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Essential Utilities

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
426
Meridian Wealth Partners
Pennsylvania
$282K -$30.2K -668 -10%
DWT
427
Dorsey & Whitney Trust
South Dakota
$282K -$5.16K -114 -2%
SCA
428
Stillwater Capital Advisors
Pennsylvania
$281K – – –
NFG
429
Nations Financial Group
Iowa
$280K – – –
RJT
430
Raymond James Trust
Florida
$280K -$724 -16 -0.3%
PTC
431
Private Trust Company
Ohio
$275K -$4.8K -106 -2%
MGP
432
Metis Global Partners
California
$274K +$260K +5,738 New
BIA
433
Bigelow Investment Advisors
Maine
$273K – – –
FIM
434
Freedom Investment Management
Connecticut
$273K +$259K +5,712 New
API
435
Advisor Partners II
California
$272K +$258K +5,696 New
LBC
436
Lowe Brockenbrough & Co
Virginia
$270K – – –
BCA
437
Bay Colony Advisors
Massachusetts
$264K – – –
FHB
438
First Hawaiian Bank
Hawaii
$264K -$398K -8,790 -61%
BMSSC
439
B. Metzler seel. Sohn & Co
Germany
$260K -$158K -3,482 -39%
GIA
440
Gateway Investment Advisers
Ohio
$259K +$246K +5,431 New
GT
441
Glenview Trust
Kentucky
$257K – – –
LW
442
Linscomb Wealth
Texas
$257K +$244K +5,380 New
Carson Wealth (CWM LLC)
443
Carson Wealth (CWM LLC)
Nebraska
$255K +$71.5K +1,580 +42%
GW
444
GW & Wade
Massachusetts
$252K +$13.1K +289 +6%
BMWM
445
Brown Miller Wealth Management
Virginia
$252K +$226 +5 +0.1%
OQS
446
Occudo Quantitative Strategies
Florida
$249K -$730K -16,126 -76%
UF
447
Univest Financial
Pennsylvania
$247K – – –
William Blair & Company
448
William Blair & Company
Illinois
$246K -$36.4K -804 -14%
WT
449
Washington Trust
Rhode Island
$242K +$96.9K +2,140 +73%
JIC
450
Joel Isaacson & Co
New York
$240K -$89.8K -1,983 -28%