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Essential Utilities

Name Holding Trade Value Shares
Change
Change in
Stake
TW
351
TrinityPoint Wealth
Connecticut
$402K +$35 +1 +0%
KeyBank National Association
352
KeyBank National Association
Ohio
$400K +$33.6K +964 +10%
Bank Julius Baer & Co
353
Bank Julius Baer & Co
Switzerland
$400K -$4.57K -131 -1%
WF
354
Welch & Forbes
Massachusetts
$399K -$4.64K -133 -1%
FBT
355
First Bankers Trust
Kentucky
$398K – – –
FMWA
356
Forvis Mazars Wealth Advisors
Missouri
$398K +$3.14K +90 +0.9%
QCM
357
QRG Capital Management
Illinois
$396K +$22K +629 +6%
WHCI
358
W.H. Cornerstone Investments
Massachusetts
$386K +$34.1K +977 +10%
FWCM
359
Ferguson Wellman Capital Management
Oregon
$381K – – –
LIM
360
Longfellow Investment Management
Massachusetts
$381K +$112K +3,203 +46%
PA
361
Procyon Advisors
Connecticut
$374K +$698 +20 +0.2%
Carson Wealth (CWM LLC)
362
Carson Wealth (CWM LLC)
Nebraska
$372K +$213K +6,108 +158%
CL
363
Choreo LLC
Illinois
$366K -$21.9K -626 -6%
HWM
364
HB Wealth Management
Georgia
$364K +$19.3K +552 +6%
WE
365
Wealth Effects
Massachusetts
$361K -$120K -3,449 -26%
S
366
SignatureFD
Georgia
$360K +$93.3K +2,673 +38%
OSAM
367
O'Shaughnessy Asset Management
Connecticut
$357K +$334K +9,556 New
SWM
368
SeaCrest Wealth Management
New York
$357K -$9.04K -259 -3%
O
369
Ossiam
France
$352K – – –
QCG
370
Quadrant Capital Group
Ohio
$351K +$156K +4,476 +91%
Assenagon Asset Management
371
Assenagon Asset Management
Luxembourg
$347K -$7.98M -228,726 -96%
MW
372
Marcum Wealth
Ohio
$339K -$244 -7 -0.1%
PF
373
Phoenix Financial
Israel
$339K -$10.9K -313 -3%
VCM
374
Virtue Capital Management
Tennessee
$339K -$363K -10,409 -54%
ECM
375
EagleClaw Capital Management
Massachusetts
$338K +$26.2K +750 +9%