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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
501
Commerce Bank
Missouri
– -$243K -6,190 Closed
FIM
502
Freedom Investment Management
Connecticut
– -$240K -6,110 Closed
GT
503
Glenview Trust
Kentucky
– -$233K -5,947 Closed
HL
504
HeadInvest LLC
Maine
– -$225K -5,725 Closed
UF
505
Univest Financial
Pennsylvania
– -$221K -5,636 Closed
KFC
506
Klingenstein Fields & Co
New York
– -$216K -5,500 Closed
V
507
Veritable
Delaware
– -$215K -5,478 Closed
IIC
508
Ironwood Investment Counsel
Arizona
– -$205K -5,250 Closed
TC
509
Telemus Capital
Michigan
– -$204K -5,200 Closed
SPC
510
Sigma Planning Corp
Michigan
– -$200K -5,106 Closed
SI
511
SII Investments
Wisconsin
– -$200K -5,051 Closed
EWM
512
Evercore Wealth Management
New York
– -$92K -2,330 Closed
DPA
513
Delphi Private Advisors
California
– -$64K -1,633 Closed
CA
514
Calton & Associates
Florida
– -$36K -1,015 Closed
KJWM
515
Kiley Juergens Wealth Management
Washington
– -$32K -816 Closed
PCIA
516
Prime Capital Investment Advisors
Kansas
– -$25K -650 Closed
ANBT
517
American National Bank & Trust
Texas
– -$22K -562 Closed
BWP
518
Baldwin Wealth Partners
Massachusetts
– -$20K -500 Closed
FQ
519
First Quadrant
California
– -$15K -382 Closed
II
520
Inspire Investing
Idaho
– -$11K -269 Closed
PWM
521
Paulson Wealth Management
Illinois
– -$5K -130 Closed
STA
522
Summit Trail Advisors
New York
– -$5K -128 Closed
VCM
523
Virtue Capital Management
Tennessee
– -$1K -16 Closed
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