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Eversource Energy
ES

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
401
Independent Advisor Alliance
North Carolina
$522K +$97.2K +1,108 +20%
GWS
402
Glassman Wealth Services
Virginia
$515K -$88 -1 -0%
ECM
403
Everence Capital Management
Indiana
$515K – – –
DC
404
Davenport & Co
Virginia
$512K +$7.46K +85 +1%
BIA
405
Barry Investment Advisors
Massachusetts
$507K +$4.04K +46 +0.7%
WANY
406
Wealthspire Advisors (New York)
New York
$506K +$567K +6,467 New
GLA
407
Great Lakes Advisors
Illinois
$504K +$24.8K +283 +5%
BP
408
BBR Partners
New York
$504K +$565K +6,443 New
IC
409
IEQ Capital
California
$502K +$562K +6,407 New
SL
410
Savior LLC
Massachusetts
$494K -$8.77K -100 -2%
SMM
411
Stadion Money Management
Georgia
$493K -$83.3K -950 -13%
AWM
412
Aevitas Wealth Management
Massachusetts
$490K +$877 +10 +0.2%
PIA
413
Piedmont Investment Advisors
North Carolina
$484K +$8.77K +100 +2%
DIM
414
DC Investments Management
Virginia
$478K -$91.4K -1,042 -15%
PA
415
Parallel Advisors
California
$473K +$30K +342 +6%
BFO
416
Boston Family Office
Massachusetts
$471K -$24.3K -277 -4%
ECM
417
ETrade Capital Management
Virginia
$470K -$99.1K -1,130 -16%
BFC
418
Blue Fin Capital
Rhode Island
$468K -$30.1K -343 -5%
GT
419
Glenview Trust
Kentucky
$465K – – –
FMWA
420
Forvis Mazars Wealth Advisors
Missouri
$465K +$11.8K +135 +2%
RMC
421
Resources Management Corp
Connecticut
$465K +$64K +730 +14%
BHWM
422
Bar Harbor Wealth Management
New Hampshire
$463K -$88 -1 -0%
IG
423
ING Group
Netherlands
$463K +$150K +1,712 +41%
HSA
424
HBK Sorce Advisory
Pennsylvania
$462K +$8.69K +99 +2%
VLKIM
425
Van Lanschot Kempen Investment Management
Netherlands
$460K -$419K -4,773 -45%
15 16
17
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