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Essential Utilities
WTRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
526
Colonial Trust
South Carolina
$95.4K -$8.21K -215 -8%
CBT
527
Crews Bank & Trust
Florida
$94.7K – – –
AIM
528
Axiom Investment Management
New York
$93.3K – – –
PA
529
Parallel Advisors
California
$86.2K -$59.3K -1,552 -41%
FB
530
First Bancorp
Maine
$83.3K +$83K +2,174 New
TVWM
531
Tower View Wealth Management
Wisconsin
$80.1K +$725 +19 +0.9%
ABWM
532
Alpine Bank Wealth Management
Colorado
$79.8K +$79.5K +2,082 New
NAS
533
Nykredit A/S
Denmark
$77.5K +$77.2K +2,023 New
BWA
534
Basecamp Wealth Advisors
Washington
$73.4K +$8.17K +214 +13%
GWM
535
Geneos Wealth Management
Colorado
$72.4K +$955 +25 +1%
SMBT
536
Southern Michigan Bank & Trust
Michigan
$69K – – –
MWM
537
Mascoma Wealth Management
New Hampshire
$67.7K – – –
VCM
538
Versant Capital Management
Arizona
$67.3K +$29.4K +769 +78%
JGIA
539
Jackson Grant Investment Advisers
Connecticut
$64.9K – – –
CT
540
Coastline Trust
Rhode Island
$64.9K – – –
SAM
541
Smartleaf Asset Management
Massachusetts
$62.6K – – –
CT
542
Clearstead Trust
Maine
$59K -$13.2K -347 -18%
ADL
543
Asset Dedication LLC
California
$59K – – –
PFBT
544
Parkside Financial Bank & Trust
Missouri
$54.3K +$20.7K +541 +62%
TC
545
Truvestments Capital
Florida
$54K -$573 -15 -1%
BAM
546
Byrne Asset Management
New Jersey
$47.9K +$5.73K +150 +14%
OCM
547
Orion Capital Management
California
$43.1K – – –
MPWT
548
MassMutual Private Wealth & Trust
Connecticut
$42.5K -$10.3K -271 -20%
CAL
549
Capital Advisors Ltd
Ohio
$42K +$10.4K +272 +33%
UOTTAIMCU
550
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$41.8K – – –
20 21
22
23 24