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Eversource Energy
ES

Name Holding Trade Value Shares
Change 		Change in
Stake
GFG
601
Goldstone Financial Group
Illinois
$240K +$242K +3,063 New
JIC
602
Johnson Investment Counsel
Ohio
$238K +$2.69K +34 +1%
BDF
603
Black Diamond Financial
Maryland
$238K – – –
CWM
604
Cadence Wealth Management
Massachusetts
$238K – – –
GVAG
605
Great Valley Advisor Group
Delaware
$238K +$79 +1 +0%
CPWA
606
Cerro Pacific Wealth Advisors
California
$238K +$240K +3,037 New
TF
607
TimeScale Financial
Massachusetts
$237K +$3K +38 +1%
TW
608
TrinityPoint Wealth
Connecticut
$235K +$1.34K +17 +0.6%
GIA
609
Gateway Investment Advisers
Ohio
$234K -$12.2K -154 -5%
WC
610
Woodstock Corp
Massachusetts
$234K – – –
CCIA
611
Campbell & Co Investment Adviser
Maryland
$233K +$236K +2,982 New
CAM
612
Chesapeake Asset Management
New York
$233K +$235K +2,972 New
FAIM
613
Financial Advocates Investment Management
Washington
$232K +$158 +2 +0.1%
AC
614
Applied Capital
Arkansas
$230K – – –
BAM
615
Berkshire Asset Management
Pennsylvania
$230K +$232K +2,938 New
GWS
616
Glassman Wealth Services
Virginia
$228K -$18.9K -239 -8%
FCI
617
Financial Counselors Inc
Kansas
$228K -$12.8K -162 -5%
AWM
618
Accurate Wealth Management
Florida
$225K +$124K +1,574 +129%
MMA
619
Miracle Mile Advisors
California
$225K – – –
MA
620
MONECO Advisors
Connecticut
$224K +$227K +2,868 New
SIA
621
Schechter Investment Advisors
Michigan
$224K -$86.9K -1,100 -28%
PI
622
PFG Investments
New York
$222K +$225K +2,843 New
ARC
623
Advisor Resource Council
Texas
$220K +$217K +2,746 New
RWP
624
RWA Wealth Partners
Massachusetts
$220K – – –
CGL
625
Clarius Group LLC
Washington
$219K -$16.7K -212 -7%
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