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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
ERIM
401
Eagle Ridge Investment Management
Connecticut
$336K – – –
COCM
402
Charter Oak Capital Management
New Hampshire
$334K +$1.64K +34 +0.5%
MWP
403
Meridian Wealth Partners
Pennsylvania
$334K +$44.4K +921 +16%
CCM
404
Coldstream Capital Management
Washington
$333K -$22.5K -467 -7%
JIC
405
Johnson Investment Counsel
Ohio
$333K +$3.86K +80 +1%
ACM
406
Advisors Capital Management
New Jersey
$332K -$290 -6 -0.1%
MYAM
407
Meiji Yasuda Asset Management
Japan
$331K -$6.76K -140 -2%
CP
408
CenterBook Partners
Connecticut
$330K +$312K +6,461 New
JMPWA
409
JP Morgan Private Wealth Advisors
California
$328K -$8.78K -182 -3%
CB
410
Commerce Bank
Missouri
$326K -$54K -1,119 -15%
OWP
411
Obermeyer Wealth Partners
Colorado
$325K – – –
MFG
412
MidWestOne Financial Group
Iowa
$320K – – –
BPC
413
Banque Pictet & Cie
Switzerland
$319K -$26.4K -548 -8%
ABLA
414
Alan B. Lancz & Associates
Ohio
$319K – – –
PWLP
415
Prio Wealth Limited Partnership
Massachusetts
$319K – – –
CCA
416
Conestoga Capital Advisors
Pennsylvania
$319K +$7.24K +150 +2%
GIA
417
Gateway Investment Advisers
Ohio
$319K +$301K +6,231 New
LSA
418
Leonteq Securities AG
Switzerland
$318K -$36.9K -765 -11%
ATC
419
Argent Trust Co
Tennessee
$316K – – –
FB
420
Fulton Bank
Pennsylvania
$313K -$60.5K -1,253 -17%
CG
421
Caprock Group
Idaho
$313K +$1.69K +35 +0.6%
SLAM
422
Swiss Life Asset Management
$312K -$635K -13,169 -68%
SWP
423
Stratos Wealth Partners
Ohio
$311K +$338 +7 +0.1%
BHWM
424
Bar Harbor Wealth Management
New Hampshire
$310K -$15.4K -319 -5%
BIA
425
Bigelow Investment Advisors
Maine
$307K – – –
15 16
17
18 19