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Essential Utilities

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
201
Philadelphia Trust Company
Pennsylvania
$516K – – –
D.E. Shaw & Co
202
D.E. Shaw & Co
New York
$511K -$349K -14,316 -40%
RHBC
203
R.H. Bluestein & Co
Michigan
$507K -$104K -4,250 -17%
Creative Planning
204
Creative Planning
Kansas
$502K -$60K -2,460 -10%
FT
205
Fiduciary Trust
Massachusetts
$497K – – –
CAM
206
Capstone Asset Management
Texas
$490K -$331K -13,593 -40%
MCM
207
Manchester Capital Management
Vermont
$489K – – –
KFC
208
Klingenstein Fields & Co
New York
$485K -$60.9K -2,500 -11%
RHJA
209
Rice Hall James & Associates
California
$477K – – –
WF
210
Welch & Forbes
Massachusetts
$473K – – –
AAM
211
Advisors Asset Management
Colorado
$466K -$71.4K -2,931 -13%
SCM
212
Shelton Capital Management
Colorado
$461K – – –
HighTower Advisors
213
HighTower Advisors
Illinois
$456K +$103K +4,221 +28%
KC
214
Kingfisher Capital
North Carolina
$452K +$72.6K +2,978 +18%
CAM
215
Carret Asset Management
New York
$447K – – –
AB
216
Amalgamated Bank
New York
$443K +$116K +4,752 +34%
MCM
217
Maryland Capital Management
Maryland
$442K – – –
PIM
218
Penobscot Investment Management
Massachusetts
$440K – – –
WAM
219
World Asset Management
Michigan
$409K -$72K -2,953 -15%
HFS
220
HL Financial Services
Kentucky
$399K +$65.5K +2,687 +19%
FAAS
221
First Allied Advisory Services
California
$396K -$67.4K -2,766 -14%
FTC
222
Farmers Trust Company
Ohio
$396K – – –
PAM
223
Princeton Alpha Management
New Jersey
$390K +$403K +16,546 New
B
224
Baird
Wisconsin
$385K -$1.02K -42 -0.3%
OC
225
Oppenheimer & Co
New York
$371K +$383K +15,731 New