Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EVERSOURCE WEALTH ADVISORS LLC | 02-09-2024 | 12-31-2023 | 6812 | 1,091,837,063 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COMMUNITY BK SYS INC COM | Stock | 2401 | $3,022 | 58 | 0.00 | 0.00 | 58 | +Inf | 12-31-2023 |
| BILL HOLDINGS INC COM | Stock | 2402 | $3,019 | 37 | 0.00 | 0.00 | -111 | -75.00 | 12-31-2023 |
| HORMEL FOODS CORP COM | Stock | 2403 | $3,018 | 94 | 0.00 | 0.00 | -218 | -69.87 | 12-31-2023 |
| FORWARD AIR CORP COM | Stock | 2404 | $3,018 | 48 | 0.00 | 0.00 | 6 | 14.29 | 12-31-2023 |
