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Essential Utilities

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
201
D.A. Davidson & Co
Montana
$512K +$220K +8,745 +81%
Creative Planning
202
Creative Planning
Kansas
$500K -$32.1K -1,278 -6%
NFG
203
Next Financial Group
Texas
$500K +$522K +20,772 New
CAM
204
Carret Asset Management
New York
$497K – – –
MCM
205
Maryland Capital Management
Maryland
$491K – – –
PIM
206
Penobscot Investment Management
Massachusetts
$489K – – –
KC
207
Kingfisher Capital
North Carolina
$477K -$24.3K -966 -5%
MC
208
Moors & Cabot
Massachusetts
$476K +$47.4K +1,886 +11%
FT
209
Fiduciary Trust
Massachusetts
$474K -$75.4K -3,000 -14%
FAAS
210
First Allied Advisory Services
California
$445K +$15.8K +628 +4%
IG
211
ING Group
Netherlands
$439K -$453K -18,000 -52%
CC
212
Cannell & Co
New York
$436K -$34.6K -1,375 -8%
WAM
213
World Asset Management
Michigan
$436K -$17.4K -693 -4%
CB
214
Commerce Bank
Missouri
$434K +$56.6K +2,250 +16%
FTC
215
Farmers Trust Company
Ohio
$433K -$7.07K -281 -2%
B
216
Baird
Wisconsin
$433K – – –
UCFA
217
United Capital Financial Advisors
Texas
$430K +$56K +2,226 +16%
MFS
218
MSI Financial Services
Massachusetts
$409K +$102K +4,044 +35%
CAM
219
Capstone Asset Management
Texas
$401K -$109K -4,327 -22%
VKH
220
Virtu KCG Holdings
New York
$399K +$30.8K +1,224 +9%
JG
221
Jefferies Group
New York
$398K +$17K +675 +5%
LCP
222
Longbow Capital Partners
New York
$393K +$75.4K +3,000 +25%
CCC
223
Chelsea Counsel Company
California
$376K – – –
GAM
224
Gotham Asset Management
New York
$372K -$17.9K -710 -5%
Thrivent Financial for Lutherans
225
Thrivent Financial for Lutherans
Minnesota
$359K – – –