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Essential Utilities

Name Holding Trade Value Shares
Change
Change in
Stake
USAA
301
United Services Automobile Association
Texas
$596K
PCM
302
Prelude Capital Management
New York
$592K -$114K -2,940 -15%
I
303
InceptionR
California
$587K +$628K +16,169 New
LOAMS
304
Lombard Odier Asset Management (Switzerland)
Switzerland
$584K
WANY
305
Wealthspire Advisors (New York)
New York
$581K +$25K +645 +4%
O
306
Ossiam
France
$581K -$623K -16,040 -50%
BWM
307
Blossom Wealth Management
California
$576K +$41.5K +1,070 +7%
LIM
308
Loudon Investment Management
New Hampshire
$562K
CL
309
Choreo LLC
Illinois
$550K -$49.9K -1,286 -8%
US Bancorp
310
US Bancorp
Minnesota
$545K -$45.1K -1,163 -7%
SCM
311
Sterling Capital Management
North Carolina
$542K +$207K +5,324 +55%
XT
312
XTX Topco
Cayman Islands
$538K -$715K -18,434 -55%
KeyBank National Association
313
KeyBank National Association
Ohio
$534K -$17.1K -440 -3%
TRCT
314
Tower Research Capital (TRC)
New York
$534K +$298K +7,682 +109%
RFA
315
Resurgent Financial Advisors
Georgia
$523K
WTC
316
WhitTier Trust Company
Nevada
$523K
MSS
317
Mitchell Sinkler & Starr
Pennsylvania
$522K -$44.2K -1,140 -7%
CMS
318
Capital Market Strategies
Florida
$512K +$342K +8,800 +166%
MYAM
319
Meiji Yasuda Asset Management
Japan
$512K
CIBC Asset Management
320
CIBC Asset Management
Ontario, Canada
$511K -$6.87K -177 -1%
Millennium Management
321
Millennium Management
New York
$511K -$47.7M -1,229,422 -99%
MIF
322
Mediolanum International Funds
Ireland
$506K +$178K +4,599 +49%
RP
323
Rowlandmiller & Partners
Georgia
$504K -$11.6K -300 -2%
AWS
324
Atria Wealth Solutions
New York
$504K +$538K +13,864 New
DADC
325
D.A. Davidson & Co
Montana
$503K -$72.1K -1,858 -12%