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 |
|---|---|---|---|---|---|---|---|---|---|
| ZIPRECRUITER INC CL A | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -291 | -66.74 | 12-31-2023 |
| ENACT HLDGS INC COM | Stock | 2752 | $1,733 | 60 | 0.00 | 0.00 | 20 | 50.00 | 12-31-2023 |
| ESAB CORPORATION COM | Stock | 2753 | $1,732 | 20 | 0.00 | 0.00 | 12 | 150.00 | 12-31-2023 |
| STIFEL FINL CORP COM | Stock | 2754 | $1,729 | 25 | 0.00 | 0.00 | -79 | -75.96 | 12-31-2023 |
