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Essential Utilities

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
201
HL Financial Services
Kentucky
$519K +$91.1K +3,775 +22%
Creative Planning
202
Creative Planning
Kansas
$510K -$22.1K -917 -4%
RHJA
203
Rice Hall James & Associates
California
$507K – – –
WF
204
Welch & Forbes
Massachusetts
$503K – – –
RHBC
205
R.H. Bluestein & Co
Michigan
$501K -$36.2K -1,500 -7%
HighTower Advisors
206
HighTower Advisors
Illinois
$497K +$11.4K +472 +2%
PNC
207
Park National Corp
Ohio
$492K -$121K -4,993 -20%
CAM
208
Capstone Asset Management
Texas
$492K -$28K -1,160 -6%
SCM
209
Shelton Capital Management
Colorado
$490K – – –
KC
210
Kingfisher Capital
North Carolina
$480K -$410 -17 -0.1%
CAM
211
Carret Asset Management
New York
$475K – – –
MCM
212
Maryland Capital Management
Maryland
$470K – – –
AB
213
Amalgamated Bank
New York
$467K -$3.28K -136 -0.7%
PIM
214
Penobscot Investment Management
Massachusetts
$467K – – –
Citigroup
215
Citigroup
New York
$466K -$1.04M -43,043 -70%
GCP
216
GSA Capital Partners
United Kingdom
$456K +$439K +18,197 New
CC
217
Cannell & Co
New York
$451K +$435K +18,000 New
WAM
218
World Asset Management
Michigan
$434K -$604 -25 -0.1%
FTC
219
Farmers Trust Company
Ohio
$421K – – –
IA
220
IndexIQ Advisors
New York
$417K +$125K +5,176 +45%
FAAS
221
First Allied Advisory Services
California
$416K -$7.39K -306 -2%
B
222
Baird
Wisconsin
$414K +$4.35K +180 +1%
MC
223
Moors & Cabot
Massachusetts
$413K +$398K +16,471 New
GAM
224
Gotham Asset Management
New York
$374K +$360K +14,910 New
QT
225
Quantbot Technologies
New York
$371K +$208K +8,615 +139%