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Eversource Energy
ES

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
701
Cypress Wealth Services
California
$238K +$1.77K +27 +0.8%
IWM
702
Iams Wealth Management
Nebraska
$237K +$219K +3,333 New
PFS
703
Prospera Financial Services
Texas
$237K -$70.4K -1,073 -24%
CAM
704
Cidel Asset Management
Ontario, Canada
$237K – – –
MCM
705
MAI Capital Management
Ohio
$236K -$14.4K -219 -6%
SMA
706
Sage Mountain Advisors
Georgia
$234K +$216K +3,291 New
EWA
707
Exencial Wealth Advisors
Oklahoma
$233K +$215K +3,273 New
RWA
708
Redhawk Wealth Advisors
Minnesota
$233K +$5.44K +83 +3%
CIAS
709
CFS Investment Advisory Services
New Jersey
$231K +$203K +3,092 New
CSP
710
Cary Street Partners
Virginia
$230K -$4.33K -66 -2%
CGL
711
Clarius Group LLC
Washington
$230K -$85.8K -1,309 -29%
HWMG
712
Hurlow Wealth Management Group
Indiana
$230K -$39.3K -599 -16%
FIA
713
Foundations Investment Advisors
Arizona
$229K +$211K +3,216 New
TAM
714
Tocqueville Asset Management
New York
$228K – – –
ACIM
715
Azimuth Capital Investment Management
Michigan
$225K +$207K +3,157 New
FA
716
FC Advisory
Pennsylvania
$224K -$26.8K -408 -11%
EP
717
Essential Partners
California
$222K +$190K +2,905 +1,326%
FA
718
Fiduciary Alliance
South Carolina
$222K +$204K +3,114 New
VI
719
Versor Investments
New York
$221K -$577K -8,804 -74%
MT
720
Midwest Trust
Kansas
$220K +$203K +3,093 New
IA
721
IFP Advisors
Florida
$220K +$61.4K +937 +43%
KIA
722
Kraematon Investment Advisors
Massachusetts
$220K +$203K +3,089 New
CPWA
723
Cerro Pacific Wealth Advisors
California
$219K -$23.1K -353 -10%
QFW
724
QTR Family Wealth
Florida
$219K +$202K +3,075 New
OP
725
ORG Partners
Indiana
$215K +$93.4K +1,425 +89%
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