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Eversource Energy
ES

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
726
Exencial Wealth Advisors
Oklahoma
$233K +$13K +185 +6%
SFP
727
Sterling Financial Planning
New Jersey
$232K – – –
PHIC
728
Pine Haven Investment Counsel
Massachusetts
$232K – – –
FIA
729
Foundations Investment Advisors
Arizona
$232K +$16.2K +231 +7%
IA
730
IFP Advisors
Florida
$231K +$23.6K +336 +11%
QFW
731
QTR Family Wealth
Florida
$229K +$15.7K +223 +7%
PCM
732
Prelude Capital Management
New York
$227K +$237K +3,373 New
FGC
733
First Growth Capital
Maryland
$226K +$226K +3,220 New
CI
734
CX Institutional
Indiana
$226K +$30.4K +433 +15%
FRA
735
Frank Rimerman Advisors
California
$225K -$6.67K -95 -3%
CIMLRA
736
CBRE Investment Management Listed Real Assets
Pennsylvania
$225K -$105K -1,494 -31%
SC
737
Sepio Capital
Utah
$224K +$234K +3,333 New
WSFS
738
Wilmington Savings Fund Society
Delaware
$224K -$1.33K -19 -0.6%
CWS
739
Cypress Wealth Services
California
$224K -$983 -14 -0.4%
CAM
740
Cidel Asset Management
Ontario, Canada
$224K – – –
PA
741
Procyon Advisors
Connecticut
$224K +$233K +3,325 New
JTWM
742
Jackson Thornton Wealth Management
Alabama
$222K +$231K +3,290 New
PFM
743
Patton Fund Management
Texas
$221K -$36.7K -522 -14%
AA
744
Ancora Advisors
Ohio
$219K +$67.6K +963 +42%
CGL
745
Clarius Group LLC
Washington
$218K +$211 +3 +0.1%
CWG
746
Cornerstone Wealth Group
North Carolina
$218K +$227K +3,234 New
CSP
747
Cary Street Partners
Virginia
$217K -$843 -12 -0.4%
DE
748
Diversified Enterprises
Delaware
$217K +$226K +3,224 New
RWA
749
Redhawk Wealth Advisors
Minnesota
$215K -$5.13K -73 -2%
PE
750
PCM Encore
Colorado
$213K +$223K +3,170 New
28 29
30
31 32