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Essential Utilities

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
201
Creative Planning
Kansas
$500K -$32.1K -1,278 -6%
NFG
202
Next Financial Group
Texas
$500K +$522K +20,772 New
CAM
203
Carret Asset Management
New York
$497K
MCM
204
Maryland Capital Management
Maryland
$491K
PIM
205
Penobscot Investment Management
Massachusetts
$489K
KC
206
Kingfisher Capital
North Carolina
$477K -$24.3K -966 -5%
MC
207
Moors & Cabot
Massachusetts
$476K +$47.4K +1,886 +11%
FT
208
Fiduciary Trust
Massachusetts
$474K -$75.4K -3,000 -14%
FAAS
209
First Allied Advisory Services
California
$445K +$15.8K +628 +4%
IG
210
ING Group
Netherlands
$439K -$453K -18,000 -52%
CC
211
Cannell & Co
New York
$436K -$34.6K -1,375 -8%
WAM
212
World Asset Management
Michigan
$436K -$17.4K -693 -4%
CB
213
Commerce Bank
Missouri
$434K +$56.6K +2,250 +16%
FTC
214
Farmers Trust Company
Ohio
$433K -$7.07K -281 -2%
B
215
Baird
Wisconsin
$433K
UCFA
216
United Capital Financial Advisors
Texas
$430K +$56K +2,226 +16%
MFS
217
MSI Financial Services
Massachusetts
$409K +$102K +4,044 +35%
CAM
218
Capstone Asset Management
Texas
$401K -$109K -4,327 -22%
VKH
219
Virtu KCG Holdings
New York
$399K +$30.8K +1,224 +9%
JG
220
Jefferies Group
New York
$398K +$17K +675 +5%
LCP
221
Longbow Capital Partners
New York
$393K +$75.4K +3,000 +25%
CCC
222
Chelsea Counsel Company
California
$376K
GAM
223
Gotham Asset Management
New York
$372K -$17.9K -710 -5%
Thrivent Financial for Lutherans
224
Thrivent Financial for Lutherans
Minnesota
$359K
TH
225
Timber Hill
Connecticut
$359K +$5.38K +214 +2%