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Eversource Energy
ES

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
526
Connecticut Wealth Management
Connecticut
$526K – – –
KFS
527
Keynote Financial Services
Connecticut
$523K -$30.5K -435 -5%
CCFCSB
528
Cape Cod Five Cents Savings Bank
Massachusetts
$522K – – –
KIA
529
KCM Investment Advisors
California
$522K +$97.5K +1,388 +22%
CCG
530
Chatham Capital Group
Georgia
$517K -$21.1K -300 -4%
PCA
531
Pallas Capital Advisors
Massachusetts
$517K -$594K -8,455 -52%
FT
532
Fiduciary Trust
Massachusetts
$516K -$49.4K -703 -8%
PCIA
533
Prime Capital Investment Advisors
Kansas
$515K -$53.9K -768 -9%
BIG
534
Brooklyn Investment Group
New York
$514K +$537K +7,642 New
BG
535
Bahl & Gaynor
Ohio
$513K – – –
CL
536
Choreo LLC
Illinois
$511K +$67.5K +962 +15%
WIA
537
World Investment Advisors
California
$509K +$239K +3,407 +82%
NAM
538
NorthCrest Asset Manangement
Minnesota
$508K +$109K +1,553 +26%
VBCG
539
Valley Brook Capital Group
Pennsylvania
$507K – – –
NW
540
NewEdge Wealth
Pennsylvania
$504K +$526K +7,485 New
SOS
541
Silver Oak Securities
Tennessee
$504K +$523K +7,455 New
DW30
542
Drucker Wealth 3.0
New Jersey
$502K -$41.1K -585 -7%
CIM
543
Contravisory Investment Management
Massachusetts
$500K -$24.9K -355 -5%
MFS
544
Mirabella Financial Services
United Kingdom
$497K +$518K +7,383 New
PWM
545
Prosperity Wealth Management
California
$497K +$1.26K +18 +0.2%
TRCT
546
Tower Research Capital (TRC)
New York
$494K +$53.6K +763 +12%
BP
547
Ballentine Partners
Massachusetts
$489K +$27.8K +396 +6%
FMWA
548
Forvis Mazars Wealth Advisors
Missouri
$488K – – –
CM
549
Capula Management
Cayman Islands
$479K +$141K +2,005 +39%
SPA
550
Sentinel Pension Advisors
Massachusetts
$477K +$498K +7,088 New
20 21
22
23 24