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Eversource Energy
ES

Name Holding Trade Value Shares
Change 		Change in
Stake
OL
751
Optas LLC
Texas
$276K +$6.99K +101 +3%
SAG
752
SageView Advisory Group
California
$276K -$48.1K -694 -15%
CFP
753
Catalyst Financial Partners
Massachusetts
$275K +$1.87K +27 +0.7%
FTWA
754
Fifth Third Wealth Advisors
Ohio
$275K -$2.84K -41 -1%
SA
755
Sovran Advisors
California
$274K +$1.45K +21 +0.6%
LS
756
Livforsakringsbolaget Skandia
Sweden
$272K – – –
LFG
757
Larson Financial Group
Missouri
$272K -$58.2K -841 -18%
CWG
758
Cornerstone Wealth Group
North Carolina
$271K +$36.4K +526 +16%
AUB
759
Atlantic Union Bankshares
Virginia
$270K -$277 -4 -0.1%
HIS
760
Horizon Investment Services
Indiana
$269K +$3.32K +48 +1%
FWP
761
Flatrock Wealth Partners
California
$269K +$258K +3,719 New
SF
762
Symphony Financial
Texas
$268K +$255K +3,687 New
HFS
763
Hantz Financial Services
Michigan
$268K +$6.03K +87 +3%
WHG
764
Westwood Holdings Group
Texas
$268K +$256K +3,703 New
LWA
765
LifeGoal Wealth Advisors
New York
$265K +$254K +3,671 New
DC
766
Davenport & Co
Virginia
$265K -$900 -13 -0.4%
ACIM
767
Azimuth Capital Investment Management
Michigan
$264K – – –
TWM
768
Thrive Wealth Management
Pennsylvania
$263K -$35.5K -512 -12%
KWM
769
Kingsview Wealth Management
Oregon
$262K -$45.2K -652 -15%
FCA
770
Fortis Capital Advisors
Kansas
$259K +$248K +3,582 New
OAM
771
Oxford Asset Management
United Kingdom
$258K +$248K +3,576 New
CI
772
Cigna Investments
Connecticut
$258K – – –
FIA
773
Foundations Investment Advisors
Arizona
$258K -$26.2K -378 -10%
XT
774
XTX Topco
Cayman Islands
$255K +$25.8K +372 +12%
WQ
775
Wealth Quarterback
New Jersey
$255K +$16.6K +240 +7%
29 30
31
32 33