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Essential Utilities

Name Holding Trade Value Shares
Change
Change in
Stake
DTL
301
Dynamic Technology Lab
Singapore
$627K -$752K -16,929 -56%
Simplicity Solutions
302
Simplicity Solutions
Minnesota
$599K +$86K +1,937 +18%
Shelton Capital Management
303
Shelton Capital Management
Colorado
$595K – – –
IFWM
304
Institute for Wealth Management
Colorado
$593K – – –
Leonteq Securities AG
305
Leonteq Securities AG
Switzerland
$578K +$543K +12,223 New
D.A. Davidson & Co
306
D.A. Davidson & Co
Montana
$577K -$34.5K -776 -6%
PP
307
Pegasus Partners
Wisconsin
$571K +$32.4K +729 +6%
OAM
308
Optimal Asset Management
California
$565K -$530K -11,923 -50%
GLA
309
Good Life Advisors
Pennsylvania
$557K +$222 +5 +0%
NIMI
310
Natixis Investment Managers International
France
$545K +$512K +11,529 New
Sumitomo Mitsui DS Asset Management
311
Sumitomo Mitsui DS Asset Management
Japan
$543K -$147K -3,314 -22%
Mariner
312
Mariner
Kansas
$540K -$321K -7,219 -39%
LIA
313
LS Investment Advisors
Michigan
$538K – – –
ECM
314
EagleClaw Capital Management
Massachusetts
$520K – – –
TWP
315
Tower Wealth Partners
Pennsylvania
$519K +$488K +10,980 New
KeyBank National Association
316
KeyBank National Association
Ohio
$510K -$569K -12,814 -54%
MAFM
317
Mid Atlantic Financial Management
Pennsylvania
$509K +$133 +3 +0%
AWA
318
Aaron Wealth Advisors
Illinois
$508K +$478K +10,752 New
Bank Julius Baer & Co
319
Bank Julius Baer & Co
Switzerland
$506K – – –
Central Trust Company
320
Central Trust Company
Missouri
$497K – – –
SGI
321
Summit Global Investments
Utah
$496K +$212K +4,768 +83%
Fort Washington Investment Advisors
322
Fort Washington Investment Advisors
Ohio
$487K – – –
Great Valley Advisor Group
323
Great Valley Advisor Group
Delaware
$485K +$133 +3 +0%
Natixis
324
Natixis
France
$479K +$450K +10,127 New
BCM
325
Blume Capital Management
California
$473K – – –