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Eversource Energy
ES

Name Holding Trade Value Shares
Change 		Change in
Stake
WTFG
601
Wells Trecaso Financial Group
Ohio
$354K – – –
ST
602
Spinnaker Trust
Maine
$350K – – –
TPBG
603
Turning Point Benefit Group
Maryland
$348K +$29.3K +447 +10%
MA
604
MJP Associates
Connecticut
$346K +$1.77K +27 +0.6%
CIMLRA
605
CBRE Investment Management Listed Real Assets
Pennsylvania
$344K -$355K -5,407 -53%
CFO
606
Callan Family Office
Pennsylvania
$342K -$101K -1,533 -24%
GC
607
Grimes & Company
Massachusetts
$339K -$215K -3,284 -41%
GIA
608
Gladstone Institutional Advisory
Florida
$335K +$12.5K +190 +4%
CFG
609
Citizens Financial Group
Rhode Island
$332K +$90.4K +1,379 +42%
OPW
610
Oxler Private Wealth
New York
$332K +$2.75K +42 +0.9%
SCP
611
Sivia Capital Partners
California
$330K +$304K +4,643 New
SAG
612
SageView Advisory Group
California
$327K -$9.57K -146 -3%
AWMM
613
Aegis Wealth Management (Maryland)
Maryland
$326K +$300K +4,578 New
CAMG
614
CWA Asset Management Group
Florida
$325K -$18.9K -288 -6%
SPA
615
Shore Point Advisors
New Jersey
$323K – – –
SHFA
616
SC&H Financial Advisors
Maryland
$321K +$66 +1 +0%
SWP
617
Stratos Wealth Partners
Ohio
$321K -$4.39K -67 -1%
IPWA
618
International Private Wealth Advisors
California
$318K -$35.8K -546 -11%
TWM
619
Trueblood Wealth Management
Ohio
$318K -$6.49K -99 -2%
SF
620
Synovus Financial
Georgia
$316K – – –
GWI
621
Grace & White Inc
New York
$314K – – –
RPCONE
622
Retirement Planning Company of New England
Rhode Island
$312K +$6.82K +104 +2%
AC
623
Apella Capital
Connecticut
$312K +$14K +214 +5%
MMA
624
Miracle Mile Advisors
California
$310K +$47.2K +720 +20%
GAM
625
Groupama Asset Management
France
$309K +$51.4K +784 +22%
23 24
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