YORK WTR CO
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Penn Capital Management Company, LLC | 59,165 | 94,612 | +35,447 | 0.16 | 0.22 | +0.06 | buy |
| Gitterman Wealth Management, LLC | 3,826 | 8,437 | +4,611 | 0.03 | 0.06 | +0.03 | buy |
| Inspire Investing, LLC | 12,402 | 14,887 | +2,485 | 0.04 | 0.04 | +0.00 | buy |
| Retirement Planning Co of New England, Inc. | 8,137 | 8,243 | +106 | 0.11 | 0.10 | -0.01 | buy |
| RKL Wealth Management LLC | 14,427 | 14,469 | +42 | 0.04 | 0.04 | -0.00 | buy |
| Costello Asset Management, INC | 2,358 | 2,359 | +1 | 0.03 | 0.02 | -0.00 | buy |
| Midwest Trust Co | 7,858 | 7,816 | -42 | 0.00 | 0.00 | -0.00 | sell |
| MARTINGALE ASSET MANAGEMENT L P | 21,023 | 20,613 | -410 | 0.02 | 0.02 | -0.00 | sell |
| COLLECTIVE FAMILY OFFICE LLC | 10,495 | 9,470 | -1,025 | 0.09 | 0.07 | -0.02 | sell |
| ELCO Management Co., LLC | 9,945 | 8,865 | -1,080 | 0.16 | 0.14 | -0.02 | sell |
| Johnson & White Wealth Management, LLC | 23,920 | 22,493 | -1,427 | 0.38 | 0.31 | -0.07 | sell |
| FULTON BANK, N.A. | 17,592 | 16,092 | -1,500 | 0.02 | 0.02 | -0.00 | sell |
| Clear Harbor Asset Management, LLC | 17,275 | 14,075 | -3,200 | 0.04 | 0.03 | -0.01 | sell |
| Atom Investors LP | 17,130 | 8,606 | -8,524 | 0.05 | 0.02 | -0.03 | sell |
| CenterBook Partners LP | 77,755 | 34,383 | -43,372 | 0.14 | 0.05 | -0.08 | sell |