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Essential Utilities

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
301
CIBC Private Wealth Group
Georgia
$773K -$17.2K -467 -2%
RIL
302
Rothschild Investment LLC
Illinois
$764K -$7.64K -208 -1%
SAM
303
Securian Asset Management
Minnesota
$755K
Simplex Trading
304
Simplex Trading
Illinois
$752K +$699K +19,031 New
PIM
305
Penobscot Investment Management
Massachusetts
$750K
QCM
306
Qsemble Capital Management
New York
$750K +$697K +18,974 New
Grantham, Mayo, Van Otterloo & Co (GMO)
307
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$738K +$685K +18,663 New
BC
308
Bridgefront Capital
Texas
$728K +$676K +18,406 New
BJL
309
Brighton Jones LLC
Washington
$717K +$20.8K +566 +3%
FIA
310
Foundations Investment Advisors
Arizona
$705K +$321K +8,739 +96%
CGH
311
Crossmark Global Holdings
Texas
$702K -$3.05K -83 -0.5%
BWM
312
Blossom Wealth Management
California
$696K +$64.8K +1,765 +11%
QCG
313
Quadrant Capital Group
Ohio
$691K +$386K +10,506 +151%
CA
314
Continuum Advisory
Idaho
$685K -$320K -8,712 -33%
ST
315
Smithfield Trust
Pennsylvania
$683K
BAM
316
Belpointe Asset Management
Nevada
$674K -$30.8K -838 -5%
OAM
317
Ostrum Asset Management
France
$674K -$3.11M -84,572 -83%
FPF
318
First Pacific Financial
Washington
$674K +$5.84K +159 +0.9%
AV
319
ASR Vermogensbeheer
Netherlands
$661K +$614K +16,713 New
AAM
320
Advisors Asset Management
Colorado
$648K -$103K -2,792 -15%
WANY
321
Wealthspire Advisors (New York)
New York
$645K +$12K +327 +2%
USAA
322
United Services Automobile Association
Texas
$645K
SA
323
Sanctuary Advisors
Indiana
$643K -$168K -4,574 -22%
AC
324
Allstate Corporation
Illinois
$637K +$288K +7,845 +95%
LOAMS
325
Lombard Odier Asset Management (Switzerland)
Switzerland
$636K