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National Grid

Name Holding Trade Value Shares
Change
Change in
Stake
PA
301
Parallel Advisors
California
$215K +$46.3K +755 +30%
NS
302
NBC Securities
Alabama
$215K -$26.3K -429 -12%
PP
303
PDS Planning
Ohio
$214K +$200K +3,261 New
IC
304
IEQ Capital
California
$209K +$196K +3,191 New
SMA
305
Sage Mountain Advisors
Georgia
$209K +$195K +3,180 New
MW
306
Marcum Wealth
Ohio
$209K +$195K +3,179 New
OFS
307
Orrstown Financial Services
Pennsylvania
$208K +$194K +3,169 New
VFA
308
Valeo Financial Advisors
Indiana
$205K +$191K +3,124 New
CCA
309
Checchi Capital Advisers
California
$204K +$190K +3,102 New
VFA
310
Voya Financial Advisors
Connecticut
$202K +$189K +3,080 New
WFI
311
West Family Investments
California
$202K +$188K +3,073 New
FW
312
FullCircle Wealth
Texas
$201K -$20.3K -331 -9%
SCP
313
Sivia Capital Partners
California
$201K +$188K +3,060 New
CC
314
Callan Capital
California
$201K +$187K +3,058 New
AF
315
Allworth Financial
California
$190K -$17K -277 -9%
SPIA
316
Steward Partners Investment Advisory
New York
$184K +$43.7K +713 +34%
Jones Financial Companies
317
Jones Financial Companies
Missouri
$178K +$116K +1,898 +234%
IAIM
318
International Assets Investment Management
Florida
$175K +$164K +2,672 New
IWA
319
Icon Wealth Advisors
Texas
$153K -$2.27K -37 -2%
CWP
320
Concord Wealth Partners
Virginia
$143K +$13.4K +219 +11%
TFA
321
Transamerica Financial Advisors
Florida
$141K +$132K +2,147 +214,700%
HFM
322
Hartford Financial Management
Connecticut
$139K
BONH
323
Bank of New Hampshire
New Hampshire
$135K
MRCM
324
M&R Capital Management
New Jersey
$128K -$9.74K -159 -8%
New York State Common Retirement Fund
325
New York State Common Retirement Fund
New York
$128K +$120K +1,954 New