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National Grid

Name Holding Trade Value Shares
Change
Change in
Stake
FFL
226
Future Fund LLC
Illinois
$491K +$460K +6,689 New
IWC
227
Integrated Wealth Concepts
Massachusetts
$489K +$8.87K +129 +2%
BHPW
228
Beverly Hills Private Wealth
California
$489K -$18.4K -268 -4%
GRP
229
Global Retirement Partners
California
$487K +$456K +6,643 New
QI
230
Qtron Investments
Massachusetts
$474K -$13K -189 -3%
GM
231
GeoWealth Management
Illinois
$468K +$197K +2,873 +82%
VCM
232
Versant Capital Management
Arizona
$464K -$15.5K -226 -3%
Jones Financial Companies
233
Jones Financial Companies
Missouri
$461K +$101K +1,467 +30%
MC
234
Moors & Cabot
Massachusetts
$456K +$28.2K +410 +7%
ECM
235
Evergreen Capital Management
Washington
$455K +$124K +1,804 +41%
Kovitz Investment Group Partners
236
Kovitz Investment Group Partners
Illinois
$453K +$421K +6,128 New
GCM
237
Gallacher Capital Management
Colorado
$453K +$3.71K +54 +0.9%
CIA
238
Concurrent Investment Advisors
Florida
$452K +$148K +2,151 +54%
Squarepoint
239
Squarepoint
New York
$450K -$1.22M -17,707 -74%
JIC
240
Joel Isaacson & Co
New York
$438K -$12K -175 -3%
RCAG
241
Rehmann Capital Advisory Group
Michigan
$435K +$408K +5,934 New
SAM
242
Smartleaf Asset Management
Massachusetts
$427K +$151K +2,193 +59%
RCM
243
RNC Capital Management
California
$427K +$37.8K +550 +10%
CIA
244
Cape Investment Advisory
Georgia
$427K -$142K -2,064 -26%
LFAS
245
Level Four Advisory Services
Texas
$424K +$9.41K +137 +2%
SPIA
246
Steward Partners Investment Advisory
New York
$420K -$44.6K -649 -10%
RFC
247
Regions Financial Corp
Alabama
$418K +$391K +5,697 New
SIC
248
Samalin Investment Counsel
New York
$417K -$11.5K -167 -3%
Janus Henderson Group
249
Janus Henderson Group
$415K -$11.3K -165 -3%
WSFS
250
Wilmington Savings Fund Society
Delaware
$412K +$75.6K +1,100 +24%