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Eversource Energy
ES

Name Holding Trade Value Shares
Change 		Change in
Stake
SCF
401
Sante Capital Fund
Texas
$691K -$512K -5,815 -40%
CFO
402
Colony Family Offices
North Carolina
$690K -$23.4K -266 -3%
DWM
403
Destination Wealth Management
California
$689K -$29K -329 -4%
UH
404
Unigestion Holding
Switzerland
$685K -$297K -3,371 -28%
MP
405
McDonald Partners
Ohio
$678K +$28.6K +325 +4%
IC
406
Inverness Counsel
New York
$672K – – –
VA
407
Valmark Advisers
Ohio
$669K -$4.41K -50 -0.6%
CCFCSB
408
Cape Cod Five Cents Savings Bank
Massachusetts
$668K -$94.1K -1,068 -11%
WT
409
Whittier Trust
California
$665K +$3.97K +45 +0.5%
BF
410
BOK Financial
Oklahoma
$662K +$748K +8,484 New
PFO
411
Pathstone Family Office
New Jersey
$657K +$42.1K +478 +6%
EF
412
Empirical Finance
Pennsylvania
$648K +$121K +1,373 +20%
FDCDDQ
413
Federation des caisses Desjardins du Quebec
Quebec, Canada
$641K – – –
V
414
Veritable
Delaware
$638K +$7.14K +81 +1%
PP
415
Prudential plc
United Kingdom
$637K +$49.3K +559 +7%
ACM
416
AlphaCrest Capital Management
New York
$636K +$718K +8,152 New
SWP
417
Stratos Wealth Partners
Ohio
$628K +$2.29K +26 +0.3%
B
418
Bridgeworth
Alabama
$626K – – –
CA
419
Cetera Advisors
Colorado
$625K -$6.79K -77 -1%
CAG
420
Crestwood Advisors Group
Massachusetts
$620K -$10.6K -120 -1%
CG
421
Caprock Group
Idaho
$612K +$124K +1,412 +22%
ECM
422
Everence Capital Management
Indiana
$606K -$566K -6,420 -45%
FMWA
423
Forvis Mazars Wealth Advisors
Missouri
$601K -$4.5K -51 -0.7%
XT
424
XTX Topco
Cayman Islands
$600K -$552K -6,264 -45%
ETC
425
Exchange Traded Concepts
Oklahoma
$599K +$68.7K +779 +11%
15 16
17
18 19