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Eversource Energy
ES

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
626
Conning Inc
Connecticut
$203K -$27.2K -309 -11%
EFS
627
Econ Financial Services
Pennsylvania
$203K +$1.68K +19 +0.7%
SSG
628
Summit Securities Group
New York
$203K +$165K +1,877 +260%
RBC
629
Romano Brothers & Co
Illinois
$203K +$230K +2,607 New
AWS
630
Atria Wealth Solutions
New York
$203K -$1.68K -19 -0.7%
NDSI
631
Newman Dignan & Sheerar Inc
Rhode Island
$201K +$176 +2 +0.1%
PGFC
632
Peapack-Gladstone Financial Corp
New Jersey
$200K +$226K +2,568 New
CFFP
633
Center for Financial Planning
Michigan
$199K – – –
MAM
634
Meeder Asset Management
Ohio
$197K +$39.3K +446 +21%
TF
635
Tompkins Financial
New York
$192K +$39.8K +452 +23%
SPWM
636
Spartan Planning & Wealth Management
North Carolina
$191K +$216K +2,453 New
HR
637
Howe & Rusling
New York
$176K +$264 +3 +0.1%
IAIM
638
International Assets Investment Management
Florida
$176K +$199K +2,260 New
SC
639
Steph & Co
Wisconsin
$173K +$5.29K +60 +3%
MA
640
Montag & Associates
Georgia
$172K – – –
AF
641
Advisornet Financial
Minnesota
$172K +$4.05K +46 +2%
SIM
642
Sentry Investment Management
Wisconsin
$168K – – –
PTC
643
Private Trust Company
Ohio
$165K -$1.06K -12 -0.6%
OBWP
644
O'Brien Wealth Partners
Massachusetts
$156K +$529 +6 +0.3%
BCWM
645
Bartlett & Co Wealth Management
Ohio
$152K -$4.32K -49 -2%
BC
646
Bartlett & Co
Ohio
$152K -$4.32K -49 -2%
SOAMC
647
Spirit of America Management Corp
New York
$152K – – –
AWM
648
Accel Wealth Management
Iowa
$151K +$881 +10 +0.5%
RCM
649
Raleigh Capital Management
North Carolina
$151K +$10.2K +116 +6%
EWM
650
Endurance Wealth Management
Rhode Island
$147K – – –
24 25
26
27 28