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National Grid

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
226
Meridian Wealth Management
Kentucky
$388K +$362K +5,905 New
Janus Henderson Group
227
Janus Henderson Group
$387K +$30.9K +504 +9%
MCCP
228
Mission Creek Capital Partners
California
$383K -$126K -2,061 -26%
BP
229
Ballentine Partners
Massachusetts
$383K +$58.5K +954 +20%
Lazard Asset Management
230
Lazard Asset Management
New York
$380K -$9.87K -161 -3%
CFG
231
Carr Financial Group
Massachusetts
$377K +$13.3K +217 +4%
AWA
232
Aaron Wealth Advisors
Illinois
$374K +$349K +5,689 New
GQG Partners
233
GQG Partners
Florida
$372K +$347K +5,664 New
KeyBank National Association
234
KeyBank National Association
Ohio
$370K +$38.9K +634 +13%
KFS
235
Keynote Financial Services
Connecticut
$367K -$3.56K -58 -1%
WS
236
Wedbush Securities
California
$366K -$137K -2,240 -29%
ATIA
237
American Trust Investment Advisors
New Hampshire
$364K -$981 -16 -0.3%
WI
238
WrapManager Inc
California
$363K -$97.7K -1,595 -22%
GWM
239
GSB Wealth Management
Connecticut
$358K -$32.5K -531 -9%
FAIM
240
Financial Advocates Investment Management
Washington
$354K +$5.21K +85 +2%
ECM
241
Evergreen Capital Management
Washington
$352K +$329K +5,369 New
FIM
242
Freedom Investment Management
Connecticut
$349K +$2.21K +36 +0.7%
HSBC Holdings
243
HSBC Holdings
United Kingdom
$349K -$42M -684,523 -99%
BCA
244
Bay Colony Advisors
Massachusetts
$347K -$1.72K -28 -0.5%
CCM
245
Coldstream Capital Management
Washington
$346K +$15.8K +257 +5%
LWM
246
LongView Wealth Management
Georgia
$344K
LFAS
247
Level Four Advisory Services
Texas
$343K +$20.2K +330 +6%
1WA
248
180 Wealth Advisors
Washington
$336K -$24.5K -399 -7%
S
249
Sunpointe
Missouri
$335K +$490 +8 +0.2%
RA
250
RFG Advisory
Alabama
$333K -$7.54K -123 -2%