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Eversource Energy
ES

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
651
Triad Financial Advisors
North Carolina
$201K -$26.9K -315 -12%
SWA
652
Sightline Wealth Advisors
Connecticut
$201K – – –
RPCONE
653
Retirement Planning Company of New England
Rhode Island
$201K +$855 +10 +0.4%
ABC
654
Associated Banc-Corp
Wisconsin
$200K – – –
LFAS
655
Level Four Advisory Services
Texas
$200K +$194K +2,273 New
IAG
656
Investment Advisory Group
Massachusetts
$200K +$195K +2,282 New
WPA
657
West Paces Advisors
Georgia
$199K +$8.98K +105 +5%
HR
658
Howe & Rusling
New York
$199K +$257 +3 +0.1%
MA
659
Montag & Associates
Georgia
$194K – – –
ASN
660
Advisory Services Network
Georgia
$192K +$186K +2,178 New
AF
661
Advisornet Financial
Minnesota
$189K -$4.7K -55 -3%
SPWM
662
Spartan Planning & Wealth Management
North Carolina
$189K +$183K +2,145 New
MAM
663
Meeder Asset Management
Ohio
$182K +$177K +2,064 New
OBWP
664
O'Brien Wealth Partners
Massachusetts
$179K -$257 -3 -0.2%
MCC
665
Money Concepts Capital
Florida
$179K +$173K +2,026 New
BC
666
Bartlett & Co
Ohio
$179K +$173K +2,027 New
BCWM
667
Bartlett & Co Wealth Management
Ohio
$179K +$173K +2,027 New
TF
668
Tompkins Financial
New York
$177K – – –
SOAMC
669
Spirit of America Management Corp
New York
$172K -$42.8K -500 -20%
OC
670
Oakworth Capital
Alabama
$169K – – –
RE
671
RBC Europe
United Kingdom
$169K – – –
COCM
672
Charter Oak Capital Management
New Hampshire
$167K -$16.9K -198 -9%
EWM
673
Endurance Wealth Management
Rhode Island
$167K – – –
SC
674
Steph & Co
Wisconsin
$165K – – –
AWM
675
Accel Wealth Management
Iowa
$165K +$770 +9 +0.5%
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