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Eversource Energy
ES

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
601
Endurance Wealth Management
Rhode Island
$161K – – –
BWM
602
Baystate Wealth Management
Massachusetts
$161K +$37K +445 +31%
FMII
603
Farmers & Merchants Investments Inc
Nebraska
$154K +$416 +5 +0.3%
PMFA
604
Plante Moran Financial Advisors
Michigan
$150K – – –
OAM
605
Oppenheimer Asset Management
New York
$147K -$1.75K -21 -1%
MCM
606
MV Capital Management
Maryland
$146K – – –
HWM
607
Holloway Wealth Management
Florida
$144K – – –
GI
608
Gradient Investments
Minnesota
$137K +$582 +7 +0.4%
LWCFA
609
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$135K +$33.3K +400 +34%
TIM
610
Tortoise Investment Management
New York
$134K – – –
LS
611
Leelyn Smith
Illinois
$130K +$128K +1,542 New
RWG
612
Regal Wealth Group
California
$127K +$832 +10 +0.7%
OC
613
Oakworth Capital
Alabama
$125K – – –
WB
614
Webster Bank
Connecticut
$117K – – –
RA
615
Rational Advisors
New York
$112K +$91.9K +1,105 +536%
PCM
616
Penserra Capital Management
California
$109K -$1.61M -19,395 -94%
SWM
617
Selective Wealth Management
Virginia
$106K – – –
FWM
618
FSA Wealth Management
Massachusetts
$104K +$102K +1,225 New
AF
619
Advisornet Financial
Minnesota
$99K -$18.1K -218 -16%
APC
620
Aspire Private Capital
North Carolina
$98K +$96.1K +1,156 New
CCM
621
Cribstone Capital Management
Maine
$96K -$12.5K -150 -12%
RFA
622
Reilly Financial Advisors
California
$95K +$3.16K +38 +4%
SBL
623
Sargent Bickham Lagudis
Colorado
$94K +$6.65K +80 +8%
AIM
624
AIA Investment Management
Singapore
$93K +$27.8K +334 +44%
RIA
625
Realta Investment Advisors
Delaware
$89K – – –
23 24
25
26 27