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Essential Utilities

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
301
Prelude Capital Management
New York
$897K +$920K +23,372 New
KFG
302
Kingdom Financial Group
Arizona
$893K +$916K +23,269 New
HIC
303
Hamrick Investment Counsel
Washington
$885K +$908K +23,066 New
NYLIM
304
New York Life Investment Management
New York
$882K -$157K -3,998 -15%
HTC
305
Haverford Trust Company
Pennsylvania
$847K – – –
EI
306
Ethic Inc
New York
$835K -$146K -3,719 -15%
CP
307
CenterBook Partners
Connecticut
$825K -$965K -24,532 -53%
APC
308
Aspire Private Capital
North Carolina
$812K – – –
AWM
309
Axxcess Wealth Management
California
$808K +$118 +3 +0%
HIW
310
Holos Integrated Wealth
Pennsylvania
$791K – – –
SAM
311
Securian Asset Management
Minnesota
$788K -$17.9K -456 -2%
KOC
312
Koss-Olinger Consulting
Florida
$788K -$246K -6,243 -23%
BBPWM
313
Blue Bell Private Wealth Management
Pennsylvania
$781K -$71.8K -1,825 -8%
CIBC Asset Management
314
CIBC Asset Management
Ontario, Canada
$777K +$142K +3,600 +22%
OQS
315
Occudo Quantitative Strategies
Florida
$773K +$793K +20,142 New
William Blair & Company
316
William Blair & Company
Illinois
$770K -$78.7K -1,999 -9%
SF
317
Summit Financial
New Jersey
$768K +$1.57K +40 +0.2%
FT
318
Fiduciary Trust
Massachusetts
$766K -$6.92K -176 -0.9%
CIBC Private Wealth Group
319
CIBC Private Wealth Group
Georgia
$765K -$46K -1,170 -6%
QCM
320
QRG Capital Management
Illinois
$761K +$46.2K +1,173 +6%
ACB
321
Aristotle Capital Boston
Massachusetts
$757K -$36.3K -922 -4%
PCM
322
Polymer Capital Management
New York
$754K +$773K +19,645 New
Federated Hermes
323
Federated Hermes
Pennsylvania
$745K -$72.5K -1,843 -9%
WANY
324
Wealthspire Advisors (New York)
New York
$744K +$102K +2,599 +15%
IMCOOI
325
Investment Management Corp of Ontario (IMCO)
Canada
$731K +$229K +5,818 +44%