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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
451
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$239K – – –
NA
452
NewEdge Advisors
Louisiana
$238K -$342K -7,561 -55%
FEM
453
Fulcrum Equity Management
Texas
$238K +$226K +4,983 New
IEFM
454
IQ EQ Fund Management
Ireland
$233K +$221K +4,889 New
IIC
455
Ironwood Investment Counsel
Arizona
$233K – – –
MCCA
456
Mill Creek Capital Advisors
Pennsylvania
$233K +$221K +4,881 New
B
457
Barings
North Carolina
$231K +$219K +4,847 New
CF
458
Centaurus Financial
California
$231K -$18.7K -413 -8%
BAMF
459
BI Asset Management Fondsmaeglerselskab
Denmark
$231K +$219K +4,846 New
CG
460
Colony Group
Massachusetts
$230K +$219K +4,828 New
FB
461
Fulton Bank
Pennsylvania
$229K -$60.6K -1,339 -22%
MSFS
462
Main Street Financial Solutions
Pennsylvania
$228K +$216K +4,781 New
HIC
463
Hartline Investment Corp
Illinois
$228K +$216K +4,770 New
AWM
464
Accel Wealth Management
Iowa
$228K -$14K -309 -6%
BFM
465
Boston Financial Management
Massachusetts
$227K +$215K +4,759 New
CCFCSB
466
Cape Cod Five Cents Savings Bank
Massachusetts
$227K +$215K +4,750 New
KPWS
467
Kestra Private Wealth Services
Texas
$226K +$215K +4,739 New
PWM
468
Perigon Wealth Management
California
$224K +$212K +4,694 New
LSA
469
Leonteq Securities AG
Switzerland
$222K – – –
SICM
470
Sustainable Insight Capital Management
New York
$220K +$208K +4,600 New
RWMG
471
Redwood Wealth Management Group
New Jersey
$219K +$208K +4,596 New
HCM
472
Howland Capital Management
Massachusetts
$219K +$208K +4,595 New
FAB
473
First American Bank
Illinois
$215K -$47.6K -1,052 -19%
TC
474
TwinBeech Capital
New York
$215K -$2.87M -63,429 -93%
AWM
475
Axxcess Wealth Management
California
$214K +$203K +4,492 New
17 18
19
20 21