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Eversource Energy
ES

Name Holding Trade Value Shares
Change 		Change in
Stake
RE
651
RBC Europe
United Kingdom
$67.6K – – –
BCWM
652
Bartlett & Co Wealth Management
Ohio
$64.4K – – –
CFA
653
Carroll Financial Associates
North Carolina
$64K -$5.26K -62 -8%
BC
654
Bartlett & Co
Ohio
$64K – – –
PCTC
655
Perkins Coie Trust Company
Washington
$64K – – –
CT
656
Caldwell Trust
Florida
$63.2K +$44.7K +527 +260%
HWMA
657
Heritage Wealth Management (Arizona)
Arizona
$58K +$56.7K +668 New
EWM
658
Elmwood Wealth Management
California
$57K +$56.1K +661 New
WTC
659
WhitTier Trust Company
Nevada
$56K +$5.86K +69 +12%
CCM
660
Cribstone Capital Management
Maine
$52K – – –
EI
661
Ellevest Inc
New York
$52K +$6.54K +77 +15%
MHR
662
Matthew Hamilton Rosenberg
$52K +$50.9K +600 New
HWA
663
Heritage Wealth Advisors
Virginia
$52K -$12.3K -145 -19%
BHWM
664
Bay Harbor Wealth Management
Maryland
$51K +$849 +10 +2%
TWM
665
Tradition Wealth Management
Minnesota
$49K – – –
SIM
666
Sonora Investment Management
Arizona
$48K +$3.06K +36 +7%
IAIM
667
International Assets Investment Management
Florida
$47K – – –
CHC
668
City Holding Co
West Virginia
$46K +$594 +7 +1%
KFS
669
Kelly Financial Services
Massachusetts
$45.1K +$255 +3 +0.6%
FI
670
FormulaFolio Investments
Michigan
$45K -$439K -5,178 -91%
FWM
671
Focused Wealth Management
New York
$45K – – –
EP
672
Eudaimonia Partners
Tennessee
$42K +$255 +3 +0.6%
DAM
673
Delta Asset Management
Tennessee
$41K – – –
CI
674
CX Institutional
Indiana
$40K +$13.5K +159 +52%
EFSCE
675
Enterprise Financial Services Corp (EFSC)
Missouri
$39K -$1.7K -20 -4%
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