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Eversource Energy
ES

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
551
Greenleaf Trust
Michigan
$612K -$15K -216 -2%
GFA
552
Gallagher Fiduciary Advisors
Illinois
$604K -$2.77K -40 -0.5%
ABC
553
Anchor Bay Capital
California
$599K +$583K +8,421 New
VA
554
Valmark Advisers
Ohio
$599K -$5.82K -84 -1%
JTWM
555
Jackson Thornton Wealth Management
Alabama
$598K +$303K +4,370 +112%
CCM
556
Coldstream Capital Management
Washington
$597K -$155K -2,240 -21%
WS
557
Wedbush Securities
California
$595K +$125K +1,799 +28%
ECM
558
Evergreen Capital Management
Washington
$589K -$93.2K -1,346 -14%
CL
559
Choreo LLC
Illinois
$589K +$10.2K +147 +2%
BEAM
560
Baker Ellis Asset Management
Washington
$586K – – –
BCP
561
Blue Chip Partners
Michigan
$582K +$558K +8,060 New
CIA
562
Caerus Investment Advisors
Texas
$571K +$326K +4,708 +147%
AC
563
AXQ Capital
New Jersey
$571K +$547K +7,899 New
MAM
564
Martingale Asset Management
Massachusetts
$567K -$6.3K -91 -1%
SFC
565
SYM Financial Corp
Indiana
$565K +$541K +7,813 New
HH
566
Hilltop Holdings
Texas
$563K -$14.9K -215 -3%
AMI
567
Amica Mutual Insurance
Rhode Island
$560K -$151K -2,185 -22%
I
568
InceptionR
California
$558K -$805K -11,626 -60%
KIA
569
KCM Investment Advisors
California
$557K -$2.01K -29 -0.4%
TE
570
Tema ETFs
New York
$554K +$50.2K +725 +10%
BCI
571
Brinker Capital Investments
Pennsylvania
$551K -$54.6K -788 -9%
CAG
572
Crestwood Advisors Group
Massachusetts
$550K +$62.8K +907 +14%
BG
573
Bahl & Gaynor
Ohio
$549K – – –
PCIA
574
Prime Capital Investment Advisors
Kansas
$548K -$12.5K -180 -2%
VBCG
575
Valley Brook Capital Group
Pennsylvania
$544K – – –
21 22
23
24 25