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Eversource Energy
ES

Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
701
Wilmington Savings Fund Society
Delaware
$238K -$91.7K -1,398 -29%
CWS
702
Cypress Wealth Services
California
$238K +$1.77K +27 +0.8%
IWM
703
Iams Wealth Management
Nebraska
$237K +$219K +3,333 New
PFS
704
Prospera Financial Services
Texas
$237K -$70.4K -1,073 -24%
CAM
705
Cidel Asset Management
Ontario, Canada
$237K – – –
MCM
706
MAI Capital Management
Ohio
$236K -$14.4K -219 -6%
SMA
707
Sage Mountain Advisors
Georgia
$234K +$216K +3,291 New
EWA
708
Exencial Wealth Advisors
Oklahoma
$233K +$215K +3,273 New
RWA
709
Redhawk Wealth Advisors
Minnesota
$233K +$5.44K +83 +3%
CIAS
710
CFS Investment Advisory Services
New Jersey
$231K +$203K +3,092 New
CSP
711
Cary Street Partners
Virginia
$230K -$4.33K -66 -2%
CGL
712
Clarius Group LLC
Washington
$230K -$85.8K -1,309 -29%
HWMG
713
Hurlow Wealth Management Group
Indiana
$230K -$39.3K -599 -16%
FIA
714
Foundations Investment Advisors
Arizona
$229K +$211K +3,216 New
TAM
715
Tocqueville Asset Management
New York
$228K – – –
ACIM
716
Azimuth Capital Investment Management
Michigan
$225K +$207K +3,157 New
FA
717
FC Advisory
Pennsylvania
$224K -$26.8K -408 -11%
EP
718
Essential Partners
California
$222K +$190K +2,905 +1,326%
FA
719
Fiduciary Alliance
South Carolina
$222K +$204K +3,114 New
VI
720
Versor Investments
New York
$221K -$577K -8,804 -74%
MT
721
Midwest Trust
Kansas
$220K +$203K +3,093 New
IA
722
IFP Advisors
Florida
$220K +$61.4K +937 +43%
KIA
723
Kraematon Investment Advisors
Massachusetts
$220K +$203K +3,089 New
CPWA
724
Cerro Pacific Wealth Advisors
California
$219K -$23.1K -353 -10%
QFW
725
QTR Family Wealth
Florida
$219K +$202K +3,075 New
27 28
29
30 31