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Eversource Energy
ES

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
376
Finer Wealth Management
Massachusetts
$828K – – –
DJSG
377
D.J. St. Germain
Massachusetts
$826K -$48.1K -607 -2%
TRCT
378
Tower Research Capital (TRC)
New York
$825K -$3.22M -40,566 -80%
AAG
379
Armstrong Advisory Group
Massachusetts
$822K +$778K +9,807 New
WT
380
Whittier Trust
California
$815K +$94.1K +1,187 +14%
MLA
381
My Legacy Advisors
Oregon
$815K +$40.4K +510 +5%
FDCDDQ
382
Federation des caisses Desjardins du Quebec
Quebec, Canada
$809K +$113K +1,427 +17%
HSA
383
HBK Sorce Advisory
Pennsylvania
$803K +$388K +4,893 +104%
VBCG
384
Valley Brook Capital Group
Pennsylvania
$797K – – –
PFGIA
385
Patriot Financial Group Insurance Agency
Massachusetts
$795K +$3.33K +42 +0.4%
CCG
386
Chatham Capital Group
Georgia
$782K – – –
TC
387
Toews Corporation
New Jersey
$780K -$301K -3,800 -29%
BFS
388
Bard Financial Services
Connecticut
$778K +$1.35K +17 +0.2%
VAS
389
Vestmark Advisory Solutions
Massachusetts
$770K +$378K +4,762 +108%
SC
390
SouthState Corp
Florida
$769K -$39.6K -499 -5%
VA
391
Valmark Advisers
Ohio
$766K +$43.9K +554 +6%
NECFA
392
New England Capital Financial Advisors
Connecticut
$766K +$762K +9,602 New
BFG
393
Bleakley Financial Group
New Jersey
$765K +$724K +9,124 New
CG
394
Caprock Group
Idaho
$764K +$100K +1,263 +16%
SWP
395
Stratos Wealth Partners
Ohio
$760K +$80.3K +1,012 +13%
DWM
396
Destination Wealth Management
California
$758K +$16.1K +203 +2%
EF
397
Empirical Finance
Pennsylvania
$757K +$57.5K +725 +9%
CFO
398
Colony Family Offices
North Carolina
$751K +$7.93K +100 +1%
API
399
Advisor Partners II
California
$746K -$142K -1,796 -17%
MP
400
McDonald Partners
Ohio
$744K +$13.7K +173 +2%
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16
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