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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
401
Providence Wealth Advisors
Illinois
$355K – – –
MYAM
402
Meiji Yasuda Asset Management
Japan
$355K +$8.25K +170 +3%
JMPWA
403
JP Morgan Private Wealth Advisors
California
$354K -$3.54K -73 -1%
ERIM
404
Eagle Ridge Investment Management
Connecticut
$353K -$5.88K -121 -2%
SICM
405
Sustainable Insight Capital Management
New York
$350K +$317K +6,523 New
ACM
406
Advisors Capital Management
New Jersey
$349K +$728 +15 +0.2%
COCM
407
Charter Oak Capital Management
New Hampshire
$349K +$1.6K +33 +0.5%
JIC
408
Johnson Investment Counsel
Ohio
$345K -$29.8K -613 -9%
BHWM
409
Bar Harbor Wealth Management
New Hampshire
$342K +$15.6K +321 +5%
OWP
410
Obermeyer Wealth Partners
Colorado
$341K – – –
MFG
411
MidWestOne Financial Group
Iowa
$336K – – –
PWLP
412
Prio Wealth Limited Partnership
Massachusetts
$335K -$3.3K -68 -1%
ABLA
413
Alan B. Lancz & Associates
Ohio
$335K +$303K +6,234 New
ATC
414
Argent Trust Co
Tennessee
$332K – – –
GWM
415
Geneos Wealth Management
Colorado
$328K +$97 +2 +0%
ACP
416
Aveo Capital Partners
Colorado
$328K +$84.9K +1,748 +40%
AIM
417
Anchor Investment Management
South Carolina
$327K – – –
CG
418
Caprock Group
Idaho
$327K -$4.56K -94 -2%
CCA
419
Conestoga Capital Advisors
Pennsylvania
$327K – – –
FBB
420
Fulton Breakefield Broenniman
Maryland
$327K +$295K +6,085 New
SWP
421
Stratos Wealth Partners
Ohio
$326K -$91.3K -1,881 -24%
CAG
422
Csenge Advisory Group
Florida
$325K -$572K -11,775 -63%
BIA
423
Bigelow Investment Advisors
Maine
$323K – – –
MCM
424
Murphy Capital Management
New Jersey
$322K -$11.4K -235 -4%
PCM
425
Prelude Capital Management
New York
$322K +$291K +6,003 New
15 16
17
18 19