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Eversource Energy
ES

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
526
Bar Harbor Wealth Management
New Hampshire
$331K – – –
TCOV
527
Trust Company of Vermont
Vermont
$330K -$101K -1,350 -22%
SIC
528
Sterling Investment Counsel
New York
$327K – – –
SDIC
529
South Dakota Investment Council
South Dakota
$326K – – –
BP
530
Ballentine Partners
Massachusetts
$325K -$92K -1,236 -21%
BAM
531
Belpointe Asset Management
Nevada
$323K -$96.6K -1,297 -22%
SPA
532
Shore Point Advisors
New Jersey
$322K – – –
FMAEN1
533
Fund Management at Engine No 1
California
$322K +$23.6K +317 +8%
FTDI
534
First Trust Direct Indexing
Massachusetts
$320K -$45K -604 -12%
SC
535
Savant Capital
Illinois
$317K -$56.3K -756 -14%
SBH
536
Segall Bryant & Hamill
Illinois
$313K +$3.35K +45 +1%
MCWS
537
McKinley Carter Wealth Services
West Virginia
$311K -$6.03K -81 -2%
CSIC
538
Clifford Swan Investment Counsel
California
$311K – – –
XT
539
XTX Topco
Cayman Islands
$309K +$325K +4,361 New
CA
540
Cullinan Associates
Kentucky
$309K – – –
BSW
541
Buckingham Strategic Wealth
Missouri
$299K -$17.9K -241 -5%
GWI
542
Grace & White Inc
New York
$298K – – –
MCM
543
MAI Capital Management
Ohio
$298K -$31K -416 -9%
HWMG
544
Hurlow Wealth Management Group
Indiana
$296K -$74 -1 -0%
HWM
545
Hemington Wealth Management
Virginia
$296K – – –
CI
546
Cigna Investments
Connecticut
$296K +$1.12K +15 +0.4%
MHIC
547
Marble Harbor Investment Counsel
Massachusetts
$295K – – –
WA
548
Waddell & Associates
Tennessee
$294K +$309K +4,144 New
MSA
549
Marino Stram & Associates
Massachusetts
$293K +$64.5K +866 +27%
C
550
CEDRUS
Colorado
$288K +$7.89K +106 +3%
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