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Essential Utilities

Name Holding Trade Value Shares
Change
Change in
Stake
LIM
351
Loudon Investment Management
New Hampshire
$593K – – –
MAS
352
Meeder Advisory Services
Ohio
$587K +$61.1K +1,553 +11%
CCC
353
Chesapeake Capital Corp
Florida
$583K – – –
DADC
354
D.A. Davidson & Co
Montana
$583K +$16.7K +425 +3%
HWM
355
HB Wealth Management
Georgia
$579K +$38.4K +977 +7%
FPF
356
First Pacific Financial
Washington
$573K -$27.9K -710 -5%
OIA
357
Oakmont Investment Advisors
Pennsylvania
$572K +$587K +14,916 New
Nomura Holdings
358
Nomura Holdings
Japan
$571K +$63K +1,602 +12%
KCM
359
Kathmere Capital Management
Pennsylvania
$557K +$159K +4,032 +38%
HWAM
360
Hennion & Walsh Asset Management
New Jersey
$557K +$192K +4,876 +51%
WTC
361
WhitTier Trust Company
Nevada
$553K – – –
RFA
362
Resurgent Financial Advisors
Georgia
$553K – – –
Truist Financial
363
Truist Financial
North Carolina
$549K -$329K -8,363 -37%
US Bancorp
364
US Bancorp
Minnesota
$546K +$6.26K +159 +1%
IIM
365
INTECH Investment Management
Florida
$546K -$1.26M -32,110 -69%
ISL
366
Ingalls & Snyder LLC
New York
$545K -$66.1K -1,681 -11%
YIH
367
Y-Intercept (HK)
Hong Kong
$533K +$547K +13,898 New
Rockefeller Capital Management
368
Rockefeller Capital Management
New York
$533K +$113K +2,873 +26%
PBK
369
Peoples Bank (Kansas)
Kansas
$529K -$7.87K -200 -1%
RDWM
370
Red Door Wealth Management
Tennessee
$519K +$551 +14 +0.1%
Janus Henderson Group
371
Janus Henderson Group
$516K +$197K +5,000 +59%
WWM
372
Whalen Wealth Management
Nevada
$513K +$241K +6,122 +84%
Envestnet Portfolio Solutions
373
Envestnet Portfolio Solutions
Illinois
$512K +$9.84K +250 +2%
MGP
374
Metis Global Partners
California
$510K -$12.6K -319 -2%
FCBT
375
First Citizens Bank & Trust
North Carolina
$509K +$9.05K +230 +2%