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 |
|---|---|---|---|---|---|---|---|---|---|
| CAMDEN NATL CORP COM | Stock | 2901 | $1,242 | 33 | 0.00 | 33 | +Inf | 12-31-2023 | |
| ENVESTNET INC COM | Stock | 2902 | $1,238 | 25 | 0.00 | 25 | +Inf | 12-31-2023 | |
| ALPHATEC HLDGS INC COM NEW | Stock | 2903 | $1,224 | 81 | 0.00 | 81 | +Inf | 12-31-2023 | |
| SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF | ETF | 2904 | $1,220 | 35 | 0.00 | 0.00 | 13 | 59.09 | 12-31-2023 |
