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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
451
Independent Advisor Alliance
North Carolina
$205K +$196K +4,359 New
HCM
452
Howland Capital Management
Massachusetts
$205K +$197K +4,375 New
HL
453
HeadInvest LLC
Maine
$204K -$61.9K -1,375 -24%
SCA
454
Stillwater Capital Advisors
Pennsylvania
$203K +$195K +4,332 New
BFEC
455
Benjamin F. Edwards & Company
Missouri
$187K – – –
CHC
456
City Holding Co
West Virginia
$181K – – –
NIT
457
NumerixS Investment Technologies
British Columbia, Canada
$178K -$67.5K -1,499 -28%
GDP
458
Great Diamond Partners
Maine
$177K +$171K +3,792 New
SFPG
459
Stonebridge Financial Planning Group
Florida
$176K +$168K +3,739 New
TF
460
Tompkins Financial
New York
$170K – – –
KPCM
461
Kings Point Capital Management
New York
$168K – – –
HR
462
Howe & Rusling
New York
$167K – – –
CFA
463
Carroll Financial Associates
North Carolina
$164K – – –
NPP
464
New Potomac Partners
Maryland
$158K – – –
APA
465
American Portfolios Advisors
New York
$150K +$4.55K +101 +3%
CFG
466
Citizens Financial Group
Rhode Island
$144K +$138K +3,064 New
HI
467
Hudock Inc
Pennsylvania
$139K +$15.9K +352 +13%
HDIM
468
Hanson & Doremus Investment Management
Vermont
$133K – – –
BAM
469
Belpointe Asset Management
Nevada
$127K -$31.6K -701 -21%
QCG
470
Quadrant Capital Group
Ohio
$127K +$9.01K +200 +8%
CL
471
CSS LLC
Illinois
$122K +$117K +2,600 New
PCG
472
Private Capital Group
Connecticut
$110K -$24.1K -535 -19%
LWCFA
473
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$110K – – –
AAM
474
Advisors Asset Management
Colorado
$104K +$42.5K +944 +74%
SCA
475
Stonebridge Capital Advisors
Minnesota
$99K – – –
17 18
19
20 21