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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
KC
501
Kepos Capital
New York
$180K +$162K +3,346 New
BFEC
502
Benjamin F. Edwards & Company
Missouri
$179K – – –
DAM
503
Delta Asset Management
Tennessee
$177K – – –
CA
504
Cornerstone Advisory
Maryland
$172K +$155K +3,196 New
SFPG
505
Stonebridge Financial Planning Group
Florida
$170K +$825 +17 +0.5%
HR
506
Howe & Rusling
New York
$168K – – –
MA
507
Montag & Associates
Georgia
$166K – – –
SCA
508
Snowden Capital Advisors
New York
$162K +$147K +3,026 New
FAM
509
Fulcrum Asset Management
United Kingdom
$159K – – –
WT
510
Washington Trust
Rhode Island
$157K -$19.4K -400 -12%
HDIM
511
Hanson & Doremus Investment Management
Vermont
$152K – – –
GWSG
512
GPS Wealth Strategies Group
Colorado
$151K +$291 +6 +0.2%
AWA
513
Amplius Wealth Advisors
Pennsylvania
$149K +$135K +2,779 New
FDCDDQ
514
Federation des caisses Desjardins du Quebec
Quebec, Canada
$146K +$64.3K +1,324 +94%
TPCW
515
TD Private Client Wealth
New York
$146K +$583 +12 +0.4%
HI
516
Hudock Inc
Pennsylvania
$144K – – –
CWS
517
Confluence Wealth Services
Pennsylvania
$134K +$122K +2,511 New
CNBTD
518
Citizens National Bank Trust Department
Mississippi
$132K +$119K +2,450 New
LWCFA
519
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$126K – – –
BHWM
520
Beaird Harris Wealth Management
Texas
$125K +$113K +2,328 New
WFS
521
Widmann Financial Services
Maryland
$124K +$112K +2,310 New
CFA
522
Carroll Financial Associates
North Carolina
$123K – – –
CA
523
Clearstead Advisors
Ohio
$123K +$631 +13 +0.6%
QCG
524
Quadrant Capital Group
Ohio
$122K +$31.9K +657 +41%
CA
525
CoreCap Advisors
Michigan
$118K +$107K +2,197 New
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