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Eversource Energy
ES

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
601
Abacus Wealth Partners
California
$259K -$7.01K -82 -3%
TF
602
TimeScale Financial
Massachusetts
$259K +$1.37K +16 +0.5%
CI
603
Conning Inc
Connecticut
$257K -$54.7K -640 -18%
FMAEN1
604
Fund Management at Engine No 1
California
$257K +$249K +2,911 New
GVAG
605
Great Valley Advisor Group
Delaware
$255K +$86 +1 +0%
AC
606
Applied Capital
Arkansas
$252K +$244K +2,857 New
SWM
607
SeaCrest Wealth Management
New York
$249K +$86 +1 +0%
RWP
608
RWA Wealth Partners
Massachusetts
$248K – – –
LNC
609
Lincoln National Corp
Pennsylvania
$243K -$23.7K -277 -9%
SW
610
SVB Wealth
Massachusetts
$243K -$2.31K -27 -1%
MMA
611
Miracle Mile Advisors
California
$243K – – –
BMC
612
Beaton Management Company
Massachusetts
$241K – – –
SIA
613
Schechter Investment Advisors
Michigan
$241K +$14.7K +172 +7%
FTDI
614
First Trust Direct Indexing
Massachusetts
$240K -$3.25K -38 -1%
YIA
615
YHB Investment Advisors
Connecticut
$240K – – –
MSFS
616
Main Street Financial Solutions
Pennsylvania
$238K +$4.36K +51 +2%
HFS
617
Hantz Financial Services
Michigan
$236K +$34.2K +400 +18%
WFI
618
West Family Investments
California
$236K +$229K +2,674 New
C
619
CEDRUS
Colorado
$235K -$2.57K -30 -1%
TPCW
620
TD Private Client Wealth
New York
$234K -$30.8K -360 -12%
BIP
621
Blueprint Investment Partners
North Carolina
$234K +$7.18K +84 +3%
JWM
622
JGP Wealth Management
Oregon
$234K +$15.3K +179 +8%
FFG
623
Ford Financial Group
California
$232K – – –
CIAS
624
Capital Investment Advisory Services
North Carolina
$231K -$14.7K -172 -6%
SIM
625
Sentry Investment Management
Wisconsin
$227K -$80.9K -946 -27%
23 24
25
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