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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
426
Modern Wealth Management
Kansas
$346K +$49K +1,245 +16%
S
427
SignatureFD
Georgia
$345K +$14.4K +365 +4%
RAG
428
RIA Advisory Group
Iowa
$344K +$353K +8,962 New
II
429
Inspire Investing
Idaho
$344K -$490K -12,449 -58%
BCV
430
Banque Cantonale Vaudoise
Switzerland
$342K +$341K +8,672 +3,224%
CI
431
CX Institutional
Indiana
$340K -$220K -5,598 -39%
PA
432
Procyon Advisors
Connecticut
$336K +$275 +7 +0.1%
CA
433
Continuum Advisory
Idaho
$334K +$39 +1 +0%
HFS
434
Hantz Financial Services
Michigan
$330K -$16.8K -426 -5%
OC
435
Oppenheimer & Co
New York
$326K -$16.3K -415 -5%
TRCT
436
Tower Research Capital (TRC)
New York
$322K +$42.8K +1,088 +15%
HSA
437
HBK Sorce Advisory
Pennsylvania
$322K +$12.3K +312 +4%
CL
438
Choreo LLC
Illinois
$322K -$16.4K -417 -5%
RP
439
Rowlandmiller & Partners
Georgia
$320K +$354 +9 +0.1%
OIMU
440
Osmosis Investment Management UK
United Kingdom
$319K +$327K +8,313 New
GT
441
Glenview Trust
Kentucky
$317K -$17.7K -450 -5%
AC
442
Apella Capital
Connecticut
$317K -$3.62K -92 -1%
MFG
443
Merit Financial Group
Georgia
$313K +$30.5K +776 +10%
EM
444
ELCO Management
New York
$313K -$123K -3,132 -28%
EWA
445
EP Wealth Advisors
California
$309K +$317K +8,066 New
FBT
446
First Bankers Trust
Kentucky
$308K – – –
AAG
447
Armstrong Advisory Group
Massachusetts
$304K – – –
FTWA
448
Fifth Third Wealth Advisors
Ohio
$300K -$150K -3,818 -33%
GA
449
GSG Advisors
New Jersey
$299K – – –
GT
450
Greenleaf Trust
Michigan
$298K +$56.3K +1,432 +23%
16 17
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