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Eversource Energy
ES

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
601
Perigon Wealth Management
California
$238K -$5.95K -92 -3%
AWM
602
Axxcess Wealth Management
California
$238K +$226K +3,496 New
P
603
Pitcairn
Pennsylvania
$237K -$29K -449 -11%
SFP
604
Sterling Financial Planning
New Jersey
$235K +$223K +3,452 New
PHIC
605
Pine Haven Investment Counsel
Massachusetts
$235K +$223K +3,451 New
LWM
606
LongView Wealth Management
Georgia
$235K +$223K +3,450 New
WA
607
Wealth Alliance
New York
$234K +$222K +3,440 New
FA
608
FC Advisory
Pennsylvania
$234K +$222K +3,435 New
AWA
609
Arete Wealth Advisors
Illinois
$231K +$219K +3,391 New
RWA
610
Redhawk Wealth Advisors
Minnesota
$228K +$216K +3,344 New
CAG
611
Crestwood Advisors Group
Massachusetts
$227K +$216K +3,340 New
CBA
612
Coastal Bridge Advisors
Connecticut
$227K +$216K +3,335 New
MCWS
613
McKinley Carter Wealth Services
West Virginia
$226K +$214K +3,314 New
NWAG
614
Net Worth Advisory Group
Utah
$221K +$210K +3,250 New
MM
615
MQS Management
New York
$218K -$59.7K -924 -22%
ISL
616
Ingalls & Snyder LLC
New York
$216K +$205K +3,172 New
PMSA
617
Patrick M. Sweeney & Associates
Illinois
$216K +$205K +3,174 New
SWM
618
Sculati Wealth Management
Michigan
$215K +$204K +3,162 New
SG
619
StoneX Group
New York
$213K +$202K +3,124 New
SSB
620
Sandy Spring Bank
Maryland
$210K -$10.9K -168 -5%
PPW
621
Parcion Private Wealth
Washington
$210K +$200K +3,090 New
CAM
622
Cidel Asset Management
Ontario, Canada
$210K +$200K +3,089 New
PTC
623
Private Trust Company
Ohio
$209K +$54.3K +840 +38%
SWM
624
Spire Wealth Management
Virginia
$209K -$154K -2,378 -44%
BDF
625
Black Diamond Financial
Maryland
$208K +$197K +3,054 New
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25
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