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Eversource Energy
ES

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
826
AGP Franklin
Tennessee
$216K +$207K +2,989 New
FM
827
Family Management
New York
$215K +$206K +2,970 New
ICP
828
Interchange Capital Partners
Pennsylvania
$213K +$205K +2,954 New
SFS
829
Sowell Financial Services
Arkansas
$213K +$204K +2,950 New
FFA
830
Fi3 Financial Advisors
Indiana
$212K +$113K +1,634 New
CFO
831
Cambient Family Office
Michigan
$211K +$202K +2,916 New
7WCP
832
71 West Capital Partners
Massachusetts
$211K +$202K +2,914 New
OF
833
Optimize Financial
California
$210K -$693 -10 -0.3%
SCS
834
Sound Capital Solutions
Florida
$210K +$201K +2,904 New
EB
835
Exchange Bank
California
$209K +$346 +5 +0.2%
WC
836
Waterloo Capital
Texas
$208K +$200K +2,882 New
HWMG
837
Hurlow Wealth Management Group
Indiana
$208K +$199K +2,880 New
FWM
838
Focused Wealth Management
New York
$208K +$199K +2,875 New
PAM
839
Peak Asset Management
Colorado
$207K +$198K +2,866 New
PWAM
840
Pinnacle West Asset Management
Wyoming
$206K +$197K +2,850 New
DOA
841
D'Orazio & Associates
Virginia
$206K +$197K +2,849 New
NPFS
842
Novak & Powell Financial Services
Florida
$206K +$197K +2,848 New
EGM
843
Engineers Gate Manager
New York
$205K -$7.65M -110,485 -97%
SBFM
844
S-Bank Fund Management
Finland
$205K +$196K +2,830 New
FFP
845
FourThought Financial Partners
Florida
$204K +$196K +2,828 New
DWP
846
Destiny Wealth Partners
Florida
$203K +$167K +2,413 +568%
VIA
847
Virtus Investment Advisers
Connecticut
$201K +$139 +2 +0.1%
SAM
848
Smartleaf Asset Management
Massachusetts
$201K – – –
RFS
849
Richardson Financial Services
Massachusetts
$194K – – –
AA
850
Ancora Advisors
Ohio
$190K -$28.7K -414 -14%
32 33
34
35 36