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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
DAC
501
Dividend Assets Capital
South Carolina
$181K – – –
KC
502
Kepos Capital
New York
$180K +$162K +3,346 New
BFEC
503
Benjamin F. Edwards & Company
Missouri
$179K – – –
DAM
504
Delta Asset Management
Tennessee
$177K – – –
CA
505
Cornerstone Advisory
Maryland
$172K +$155K +3,196 New
SFPG
506
Stonebridge Financial Planning Group
Florida
$170K +$825 +17 +0.5%
HR
507
Howe & Rusling
New York
$168K – – –
MA
508
Montag & Associates
Georgia
$166K – – –
SCA
509
Snowden Capital Advisors
New York
$162K +$147K +3,026 New
FAM
510
Fulcrum Asset Management
United Kingdom
$159K – – –
WT
511
Washington Trust
Rhode Island
$157K -$19.4K -400 -12%
HDIM
512
Hanson & Doremus Investment Management
Vermont
$152K – – –
GWSG
513
GPS Wealth Strategies Group
Colorado
$151K +$291 +6 +0.2%
AWA
514
Amplius Wealth Advisors
Pennsylvania
$149K +$135K +2,779 New
FDCDDQ
515
Federation des caisses Desjardins du Quebec
Quebec, Canada
$146K +$64.3K +1,324 +94%
TPCW
516
TD Private Client Wealth
New York
$146K +$583 +12 +0.4%
HI
517
Hudock Inc
Pennsylvania
$144K – – –
CWS
518
Confluence Wealth Services
Pennsylvania
$134K +$122K +2,511 New
CNBTD
519
Citizens National Bank Trust Department
Mississippi
$132K +$119K +2,450 New
LWCFA
520
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$126K – – –
BHWM
521
Beaird Harris Wealth Management
Texas
$125K +$113K +2,328 New
WFS
522
Widmann Financial Services
Maryland
$124K +$112K +2,310 New
CFA
523
Carroll Financial Associates
North Carolina
$123K – – –
CA
524
Clearstead Advisors
Ohio
$123K +$631 +13 +0.6%
QCG
525
Quadrant Capital Group
Ohio
$122K +$31.9K +657 +41%
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