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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
426
Sequoia Financial Advisors
Ohio
$231K +$216K +6,175 New
PWLP
427
Prio Wealth Limited Partnership
Massachusetts
$231K -$2.02K -58 -0.9%
BHWM
428
Bar Harbor Wealth Management
New Hampshire
$230K +$3.49K +100 +2%
MAS
429
Meeder Advisory Services
Ohio
$230K +$215K +6,167 New
SCTC
430
Sanibel Captiva Trust Company
Florida
$230K +$215K +6,157 New
EWA
431
EP Wealth Advisors
California
$230K -$20.5K -587 -9%
FWIA
432
Fort Washington Investment Advisors
Ohio
$229K – – –
KC
433
Kingfisher Capital
North Carolina
$228K +$1.47K +42 +0.7%
CIA
434
Choate Investment Advisors
Massachusetts
$227K +$212K +6,078 New
CRIG
435
Charter Research & Investment Group
Connecticut
$221K – – –
CB
436
Commerce Bank
Missouri
$221K +$206K +5,904 New
SCA
437
Stillwater Capital Advisors
Pennsylvania
$220K – – –
GP
438
Girard Partners
Pennsylvania
$217K -$16.2K -463 -7%
IMCOOI
439
Investment Management Corp of Ontario (IMCO)
Canada
$217K +$203K +5,821 New
DWP
440
Daymark Wealth Partners
Ohio
$216K +$202K +5,775 New
QCM
441
Quantinno Capital Management
New York
$214K +$200K +5,717 New
MWP
442
Meridian Wealth Partners
Pennsylvania
$213K +$199K +5,690 New
CCG
443
Capital CS Group
California
$212K +$198K +5,671 New
PTC
444
Private Trust Company
Ohio
$211K -$2.83K -81 -1%
LBC
445
Lowe Brockenbrough & Co
Virginia
$211K +$197K +5,650 New
VIM
446
Vinva Investment Management
Australia
$210K +$195K +5,589 New
EH
447
Equitable Holdings
New York
$210K +$196K +5,618 New
BCA
448
Bay Colony Advisors
Massachusetts
$207K +$193K +5,535 New
SHA
449
Seneca House Advisors
Virginia
$207K +$193K +5,533 New
GT
450
Glenview Trust
Kentucky
$204K +$190K +5,451 New
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