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Essential Utilities

Name Holding Trade Value Shares
Change
Change in
Stake
PFO
351
Pathstone Family Office
New Jersey
$400K +$250K +5,531 +162%
RJT
352
Raymond James Trust
Florida
$398K +$124K +2,756 +45%
AAS
353
Avantax Advisory Services
Texas
$396K +$28K +621 +8%
BCCM
354
Bridge Creek Capital Management
Massachusetts
$394K -$39.5K -875 -9%
LIA
355
LS Investment Advisors
Michigan
$391K -$120K -2,647 -23%
VI
356
Vestcor Inc
New Brunswick, Canada
$390K – – –
LDFR
357
Lehman & Derafelo Financial Resources
Pennsylvania
$389K – – –
WAM
358
World Asset Management
Michigan
$386K -$24K -532 -6%
HSA
359
HBK Sorce Advisory
Pennsylvania
$379K -$6.55K -145 -2%
OQS
360
Occudo Quantitative Strategies
Florida
$379K +$382K +8,467 New
BAM
361
Barrett Asset Management
New York
$377K – – –
OBWP
362
O'Brien Wealth Partners
Massachusetts
$369K – – –
SWA
363
Stratos Wealth Advisors
Ohio
$367K +$90 +2 +0%
GJIC
364
Gamble Jones Investment Counsel
California
$366K – – –
CI
365
Cigna Investments
Connecticut
$359K +$14.4K +319 +4%
Chevy Chase Trust
366
Chevy Chase Trust
Maryland
$358K – – –
CB
367
Community Bank
New York
$358K – – –
BSW
368
Buckingham Strategic Wealth
Missouri
$351K -$6.37K -141 -2%
AF
369
Affiance Financial
Minnesota
$348K – – –
IRF
370
IBM Retirement Fund
New York
$344K -$24.8K -550 -7%
MW
371
Marcum Wealth
Ohio
$341K +$344K +7,627 New
YIH
372
Y-Intercept (HK)
Hong Kong
$340K +$348K +7,699 New
MWNA
373
Marshall Wace North America
New York
$337K +$340K +7,529 New
NAMP
374
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$335K – – –
MCM
375
Murphy Capital Management
New Jersey
$333K -$26K -575 -7%