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National Grid
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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
301
Meeder Asset Management
Ohio
$20K +$18.2K +354 New
OPS
302
Orion Portfolio Solutions
Nebraska
$20K +$18.2K +355 New
HCM
303
Highlander Capital Management
New Jersey
$19K +$11.6K +226 +200%
FCA
304
FinTrust Capital Advisors
South Carolina
$18K – – –
CFGS
305
Concourse Financial Group Securities
Alabama
$15K -$10.9K -213 -45%
CB
306
Community Bank
New York
$15K – – –
TJHA
307
Thomas J. Herzfeld Advisors
Florida
$15K – – –
SWM
308
Sugarloaf Wealth Management
Georgia
$15K +$13.6K +265 New
POIA
309
Pin Oak Investment Advisors
Texas
$14K – – –
FGAM
310
Financial Gravity Asset Management
Texas
$13K -$1.03K -20 -8%
PWMG
311
Prestige Wealth Management Group
New Jersey
$13K – – –
EFSCE
312
Enterprise Financial Services Corp (EFSC)
Missouri
$13K +$2.36K +46 +24%
VCP
313
Verus Capital Partners
Arizona
$13K +$12K +233 New
FDCDDQ
314
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.2K – – –
CFG
315
Citizens Financial Group
Rhode Island
$12K -$5.19K -101 -33%
ME
316
McIlrath & Eck
Washington
$12K +$617 +12 +6%
AF
317
Allworth Financial
California
$11K – – –
BCA
318
Berman Capital Advisors
Georgia
$11K – – –
FPS
319
Fieldpoint Private Securities
Connecticut
$11K – – –
TF
320
TimeScale Financial
Massachusetts
$11K – – –
RWB
321
RMR Wealth Builders
New Jersey
$11K +$10.5K +204 New
ST
322
Smithfield Trust
Pennsylvania
$11K +$10.6K +207 New
SFPG
323
Stonebridge Financial Planning Group
Florida
$11K +$10.6K +207 New
DAM
324
Delta Asset Management
Tennessee
$10K – – –
EWM
325
Endurance Wealth Management
Rhode Island
$10K – – –
11 12
13
14 15