
OWP
411
Obermeyer Wealth Partners
Colorado
$341K – – –
MFG
412
MidWestOne Financial Group
Iowa
$336K – – –
PWLP
413
Prio Wealth Limited Partnership
Massachusetts
$335K -$3.3K -68 -1%
ABLA
414
Alan B. Lancz & Associates
Ohio
$335K +$303K +6,234 New
ATC
415
Argent Trust Co
Tennessee
$332K – – –
GWM
416
Geneos Wealth Management
Colorado
$328K +$97 +2 +0%
ACP
417
Aveo Capital Partners
Colorado
$328K +$84.9K +1,748 +40%
AIM
418
Anchor Investment Management
South Carolina
$327K – – –
CG
419
Caprock Group
Idaho
$327K -$4.56K -94 -2%
CCA
420
Conestoga Capital Advisors
Pennsylvania
$327K – – –
FBB
421
Fulton Breakefield Broenniman
Maryland
$327K +$295K +6,085 New
SWP
422
Stratos Wealth Partners
Ohio
$326K -$91.3K -1,881 -24%
CAG
423
Csenge Advisory Group
Florida
$325K -$572K -11,775 -63%
BIA
424
Bigelow Investment Advisors
Maine
$323K – – –
MCM
425
Murphy Capital Management
New Jersey
$322K -$11.4K -235 -4%
15 16
17
18 19