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National Grid
NGG

Name Holding Trade Value Shares
Change 		Change in
Stake
APWM
301
Atlas Private Wealth Management
New York
$9K – – –
CIA
302
ClearBridge Investments (Australia)
Australia
$9K – – –
ADL
303
Asset Dedication LLC
California
$9K +$8.66K +171 New
EFSCE
304
Enterprise Financial Services Corp (EFSC)
Missouri
$8K -$2.94K -58 -26%
CFA
305
Carroll Financial Associates
North Carolina
$8K – – –
ACA
306
Atlas Capital Advisors
Wyoming
$7.9K -$237K -4,680 -97%
GWS
307
Glassman Wealth Services
Virginia
$7K +$5.72K +113 +595%
HPC
308
HM Payson & Co
Maine
$6K -$26.2K -518 -83%
BWM
309
Baystate Wealth Management
Massachusetts
$5K -$5.22K -103 -54%
GAM
310
Gemmer Asset Management
California
$5K – – –
MIM
311
Macroview Investment Management
Maryland
$5K – – –
SL
312
Savior LLC
Massachusetts
$5K – – –
EI
313
Ellevest Inc
New York
$5K +$659 +13 +15%
WR
314
Watson Rebecca
$5K +$4.71K +93 New
AF
315
Arrow Financial
New York
$4K – – –
HWM
316
HighMark Wealth Management
Minnesota
$4K – – –
PK
317
Pflug Koory
Nebraska
$4K – – –
WB
318
West Bancorporation
Iowa
$4K – – –
JCM
319
Jacobi Capital Management
Pennsylvania
$3K – – –
WCG
320
Weaver Consulting Group
California
$3K – – –
ABC
321
Associated Banc-Corp
Wisconsin
$3K +$811 +16 +42%
CCA
322
Column Capital Advisors
Indiana
$3K +$2.28K +45 +188%
HS
323
Horan Securities
United States
$3K +$2.99K +59 New
RWM
324
Raffa Wealth Management
District of Columbia
$2.55K +$253 +5 +12%
BAM
325
Barrett Asset Management
New York
$2K – – –
11 12
13
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