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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
FEM
451
Fulcrum Equity Management
Texas
$238K +$226K +4,983 New
IEFM
452
IQ EQ Fund Management
Ireland
$233K +$221K +4,889 New
IIC
453
Ironwood Investment Counsel
Arizona
$233K – – –
MCCA
454
Mill Creek Capital Advisors
Pennsylvania
$233K +$221K +4,881 New
B
455
Barings
North Carolina
$231K +$219K +4,847 New
CF
456
Centaurus Financial
California
$231K -$18.7K -413 -8%
BAMF
457
BI Asset Management Fondsmaeglerselskab
Denmark
$231K +$219K +4,846 New
CG
458
Colony Group
Massachusetts
$230K +$219K +4,828 New
FB
459
Fulton Bank
Pennsylvania
$229K -$60.6K -1,339 -22%
MSFS
460
Main Street Financial Solutions
Pennsylvania
$228K +$216K +4,781 New
HIC
461
Hartline Investment Corp
Illinois
$228K +$216K +4,770 New
AWM
462
Accel Wealth Management
Iowa
$228K -$14K -309 -6%
BFM
463
Boston Financial Management
Massachusetts
$227K +$215K +4,759 New
CCFCSB
464
Cape Cod Five Cents Savings Bank
Massachusetts
$227K +$215K +4,750 New
KPWS
465
Kestra Private Wealth Services
Texas
$226K +$215K +4,739 New
PWM
466
Perigon Wealth Management
California
$224K +$212K +4,694 New
LSA
467
Leonteq Securities AG
Switzerland
$222K – – –
SICM
468
Sustainable Insight Capital Management
New York
$220K +$208K +4,600 New
RWMG
469
Redwood Wealth Management Group
New Jersey
$219K +$208K +4,596 New
HCM
470
Howland Capital Management
Massachusetts
$219K +$208K +4,595 New
FAB
471
First American Bank
Illinois
$215K -$47.6K -1,052 -19%
TC
472
TwinBeech Capital
New York
$215K -$2.87M -63,429 -93%
AWM
473
Axxcess Wealth Management
California
$214K +$203K +4,492 New
DCM
474
Dupont Capital Management
Delaware
$213K +$202K +4,471 New
IAIM
475
International Assets Investment Management
Florida
$212K +$201K +4,450 New
17 18
19
20 21