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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
426
Colony Group
Massachusetts
$242K +$248K +5,290 New
KPCM
427
Kings Point Capital Management
New York
$241K +$78.9K +1,681 +47%
BMWM
428
Brown Miller Wealth Management
Virginia
$239K +$235 +5 +0.1%
DC
429
Davenport & Co
Virginia
$239K +$469 +10 +0.2%
GAM
430
Gotham Asset Management
New York
$239K +$245K +5,231 New
LOAMS
431
Lombard Odier Asset Management (Switzerland)
Switzerland
$239K +$246K +5,236 New
CF
432
Centaurus Financial
California
$238K +$1.92K +41 +0.8%
IIC
433
Ironwood Investment Counsel
Arizona
$233K – – –
MCM
434
Mainstay Capital Management
Michigan
$233K +$938 +20 +0.4%
EIP
435
Ellis Investment Partners
Pennsylvania
$231K -$64.3K -1,370 -21%
EA
436
Emerald Advisers
Pennsylvania
$229K – – –
JFGIW
437
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$229K – – –
RHBC
438
R.H. Bluestein & Co
Michigan
$229K – – –
DP
439
Dearborn Partners
Illinois
$227K +$375 +8 +0.2%
1SB
440
1ST Source Bank
Indiana
$226K – – –
LW
441
Linscomb Wealth
Texas
$224K +$610 +13 +0.3%
BCM
442
Birch Capital Management
Texas
$223K – – –
WB
443
WesBanco Bank
West Virginia
$222K – – –
NFG
444
Nations Financial Group
Iowa
$220K +$225K +4,805 New
FCBT
445
First Citizens Bank & Trust
North Carolina
$219K -$45K -959 -17%
JAM
446
Jupiter Asset Management
United Kingdom
$215K – – –
HIC
447
Hartline Investment Corp
Illinois
$214K – – –
AP
448
Advisor Partners
California
$212K -$6.62K -141 -3%
HCM
449
Howland Capital Management
Massachusetts
$210K – – –
KPWS
450
Kestra Private Wealth Services
Texas
$210K +$215K +4,591 New
16 17
18
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