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 |
|---|---|---|---|---|---|---|---|---|---|
| NICE LTD SPONSORED ADR | ADR | 751 | $79,605 | 399 | 0.00 | 0.00 | 155 | 63.52 | 12-31-2023 |
| 3M CO COM | Stock | 752 | $79,073 | 723 | 0.00 | 0.00 | -276 | -27.63 | 12-31-2023 |
| SS&C TECHNOLOGIES HLDGS INC COM | Stock | 753 | $78,954 | 1,292 | 0.00 | 0.00 | 166 | 14.74 | 12-31-2023 |
| BLACK HILLS CORP COM | Stock | 754 | $78,875 | 1,462 | 0.00 | 0.00 | -70 | -4.57 | 12-31-2023 |
