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Essential Utilities

Name Holding Trade Value Shares
Change
Change in
Stake
FRM
351
Fox Run Management
Connecticut
$469K +$485K +10,752 New
Bank Julius Baer & Co
352
Bank Julius Baer & Co
Switzerland
$467K
WF
353
Welch & Forbes
Massachusetts
$466K -$45.1K -1,000 -9%
FBT
354
First Bankers Trust
Kentucky
$465K -$8.44K -187 -2%
ASN
355
Advisory Services Network
Georgia
$463K +$677 +15 +0.1%
SHA
356
Seneca House Advisors
Virginia
$460K +$475K +10,533 New
Cerity Partners
357
Cerity Partners
New York
$456K +$472K +10,459 New
JWCA
358
J.W. Cole Advisors
Florida
$449K +$23.1K +513 +5%
HWM
359
HB Wealth Management
Georgia
$447K +$53K +1,175 +13%
FWCM
360
Ferguson Wellman Capital Management
Oregon
$445K
CL
361
Choreo LLC
Illinois
$441K +$456K +10,106 New
PA
362
Procyon Advisors
Connecticut
$437K -$135 -3 -0%
OHWA
363
Oak Hill Wealth Advisors
Virginia
$437K +$45.1K +1,000 New
SPC
364
Sigma Planning Corp
Michigan
$430K -$79.3K -1,758 -15%
KeyBank National Association
365
KeyBank National Association
Ohio
$419K -$5.91K -131 -1%
Allspring Global Investments
366
Allspring Global Investments
North Carolina
$415K +$83.5K +1,852 +24%
GVAG
367
Great Valley Advisor Group
Delaware
$415K
MGP
368
Metis Global Partners
California
$412K +$167K +3,694 +64%
UCFA
369
United Capital Financial Advisors
Texas
$406K -$202K -4,481 -33%
SWM
370
SeaCrest Wealth Management
New York
$399K -$58.6K -1,300 -12%
BCV
371
Banque Cantonale Vaudoise
Switzerland
$397K -$52.9K -1,172 -11%
MW
372
Marcum Wealth
Ohio
$396K -$1.04K -23 -0.3%
FIA
373
Foundations Investment Advisors
Arizona
$395K -$677 -15 -0.2%
OPS
374
Orion Portfolio Solutions
Nebraska
$391K +$102K +2,270 +34%
BCI
375
Brinker Capital Investments
Pennsylvania
$391K +$404K +8,950 New