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Essential Utilities

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
351
Institute for Wealth Management
Colorado
$404K -$12K -345 -3%
TW
352
TrinityPoint Wealth
Connecticut
$402K +$35 +1 +0%
KeyBank National Association
353
KeyBank National Association
Ohio
$400K +$33.6K +964 +10%
Bank Julius Baer & Co
354
Bank Julius Baer & Co
Switzerland
$400K -$4.57K -131 -1%
WF
355
Welch & Forbes
Massachusetts
$399K -$4.64K -133 -1%
FBT
356
First Bankers Trust
Kentucky
$398K
FMWA
357
Forvis Mazars Wealth Advisors
Missouri
$398K +$3.14K +90 +0.9%
QCM
358
QRG Capital Management
Illinois
$396K +$22K +629 +6%
WHCI
359
W.H. Cornerstone Investments
Massachusetts
$386K +$34.1K +977 +10%
FWCM
360
Ferguson Wellman Capital Management
Oregon
$381K
LIM
361
Longfellow Investment Management
Massachusetts
$381K +$112K +3,203 +46%
PA
362
Procyon Advisors
Connecticut
$374K +$698 +20 +0.2%
Carson Wealth (CWM LLC)
363
Carson Wealth (CWM LLC)
Nebraska
$372K +$213K +6,108 +158%
CL
364
Choreo LLC
Illinois
$366K -$21.9K -626 -6%
HWM
365
HB Wealth Management
Georgia
$364K +$19.3K +552 +6%
WE
366
Wealth Effects
Massachusetts
$361K -$120K -3,449 -26%
S
367
SignatureFD
Georgia
$360K +$93.3K +2,673 +38%
OSAM
368
O'Shaughnessy Asset Management
Connecticut
$357K +$334K +9,556 New
SWM
369
SeaCrest Wealth Management
New York
$357K -$9.04K -259 -3%
O
370
Ossiam
France
$352K
QCG
371
Quadrant Capital Group
Ohio
$351K +$156K +4,476 +91%
Assenagon Asset Management
372
Assenagon Asset Management
Luxembourg
$347K -$7.98M -228,726 -96%
MW
373
Marcum Wealth
Ohio
$339K -$244 -7 -0.1%
PF
374
Phoenix Financial
Israel
$339K -$10.9K -313 -3%
VCM
375
Virtue Capital Management
Tennessee
$339K -$363K -10,409 -54%