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Essential Utilities

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
301
Institute for Wealth Management
Colorado
$573K – – –
GLA
302
Good Life Advisors
Pennsylvania
$562K +$23.9K +510 +4%
TPW
303
Tiller Private Wealth
Pennsylvania
$542K – – –
Neuberger Berman Group
304
Neuberger Berman Group
New York
$538K -$27.1K -577 -5%
VI
305
Vestcor Inc
New Brunswick, Canada
$537K +$142K +3,034 +35%
LS
306
Livforsakringsbolaget Skandia
Sweden
$535K +$441K +9,400 +409%
RP
307
Rowlandmiller & Partners
Georgia
$533K +$120K +2,555 +28%
OQS
308
Occudo Quantitative Strategies
Florida
$528K +$145K +3,086 +36%
SPC
309
Sigma Planning Corp
Michigan
$527K -$43.4K -925 -7%
WorldQuant Millennium Advisors
310
WorldQuant Millennium Advisors
New York
$524K +$538K +11,469 New
Verition Fund Management
311
Verition Fund Management
Connecticut
$506K +$520K +11,073 New
Daiwa Securities Group
312
Daiwa Securities Group
Japan
$493K +$23.5K +500 +5%
MAFM
313
Mid Atlantic Financial Management
Pennsylvania
$492K +$141 +3 +0%
PFO
314
Pathstone Family Office
New Jersey
$492K +$85.7K +1,827 +20%
NIMI
315
Natixis Investment Managers International
France
$491K -$58.1K -1,239 -10%
Bank Julius Baer & Co
316
Bank Julius Baer & Co
Switzerland
$489K – – –
AWA
317
Aaron Wealth Advisors
Illinois
$487K -$5.4K -115 -1%
Wellington Management Group
318
Wellington Management Group
Massachusetts
$483K +$496K +10,579 New
KeyBank National Association
319
KeyBank National Association
Ohio
$482K -$4.36K -93 -0.9%
HFA
320
Hoover Financial Advisors
Pennsylvania
$478K – – –
GVAG
321
Great Valley Advisor Group
Delaware
$472K +$18.8K +400 +4%
CTC
322
Central Trust Company
Missouri
$471K – – –
ECM
323
EagleClaw Capital Management
Massachusetts
$468K -$9.38K -200 -2%
MUAMU
324
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$457K – – –
FWIA
325
Fort Washington Investment Advisors
Ohio
$456K -$4.69K -100 -1%