YORK WTR CO
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| ELCO Management Co., LLC | 11,401 | 13,176 | +1,775 | 0.23 | 0.19 | -0.04 | buy |
| Cullen Capital Management, LLC | 10,868 | 11,807 | +939 | 0.00 | 0.00 | -0.00 | buy |
| RKL Wealth Management LLC | 13,756 | 13,859 | +103 | 0.04 | 0.04 | +0.00 | buy |
| Retirement Planning Co of New England, Inc. | 7,729 | 7,748 | +19 | 0.10 | 0.10 | -0.00 | buy |
| Midwest Trust Co | 7,651 | 7,601 | -50 | 0.00 | 0.00 | -0.00 | sell |
| Penn Capital Management Company, LLC | 89,386 | 89,271 | -115 | 0.23 | 0.21 | -0.02 | sell |
| DELTA ASSET MANAGEMENT LLC/TN | 613 | 457 | -156 | 0.00 | 0.00 | -0.00 | sell |
| COLLECTIVE FAMILY OFFICE LLC | 9,471 | 9,171 | -300 | 0.07 | 0.06 | -0.01 | sell |
| Johnson & White Wealth Management, LLC | 21,397 | 21,004 | -393 | 0.30 | 0.27 | -0.03 | sell |
| SYON CAPITAL LLC | 9,027 | 7,353 | -1,674 | 0.01 | 0.01 | -0.00 | sell |
| Zimmer Partners, LP | 741,849 | 732,677 | -9,172 | 0.62 | 0.55 | -0.08 | sell |
| CenterBook Partners LP | 88,060 | 57,482 | -30,578 | 0.14 | 0.09 | -0.04 | sell |