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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
401
RTD Financial Advisors
Pennsylvania
$244K – – –
LIM
402
Longfellow Investment Management
Massachusetts
$240K +$271K +6,987 New
S
403
SignatureFD
Georgia
$239K +$171K +4,405 +172%
NAMP
404
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$235K – – –
TPW
405
Tiller Private Wealth
Pennsylvania
$233K – – –
COCM
406
Charter Oak Capital Management
New Hampshire
$232K +$2.02K +52 +0.8%
EWA
407
EP Wealth Advisors
California
$231K -$852K -21,984 -77%
OC
408
Oppenheimer & Co
New York
$231K – – –
DP
409
Dearborn Partners
Illinois
$225K +$581 +15 +0.2%
PA
410
Profund Advisors
Maryland
$225K -$38.4K -990 -13%
PWA
411
Providence Wealth Advisors
Illinois
$225K – – –
NIMI
412
Natixis Investment Managers International
France
$224K -$16.4K -423 -6%
GWM
413
Gitterman Wealth Management
New Jersey
$221K +$250K +6,441 New
NFG
414
Nations Financial Group
Iowa
$220K +$36.3K +937 +17%
GW
415
GW & Wade
Massachusetts
$220K +$248K +6,400 New
HNB
416
Huntington National Bank
Ohio
$220K -$19.4K -501 -7%
AIM
417
Anchor Investment Management
South Carolina
$219K +$969 +25 +0.4%
OWP
418
Obermeyer Wealth Partners
Colorado
$218K – – –
FB
419
Fulton Bank
Pennsylvania
$216K +$244K +6,286 New
GP
420
Girard Partners
Pennsylvania
$216K +$2.13K +55 +0.9%
FC
421
Fulcrum Capital
Washington
$215K – – –
MFG
422
MidWestOne Financial Group
Iowa
$215K – – –
PWLP
423
Prio Wealth Limited Partnership
Massachusetts
$214K – – –
XT
424
XTX Topco
Cayman Islands
$214K +$2.09K +54 +0.9%
LNWWM
425
Laird Norton Wetherby Wealth Management
California
$213K +$15K +388 +7%
15 16
17
18 19