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Eversource Energy
ES

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
601
Strategy Asset Managers
California
$228K +$9.83K +132 +4%
SSB
602
Sandy Spring Bank
Maryland
$228K -$18K -242 -7%
CA
603
CSM Advisors
Pennsylvania
$227K – – –
NRA
604
NSI Retail Advisors
Pennsylvania
$227K – – –
CCM
605
Coldstream Capital Management
Washington
$227K -$36.1K -485 -13%
FFP
606
FourThought Financial Partners
Florida
$226K -$17.7K -238 -7%
SWM
607
Sculati Wealth Management
Michigan
$224K – – –
GRP
608
Global Retirement Partners
California
$224K -$64.5K -866 -22%
GIA
609
Gateway Investment Advisers
Ohio
$222K +$10.8K +145 +5%
HH
610
Hilltop Holdings
Texas
$222K +$39.7K +533 +21%
PPW
611
Parcion Private Wealth
Washington
$219K – – –
EWA
612
EP Wealth Advisors
California
$219K +$656K +8,808 +552%
PCM
613
Parsons Capital Management
Rhode Island
$218K -$72.6K -975 -24%
CAM
614
Chesapeake Asset Management
New York
$217K +$7K +94 +3%
VSQM
615
V-Square Quantitative Management
Illinois
$216K +$22.2K +298 +11%
BDF
616
Black Diamond Financial
Maryland
$216K – – –
TF
617
TimeScale Financial
Massachusetts
$216K +$1.56K +21 +0.7%
CWM
618
Cadence Wealth Management
Massachusetts
$216K – – –
JIC
619
Johnson Investment Counsel
Ohio
$215K -$1.34K -18 -0.6%
TW
620
TrinityPoint Wealth
Connecticut
$213K +$596 +8 +0.3%
WC
621
Woodstock Corp
Massachusetts
$212K – – –
VEA
622
Virtus ETF Advisers
New York
$210K -$41K -551 -16%
AWM
623
Accurate Wealth Management
Florida
$209K +$5.88K +79 +3%
AC
624
Applied Capital
Arkansas
$208K – – –
EST
625
EA Series Trust
Pennsylvania
$206K +$216K +2,898 New
23 24
25
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