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Essential Utilities

Name Holding Trade Value Shares
Change
Change in
Stake
Chevy Chase Trust
401
Chevy Chase Trust
Maryland
$331K – – –
BHIA
402
Birch Hill Investment Advisors
Massachusetts
$327K – – –
SBH
403
Segall Bryant & Hamill
Illinois
$325K – – –
JIC
404
Johnson Investment Counsel
Ohio
$325K +$47.6K +982 +14%
LDFR
405
Lehman & Derafelo Financial Resources
Pennsylvania
$322K – – –
HSA
406
HBK Sorce Advisory
Pennsylvania
$321K -$18.9K -390 -5%
Northwestern Mutual Wealth Management
407
Northwestern Mutual Wealth Management
Wisconsin
$320K +$74.6K +1,540 +25%
TPW
408
Tiller Private Wealth
Pennsylvania
$319K -$201K -4,145 -35%
AIM
409
Anchor Investment Management
South Carolina
$316K – – –
PA
410
Pinnacle Associates
New York
$312K – – –
DP
411
Dearborn Partners
Illinois
$311K +$436 +9 +0.1%
EI
412
Ethic Inc
New York
$310K +$130K +2,691 +56%
VI
413
Versor Investments
New York
$308K +$360K +7,432 New
NAMP
414
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$306K – – –
WFA
415
Wipfli Financial Advisors
Wisconsin
$306K +$358K +7,390 New
WA
416
Wealthstar Advisors
Texas
$304K +$355K +7,330 New
PWA
417
Providence Wealth Advisors
Illinois
$303K – – –
ACM
418
Advisors Capital Management
New Jersey
$303K +$484 +10 +0.2%
CG
419
Caprock Group
Idaho
$301K +$21.6K +446 +7%
RFA
420
RTD Financial Advisors
Pennsylvania
$294K -$96.9K -2,000 -22%
FAFN
421
First Affirmative Financial Network
Colorado
$294K -$19.9K -411 -5%
CWM
422
CCG Wealth Management
California
$291K -$10.6K -218 -3%
KC
423
Kingfisher Capital
North Carolina
$291K +$1.99K +41 +0.6%
JIC
424
Joel Isaacson & Co
New York
$290K – – –
HI
425
Humankind Investments
New York
$289K +$21.2K +437 +7%