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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
HWAM
401
Hennion & Walsh Asset Management
New Jersey
$366K +$340K +9,264 New
VA
402
Vident Advisory
Georgia
$366K +$340K +9,256 New
PA
403
Procyon Advisors
Connecticut
$362K – – –
CB
404
Commerce Bank
Missouri
$359K +$50.1K +1,364 +18%
DWT
405
Dorsey & Whitney Trust
South Dakota
$359K -$10.7K -291 -3%
PCM
406
Prelude Capital Management
New York
$352K -$271K -7,380 -45%
ACM
407
Aquatic Capital Management
Illinois
$349K -$671K -18,257 -67%
MW
408
Marcum Wealth
Ohio
$345K -$16.7K -455 -5%
SI
409
Seeds Investor
New York
$341K +$22.9K +624 +8%
ASN
410
Advisory Services Network
Georgia
$340K +$316K +8,594 New
QT
411
Quantbot Technologies
New York
$337K +$313K +8,513 New
GVAG
412
Great Valley Advisor Group
Delaware
$335K -$17.4K -474 -5%
PF
413
Phoenix Financial
Israel
$335K -$1.6M -43,496 -84%
EWA
414
EP Wealth Advisors
California
$328K -$34K -926 -10%
II
415
Inspire Investing
Idaho
$321K +$30K +818 +11%
OBGC
416
O'Brien Greene & Co
Pennsylvania
$321K – – –
LS
417
Livforsakringsbolaget Skandia
Sweden
$320K – – –
HSA
418
HBK Sorce Advisory
Pennsylvania
$320K +$5.36K +146 +2%
FTWA
419
Fifth Third Wealth Advisors
Ohio
$319K +$1.1K +30 +0.4%
BAMF
420
BI Asset Management Fondsmaeglerselskab
Denmark
$318K -$71.4K -1,944 -19%
FBT
421
First Bankers Trust
Kentucky
$318K -$83.4K -2,271 -22%
ECM
422
Evergreen Capital Management
Washington
$317K -$55.1K -1,499 -16%
SWM
423
SeaCrest Wealth Management
New York
$313K +$110 +3 +0%
I
424
InceptionR
California
$312K -$304K -8,285 -51%
CAM
425
Cresset Asset Management
Illinois
$311K +$19.9K +542 +7%
15 16
17
18 19