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Essential Utilities

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
326
Penserra Capital Management
California
$579K +$549K +12,132 New
IFWM
327
Institute for Wealth Management
Colorado
$570K -$18.1K -400 -3%
SCM
328
Shelton Capital Management
Colorado
$566K
WF
329
Welch & Forbes
Massachusetts
$558K
SPC
330
Sigma Planning Corp
Michigan
$555K +$16.7K +368 +3%
WHCI
331
W.H. Cornerstone Investments
Massachusetts
$550K +$996 +22 +0.2%
MAS
332
Meeder Advisory Services
Ohio
$548K +$520K +11,486 New
American Century Companies
333
American Century Companies
Missouri
$547K -$21.4K -472 -4%
WE
334
Wealth Effects
Massachusetts
$543K
OBGC
335
O'Brien Greene & Co
Pennsylvania
$535K -$1.56M -34,428 -75%
NIMI
336
Natixis Investment Managers International
France
$534K +$39.9K +882 +9%
TF
337
TIAA FSB
Florida
$525K -$1.95K -43 -0.4%
FBT
338
First Bankers Trust
Kentucky
$518K -$5.48K -121 -1%
FMWA
339
Forvis Mazars Wealth Advisors
Missouri
$516K
TW
340
TrinityPoint Wealth
Connecticut
$514K -$181 -4 -0%
Bank Julius Baer & Co
341
Bank Julius Baer & Co
Switzerland
$511K +$7.65K +169 +2%
ASN
342
Advisory Services Network
Georgia
$505K -$15.9K -351 -3%
QT
343
Quantamental Technologies
New York
$504K +$8.65K +191 +2%
BWM
344
Blossom Wealth Management
California
$500K +$2.26K +50 +0.5%
SWM
345
SeaCrest Wealth Management
New York
$498K -$22.6K -499 -5%
BCV
346
Banque Cantonale Vaudoise
Switzerland
$490K +$33.7K +745 +8%
FWCM
347
Ferguson Wellman Capital Management
Oregon
$487K +$22.6K +500 +5%
PA
348
Procyon Advisors
Connecticut
$478K +$453K +10,008 New
DA
349
Duality Advisers
Florida
$474K -$3M -66,192 -87%
CIG
350
Cascade Investment Group
Colorado
$472K +$447K +9,880 New