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National Grid
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Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
301
Rockbridge Investment Management
New York
$10K +$9.53K +188 New
APWM
302
Atlas Private Wealth Management
New York
$9K – – –
CIA
303
ClearBridge Investments (Australia)
Australia
$9K – – –
ADL
304
Asset Dedication LLC
California
$9K +$8.66K +171 New
EFSCE
305
Enterprise Financial Services Corp (EFSC)
Missouri
$8K -$2.94K -58 -26%
CFA
306
Carroll Financial Associates
North Carolina
$8K – – –
ACA
307
Atlas Capital Advisors
Wyoming
$7.9K -$237K -4,680 -97%
GWS
308
Glassman Wealth Services
Virginia
$7K +$5.72K +113 +595%
HPC
309
HM Payson & Co
Maine
$6K -$26.2K -518 -83%
BWM
310
Baystate Wealth Management
Massachusetts
$5K -$5.22K -103 -54%
GAM
311
Gemmer Asset Management
California
$5K – – –
MIM
312
Macroview Investment Management
Maryland
$5K – – –
SL
313
Savior LLC
Massachusetts
$5K – – –
EI
314
Ellevest Inc
New York
$5K +$659 +13 +15%
WR
315
Watson Rebecca
$5K +$4.71K +93 New
AF
316
Arrow Financial
New York
$4K – – –
HWM
317
HighMark Wealth Management
Minnesota
$4K – – –
PK
318
Pflug Koory
Nebraska
$4K – – –
WB
319
West Bancorporation
Iowa
$4K – – –
JCM
320
Jacobi Capital Management
Pennsylvania
$3K – – –
WCG
321
Weaver Consulting Group
California
$3K – – –
ABC
322
Associated Banc-Corp
Wisconsin
$3K +$811 +16 +42%
CCA
323
Column Capital Advisors
Indiana
$3K +$2.28K +45 +188%
HS
324
Horan Securities
United States
$3K +$2.99K +59 New
RWM
325
Raffa Wealth Management
District of Columbia
$2.55K +$253 +5 +12%
11 12
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