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Essential Utilities

Name Holding Trade Value Shares
Change
Change in
Stake
CGH
301
Crossmark Global Holdings
Texas
$712K +$1.34K +34 +0.2%
Truist Financial
302
Truist Financial
North Carolina
$703K -$58.6K -1,490 -8%
SOAMC
303
Spirit of America Management Corp
New York
$694K +$78.6K +2,000 +13%
CAPTRUST Financial Advisors
304
CAPTRUST Financial Advisors
North Carolina
$694K +$213K +5,432 +43%
BAM
305
Belpointe Asset Management
Nevada
$692K +$707 +18 +0.1%
KBC Group
306
KBC Group
Belgium
$692K -$44.1K -1,123 -6%
ST
307
Smithfield Trust
Pennsylvania
$666K – – –
FPF
308
First Pacific Financial
Washington
$652K +$29K +738 +5%
PBK
309
Peoples Bank (Kansas)
Kansas
$640K -$7.98K -203 -1%
USAA
310
United Services Automobile Association
Texas
$633K -$132K -3,364 -17%
CL
311
Choreo LLC
Illinois
$630K +$38.7K +984 +6%
A
312
AlphaQuest
New York
$630K +$642K +16,334 New
OAC
313
OMERS Administration Corp
Ontario, Canada
$626K +$283K +7,200 +80%
US Bancorp
314
US Bancorp
Minnesota
$623K +$550 +14 +0.1%
LOAMS
315
Lombard Odier Asset Management (Switzerland)
Switzerland
$621K +$632K +16,089 New
FNC
316
First National Corp
Massachusetts
$614K -$2.75M -69,974 -81%
DADC
317
D.A. Davidson & Co
Montana
$606K +$16.9K +429 +3%
MSS
318
Mitchell Sinkler & Starr
Pennsylvania
$599K +$11.6K +295 +2%
LIM
319
Loudon Investment Management
New Hampshire
$596K – – –
WANY
320
Wealthspire Advisors (New York)
New York
$592K -$107K -2,734 -15%
KeyBank National Association
321
KeyBank National Association
Ohio
$585K -$8.06K -205 -1%
CWM
322
CIBC World Markets
New York
$584K +$44.4K +1,131 +8%
MUAMU
323
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$579K – – –
BWM
324
Blossom Wealth Management
California
$570K +$18.3K +465 +3%
RFA
325
Resurgent Financial Advisors
Georgia
$556K – – –