investment.com

EVERSOURCE ENERGY — reported holders

246 institutional managers with a reported position

This is history, not a current position. Each row is what a manager reported for the quarter shown, published up to 45 days after that quarter ended.

Aggregates

computed from the rows below
Managers reporting
246
Combined reported value
$801.2M
Top 5 concentration
31.5%
Median position
$474.9K
Largest position
$61.8M
Quarters represented
3
managers file on different schedules
Most recent quarter
2026Q3
Managers reporting shares
200
ManagerQuarterValueSharesFiledRecorded (UTC)
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026Q2$61.8M854,8812026-08-242026-08-25 03:50:14.792 UTC
Bank of New York Mellon Corp2026Q2$54.3M750,8772026-08-062026-08-07 03:50:55.512 UTC
MANUFACTURERS LIFE INSURANCE COMPANY, THE2026Q2$53.2M736,0122026-09-092026-09-10 03:50:13.229 UTC
AVIVA PLC2026Q2$45.3M627,3072026-08-132026-08-14 03:50:21.961 UTC
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP2026Q2$37.8M522,6222026-08-132026-08-14 03:50:17.614 UTC
ALLIANCEBERNSTEIN L.P.2026Q2$29.6M427,3122026-08-142026-08-15 03:50:22.417 UTC
Arbejdsmarkedets Tillaegspension2026Q2$29M401,8002026-07-172026-07-26 16:42:40.933 UTC
Jefferies Financial Group Inc.2026Q2$24.2M334,2542026-08-172026-08-18 03:50:38.870 UTC
ENVESTNET ASSET MANAGEMENT INC2026Q2$23.3M321,7572026-08-032026-08-06 03:56:57.726 UTC
Brookstone Capital Management2026Q3$22.2M346,5122026-10-222026-10-23 03:50:50.545 UTC
CITIGROUP INC2026Q2$19.7M272,3022026-08-032026-08-06 03:54:52.286 UTC
Aware Super Pty Ltd as trustee of Aware Super2026Q2$19.6M271,5782026-07-292026-08-06 04:01:33.158 UTC
Aberdeen Group plc2026Q2$19.4M268,6002026-07-312026-08-06 03:58:03.368 UTC
MERCER GLOBAL ADVISORS INC /ADV2026Q2$18.5M255,9572026-08-192026-08-20 03:50:18.193 UTC
Act Two Investors LLC2026Q2$17.2M238,0572026-08-102026-08-11 03:50:11.197 UTC
COMMONWEALTH EQUITY SERVICES, LLC2026Q2$17.1M237,2302026-07-292026-08-06 04:01:44.099 UTC
APG Asset Management N.V.2026Q2$16.4M258,7352026-08-122026-08-13 03:50:11.142 UTC
AMF Tjanstepension AB2026Q3$16.2M251,8332026-10-222026-10-23 03:50:12.487 UTC
Boston Trust Walden Corp2026Q2$15.1M208,9162026-07-242026-07-26 16:40:56.795 UTC
ASR Vermogensbeheer N.V.2026Q3$14.8M230,4492026-10-162026-10-17 03:50:06.626 UTC
Asset Management One Co., Ltd.2026Q2$12M165,5632026-07-282026-08-06 04:02:28.228 UTC
AMERIPRISE FINANCIAL INC2026Q2$11.7M161,9722026-08-142026-08-15 03:50:33.900 UTC
CIBC Asset Management Inc2026Q2$9.7M133,8342026-08-032026-08-06 03:54:45.738 UTC
Ensign Peak Advisors, Inc2026Q1$9.4M135,9762026-08-182026-08-19 03:50:28.709 UTC
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026Q2$8.2M113,1342026-08-172026-08-18 03:50:48.475 UTC
ASSETMARK, INC2026Q3$8.2M127,3432026-10-212026-10-22 03:50:21.145 UTC
ARIZONA STATE RETIREMENT SYSTEM2026Q2$7.8M107,7592026-08-072026-08-08 03:50:54.952 UTC
Czech National Bank2026Q2$7.7M107,0472026-07-082026-07-26 16:45:21.069 UTC
Nykredit A/S2026Q2$7.1M97,7672026-09-082026-09-09 03:50:04.122 UTC
Brick & Kyle, Associates2026Q2$6.2M88,8652026-08-062026-08-07 03:52:44.426 UTC
BANK OF NOVA SCOTIA TRUST CO2026Q2$6.1M84,9732026-08-122026-08-13 03:50:51.927 UTC
Ausbil Investment Management Ltd2026Q3$6.1M94,8762026-10-082026-10-09 03:50:37.893 UTC
ABN AMRO INVESTMENT SOLUTIONS2026Q3$5.4M84,5642026-10-212026-10-22 03:50:06.073 UTC
Daiwa Securities Group Inc.2026Q2$4.9M67,9372026-07-312026-08-06 04:00:08.748 UTC
CWA Asset Management Group, LLC2026Q3$4.6M71,4962026-10-192026-10-20 03:50:22.513 UTC
Rakuten Investment Management, Inc.2026Q2$4.5M61,4992026-08-182026-08-19 03:50:15.246 UTC
Allianz Asset Management GmbH2026Q2$4.4M61,5542026-09-022026-09-07 03:51:02.608 UTC
BFSG, LLC2026Q2$4.2M58,4772026-07-202026-07-26 16:42:29.543 UTC
Integrated Wealth Concepts LLC2026Q2$4M55,0712026-09-092026-09-10 03:50:07.603 UTC
B. Metzler seel. Sohn & Co. AG2026Q2$3.8M53,0372026-08-112026-08-12 03:50:42.023 UTC
BURNEY CO/2026Q3$3.8M58,9372026-10-152026-10-16 03:50:37.042 UTC
Catherine Avery Investment Management LLC2026Q2$3.7M51,3292026-07-272026-08-06 04:05:29.902 UTC
1832 Asset Management L.P.2026Q2$3.5M48,4452026-08-132026-08-14 03:50:04.721 UTC
Fulcrum Asset Management LLP2026Q2$3.4M45,5252026-08-182026-08-19 03:50:05.107 UTC
BRIGHTON JONES LLC2026Q2$3.2M44,7902026-08-112026-08-12 03:50:51.010 UTC
Somerset Trust Co2026Q2$3M42,0532026-07-062026-07-26 16:46:47.389 UTC
Avanza Fonder AB2026Q3$3M46,0332026-10-132026-10-14 03:50:41.570 UTC
Chicago Partners Investment Group LLC2026Q2$2.9M38,7732026-07-302026-08-06 04:01:08.864 UTC
ALLSTATE CORP2026Q2$2.8M39,3792026-08-132026-08-14 03:50:14.013 UTC
BLAIR WILLIAM & CO/IL2026Q2$2.6M35,8112026-08-112026-08-12 03:50:46.429 UTC
CENTRAL VALLEY ADVISORS, LLC2026Q2$2.5M34,6122026-07-222026-08-06 04:06:13.851 UTC
BlackRock, Inc.2026Q2$2.5M34,4392026-08-072026-08-08 03:51:54.443 UTC
Dynamic Advisor Solutions LLC2026Q2$2.3M31,3962026-07-072026-07-26 16:45:47.627 UTC
ALERUS FINANCIAL NA2026Q2$2.2M30,4982026-08-142026-08-15 03:50:20.494 UTC
BLB&B Advisors, LLC2026Q2$2.1M29,2742026-08-062026-08-07 03:50:31.523 UTC
AG2R LA MONDIALE GESTION D'ACTIFS2026Q2$2.1M28,6272026-07-232026-07-26 16:41:06.519 UTC
Castle Rock Wealth Management, LLC2026Q3$2M30,8582026-10-092026-10-10 03:50:35.334 UTC
&PARTNERS2026Q2$1.9M26,3852026-08-142026-08-15 03:50:03.244 UTC
Bull Harbor Capital LLC2026Q2$1.8M25,4182026-08-102026-08-11 03:50:34.671 UTC
Argent Advisors, Inc.2026Q2$1.8M24,9342026-08-052026-08-06 03:50:52.634 UTC
Ellsworth Advisors, LLC2026Q3$1.8M27,6972026-10-152026-10-16 03:51:19.295 UTC
Caprock Group, LLC2026Q2$1.7M24,0302026-07-272026-08-06 04:05:21.697 UTC
Allworth Financial LP2026Q2$1.7M23,9912026-08-112026-08-12 03:50:09.646 UTC
Apollon Wealth Management, LLC2026Q3$1.5M23,6512026-10-232026-10-24 03:50:54.699 UTC
CITIZENS FINANCIAL GROUP INC/RI2026Q3$1.5M23,2502026-10-232026-10-24 03:51:30.153 UTC
Astoria Portfolio Advisors LLC.2026Q2$1.5M20,2322026-08-172026-08-18 03:50:13.554 UTC
Accurate Wealth Management, LLC2026Q3$1.4M20,6172026-10-202026-10-21 03:50:08.538 UTC
CITADEL ADVISORS LLC2026Q2$1.3M17,9002026-09-022026-09-07 03:51:12.957 UTC
BENJAMIN EDWARDS INC2026Q2$1.3M17,4302026-07-242026-07-26 16:40:42.622 UTC
Camelot Portfolios, LLC2026Q2$1.3M17,3112026-07-172026-07-26 16:43:04.705 UTC
Crossmark Global Holdings, Inc.2026Q3$1.2M19,3572026-10-212026-10-22 03:51:28.281 UTC
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.2026Q2$1.2M16,7352026-08-122026-08-13 03:50:21.460 UTC
BOS Asset Management, LLC2026Q3$1.2M18,5862026-10-092026-10-10 03:50:26.561 UTC
Assenagon Asset Management S.A.2026Q3$1.2M18,4712026-10-152026-10-16 03:50:19.295 UTC
MASTERINVEST Kapitalanlage GmbH2026Q2$1.1M15,0792026-08-172026-08-18 03:50:44.401 UTC
Blackhawk Capital Partners, LLC2026Q2$984.2K13,6192026-07-202026-07-26 16:42:33.248 UTC
ALETHEA CAPITAL MANAGEMENT, LLC2026Q2$933.4K12,9152026-08-142026-08-15 03:50:21.484 UTC
Baker Avenue Asset Management, LP2026Q2$913.7K12,6432026-07-282026-08-06 04:02:52.348 UTC
GAMMA Investing LLC2026Q3$895.5K13,9572026-10-082026-10-09 03:51:30.802 UTC
Farther Finance Advisors, LLC2026Q3$883.9K13,7762026-10-082026-10-09 03:51:03.381 UTC
Belpointe Asset Management LLC2026Q2$879.2K12,1652026-07-312026-08-06 03:59:20.055 UTC
Canada Post Corp Registered Pension Plan2026Q2$834K11,5402026-07-152026-08-06 04:11:13.091 UTC
Boston Common Asset Management, LLC2026Q2$813.3K11,2532026-07-212026-07-26 16:42:11.225 UTC
BROWN BROTHERS HARRIMAN & CO2026Q2$803.1K11,1132026-08-122026-08-13 03:51:18.908 UTC
Centennial Wealth Advisory LLC2026Q3$760.3K11,8492026-10-162026-10-17 03:50:23.113 UTC
DAYMARK WEALTH PARTNERS, LLC2026Q2$704.3K9,7452026-07-312026-08-06 04:00:00.408 UTC
EASTERN BANK2026Q3$689.4K10,7452026-10-052026-10-06 03:50:15.409 UTC
Abel Hall, LLC2026Q2$681.4K9,4282026-07-242026-07-26 16:40:23.835 UTC
BetterWealth, LLC2026Q3$609.6K9,5022026-10-152026-10-16 03:50:40.010 UTC
CHOREO, LLC2026Q2$588.7K8,1442026-08-042026-08-06 03:53:11.419 UTC
Central Pacific Bank - Trust Division2026Q3$577.4K9,0002026-10-062026-10-07 03:50:25.396 UTC
AXQ CAPITAL, LP2026Q2$570.9K7,8992026-08-062026-08-07 03:50:21.793 UTC
DIVERSIFIED MANAGEMENT INC2026Q3$570.6K8,8932026-10-082026-10-09 03:50:53.804 UTC
ARMSTRONG ADVISORY GROUP, INC2026Q3$568.9K8,8672026-10-092026-10-10 03:50:09.851 UTC
EVERGREEN CAPITAL MANAGEMENT LLC2026Q3$557.1K8,6832026-10-232026-10-24 03:51:58.833 UTC
Crestwood Advisors Group, LLC2026Q2$549.8K7,6082026-08-032026-08-06 03:56:37.407 UTC
Demars Financial Group, LLC2026Q3$525.9K8,1962026-10-222026-10-23 03:51:10.613 UTC
Aprio Wealth Management, LLC2026Q2$506.1K7,0032026-07-242026-07-26 16:40:29.172 UTC
Baker Ellis Asset Management LLC2026Q3$494.5K7,7072026-10-142026-10-15 03:50:12.644 UTC
ROCKLAND TRUST CO2026Q3$474.9K7,4022026-10-052026-10-06 03:50:46.562 UTC
CONTRAVISORY INVESTMENT MANAGEMENT, INC.2026Q2$460.6K6,3742026-07-092026-07-26 16:44:58.284 UTC
Allspring Global Investments Holdings, LLC2026Q2$455.1K6,3032026-08-132026-08-14 03:50:26.006 UTC
Avidian Wealth Enterprises, LLC2026Q3$440.5K6,8662026-10-082026-10-09 03:50:40.127 UTC
Apella Capital, LLC2026Q3$439.8K6,7412026-10-082026-10-09 03:50:23.720 UTC
FIDUCIARY FINANCIAL GROUP, LLC2026Q2$438.5K6,0682026-07-102026-07-26 16:44:42.594 UTC
Alchemi Wealth, LLC2026Q2$436.9K6,0442026-07-292026-08-06 04:01:22.308 UTC
BAR HARBOR WEALTH MANAGEMENT2026Q3$426.3K6,6452026-10-212026-10-22 03:51:04.173 UTC
Abundance Wealth Counselors2026Q2$408.5K5,6522026-07-232026-07-26 16:41:13.352 UTC
Core Capital Management & Research, inc.2026Q2$400.5K5,7042026-09-092026-09-10 03:50:03.408 UTC
AXXCESS WEALTH MANAGEMENT, LLC2026Q3$396.5K6,1792026-10-212026-10-22 03:50:56.483 UTC
Alpha Family Trust2026Q2$393.1K5,4402026-08-102026-08-11 03:50:14.843 UTC
American State Bank (Iowa)2026Q2$392.9K5,4362026-07-092026-07-26 16:44:50.373 UTC
Compound Planning, Inc.2026Q2$389.4K5,3882026-08-042026-08-06 03:53:29.662 UTC
ANCHOR CAPITAL ADVISORS LLC2026Q2$387.8K5,3662026-08-052026-08-06 03:50:18.284 UTC
Checchi Capital Advisers, LLC2026Q2$372.3K5,1522026-08-042026-08-06 03:53:22.785 UTC
Americana Partners, LLC2026Q2$360.2K4,9842026-08-052026-08-06 03:50:50.731 UTC
Advisor OS, LLC2026Q2$344.8K4,7712026-08-052026-08-06 03:50:22.415 UTC
Elevated Capital Advisors, LLC2026Q2$342.7K4,7422026-08-032026-08-06 03:57:29.979 UTC
AlphaStar Capital Management, LLC2026Q3$328.2K5,1152026-10-162026-10-17 03:50:10.573 UTC
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors2026Q2$326.5K4,5182026-07-092026-07-26 16:44:56.223 UTC
Glenview Trust Co2026Q2$320.4K4,4342026-08-182026-08-19 03:50:32.402 UTC
1900 WEALTH MANAGEMENT LLC2026Q3$319.3K4,9762026-10-132026-10-14 03:50:08.493 UTC
M&T Bank Corp2026Q1$315.2K4,5492026-09-042026-09-07 03:50:15.932 UTC
Aegis Wealth Management, Inc.2026Q2$314.2K4,3482026-08-072026-08-08 03:50:36.965 UTC
Versant Capital Management, Inc2026Q3$307.6K4,7952026-10-022026-10-03 03:50:15.741 UTC
CLIFFORD SWAN INVESTMENT COUNSEL LLC2026Q2$307.1K4,2502026-08-202026-08-21 03:50:04.153 UTC
GRIMES & Co WEALTH MANAGEMENT, LLC2026Q2$294.3K4,0732026-07-172026-08-06 04:10:17.956 UTC
Allianz SE2026Q2$291.6K4,0352026-08-102026-08-11 03:50:07.670 UTC
Alan B Lancz & Associates, Inc.2026Q2$291.5K4,0332026-08-112026-08-12 03:50:08.280 UTC
CIDEL ASSET MANAGEMENT INC2026Q2$291.3K4,0312026-07-172026-07-26 16:43:02.935 UTC
Chris Bulman Inc2026Q2$285.5K3,9512026-07-222026-08-06 04:06:21.679 UTC
ASPIRIANT, LLC2026Q2$281.1K3,8892026-07-202026-07-26 16:42:23.392 UTC
Formidable Asset Management, LLC2026Q2$277.1K4,0002026-07-172026-08-06 04:10:10.525 UTC
CATALYST FINANCIAL PARTNERS LLC2026Q2$275.3K3,8102026-07-302026-08-06 04:01:01.155 UTC
Fifth Third Wealth Advisors LLC2026Q2$275.3K3,8092026-07-172026-08-06 04:09:49.251 UTC
Livforsakringsbolaget Skandia, Omsesidigt2026Q2$272.4K3,7712026-08-182026-08-19 03:50:09.078 UTC
Kingsview Wealth Management, LLC2026Q2$262.2K3,6282026-08-192026-08-20 03:50:08.219 UTC
Hamilton Capital, LLC2026Q3$260.8K4,0652026-10-082026-10-09 03:51:58.220 UTC
DAVENPORT & Co LLC2026Q3$257.2K4,0092026-10-142026-10-15 03:50:21.545 UTC
CHATHAM CAPITAL GROUP, INC.2026Q3$252.8K3,9402026-10-162026-10-17 03:50:21.674 UTC
TOMPKINS FINANCIAL CORP2026Q3$248.6K3,8752026-10-052026-10-06 03:50:55.386 UTC
Diversified Enterprises, LLC2026Q3$240.2K3,7432026-10-192026-10-20 03:50:41.719 UTC
First Growth Capital LLC2026Q2$238.1K3,2952026-07-162026-08-06 04:11:07.455 UTC
CFS Investment Advisory Services, LLC2026Q2$234.3K3,1472026-07-162026-07-26 16:43:25.530 UTC
CARY STREET PARTNERS FINANCIAL LLC2026Q2$233.1K3,2252026-07-172026-07-26 16:42:48.526 UTC
Ameritas Investment Partners, Inc.2026Q2$233.1K3,2252026-08-132026-08-14 03:50:38.354 UTC
Beacon Bank & Trust2026Q2$217.4K3,0082026-07-082026-07-26 16:45:12.643 UTC
Beirne Wealth Consulting Services, LLC2026Q2$216.3K2,9932026-07-152026-07-26 16:43:45.414 UTC
AGP FRANKLIN, LLC2026Q2$216K2,9892026-07-302026-08-06 04:00:15.616 UTC
71 West Capital Partners2026Q2$210.6K2,9142026-08-042026-08-06 03:52:10.996 UTC
OPTIMIZE FINANCIAL INC.2026Q2$209.9K2,9042026-08-272026-08-28 03:50:19.295 UTC
Exchange Bank2026Q2$209.1K2,8942026-07-092026-08-06 04:13:13.393 UTC
BEESE FULMER INVESTMENT MANAGEMENT, INC.2026Q3$205.2K3,1982026-10-232026-10-24 03:51:16.643 UTC
FC Advisory LLC2026Q3$202.3K3,1532026-10-052026-10-06 03:50:22.227 UTC
Amundi2026Q2$193.7K2,6802026-08-112026-08-12 03:50:21.307 UTC
Anchor Investment Management, LLC2026Q2$169.5K2,3462026-09-152026-09-18 03:50:20.159 UTC
Crews Bank & Trust2026Q2$145.4K2,0122026-07-162026-08-06 04:10:33.473 UTC
Parkside Financial Bank & Trust2026Q2$125K1,7302026-09-042026-09-07 03:50:05.287 UTC
Center for Financial Planning, Inc.2026Q2$107.5K1,4882026-07-212026-07-26 16:42:17.548 UTC
Drucker Wealth 3.0, LLC2026Q2$102.3K1,4152026-07-132026-07-26 16:44:25.646 UTC
MassMutual Private Wealth & Trust, FSB2026Q3$97.1K1,5142026-10-052026-10-06 03:50:28.044 UTC
GoalVest Advisory LLC2026Q3$96.8K1,5092026-10-022026-10-03 03:50:08.716 UTC
Board of the Pension Protection Fund2026Q2$94K1,3002026-08-072026-08-08 03:56:51.159 UTC
BROWN, LISLE/CUMMINGS, INC.2026Q3$93.4K1,4552026-10-162026-10-17 03:50:16.619 UTC
Bogart Wealth, LLC2026Q2$86.4K1,1952026-07-242026-07-26 16:40:52.695 UTC
CYBER HORNET ETFs LLC2026Q2$73.9K1,0232026-08-242026-08-25 03:50:11.910 UTC
FIRST COMMUNITY TRUST NA2026Q3$69.3K1,0802026-10-072026-10-08 03:50:43.032 UTC
Beaird Harris Wealth Management, LLC2026Q2$61.4K8502026-07-082026-07-26 16:45:13.314 UTC
CITY HOLDING CO2026Q3$56.8K8852026-10-192026-10-20 03:50:20.362 UTC
Bayforest Capital Ltd2026Q2$55.2K7642026-08-052026-08-06 03:50:58.261 UTC
OLD REPUBLIC INTERNATIONAL CORP2026Q2$50.9K703,9332026-07-062026-07-26 16:46:41.426 UTC
Caitong International Asset Management Co., Ltd2026Q2$49.9K6902026-08-052026-08-06 03:51:05.103 UTC
ELEVATION WEALTH PARTNERS, LLC2026Q3$49.2K7672026-10-072026-10-08 03:50:26.279 UTC
Grove Bank & Trust2026Q3$48.4K7542026-10-082026-10-09 03:51:54.043 UTC
Ashurst Perkins Coie Trust Co2026Q3$47.1K7342026-10-152026-10-16 03:50:17.302 UTC
BROADWATER CAPITAL MANAGEMENT LLC2026Q2$44.8K6202026-07-242026-07-26 16:40:49.422 UTC
FIRST FINANCIAL CORP /IN/2026Q2$43.4K6002026-07-072026-07-26 16:46:07.383 UTC
Bangor Savings Bank2026Q3$38.8K6042026-10-062026-10-07 03:50:06.226 UTC
Byrne Asset Management LLC2026Q3$38.6K6002026-10-062026-10-07 03:50:12.772 UTC
Hilltop National Bank2026Q2$36.1K5002026-07-022026-07-26 16:47:10.603 UTC
Cromwell Holdings LLC2026Q2$31.9K4412026-07-142026-08-06 04:11:44.007 UTC
AMERICAN CENTURY COMPANIES INC2026Q2$31.8K4402026-08-142026-08-15 03:50:59.893 UTC
AdvisorNet Financial, Inc2026Q2$31K4292026-07-232026-07-26 16:41:14.322 UTC
Activest Wealth Management2026Q3$25K3902026-10-152026-10-16 03:50:09.337 UTC
FIRST HORIZON CORP2026Q2$24.7K3422026-07-202026-08-06 04:07:53.696 UTC
Gleason Group, Inc.2026Q2$22K3042026-07-132026-08-06 04:12:26.711 UTC
CHESAPEAKE ASSET MANAGEMENT LLC2026Q2$21.7K3002026-08-042026-08-06 03:53:05.401 UTC
AMERIFLEX GROUP, INC.2026Q2$19.5K2702026-08-142026-08-15 03:50:30.995 UTC
Field & Main Bank2026Q2$18.9K2622026-08-192026-08-20 03:50:17.217 UTC
Bruce G. Allen Investments, LLC2026Q2$18.9K2612026-07-312026-08-06 03:59:37.593 UTC
COUNTRY TRUST BANK2026Q2$18.4K2542026-07-152026-07-26 16:43:51.709 UTC
FARMERS & MERCHANTS INVESTMENTS INC2026Q2$17.9K2472026-07-202026-08-06 04:06:57.879 UTC
BANK OF MONTREAL /CAN/2026Q2$17.6K2442026-08-122026-08-13 03:50:23.330 UTC
Cassaday & Co Wealth Management LLC2026Q2$16.8K2332026-08-102026-08-11 03:50:37.778 UTC
Cedar Mountain Advisors, LLC2026Q3$16.8K2622026-10-152026-10-16 03:51:02.602 UTC
BAYBAN2026Q2$15.2K2102026-07-302026-08-06 04:00:48.631 UTC
City State Bank2026Q2$14K1942026-07-142026-07-26 16:44:05.738 UTC
GK Wealth Management LLC2026Q3$11.1K1742026-10-092026-10-10 03:50:49.238 UTC
ALBION FINANCIAL GROUP /UT2026Q3$9.2K1442026-10-212026-10-22 03:50:14.391 UTC
Blue Trust, Inc.2026Q3$8.7K1362026-10-152026-10-16 03:50:40.590 UTC

Source: U.S. Securities and Exchange Commission, Form 13F

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