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National Grid

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
326
Bay Harbor Wealth Management
Maryland
$3K -$16.6K -290 -82%
FMP
327
Financial Management Professionals
Texas
$3K – – –
IPW
328
IronBridge Private Wealth
Texas
$3K – – –
PA
329
PSI Advisors
Florida
$3K +$2.93K +51 New
CAGAS
330
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
CWC
331
Carolinas Wealth Consulting
North Carolina
$2K – – –
KFI
332
Key Financial Inc
Pennsylvania
$2K +$2.35K +41 New
SWA
333
Sutton Wealth Advisors
Florida
$1.01K – – –
CWP
334
Concord Wealth Partners
Virginia
$1K -$3.79K -66 -79%
AFG
335
Albion Financial Group
Utah
$1K – – –
AWM
336
Avior Wealth Management
Nebraska
$1K – – –
CFD
337
Creative Financial Designs
Indiana
$1K – – –
JEST
338
JTC Employer Solutions Trustee
Jersey
$1K – – –
GKWIM
339
Gerber Kawasaki Wealth & Investment Management
California
$1K +$57 +1 New
SWA
340
SOA Wealth Advisors
New York
$1K +$57 +1 +3%
BIA
341
Bell Investment Advisors
California
$1K +$1.32K +23 New
BBL
342
Beck Bode LLC
Massachusetts
– -$12.9M -227,826 Closed
Adage Capital Partners
343
Adage Capital Partners
Massachusetts
– -$12.8M -226,153 Closed
MWNA
344
Marshall Wace North America
New York
– -$8.69M -153,742 Closed
Jane Street
345
Jane Street
New York
– -$4.4M -76,635 Closed
CS
346
Credit Suisse
Switzerland
– -$1.23M -21,773 Closed
NHC
347
Nicholas Hoffman & Company
Georgia
– -$634K -11,204 Closed
Marshall Wace
348
Marshall Wace
United Kingdom
– -$579K -10,239 Closed
LSAG
349
Lake Street Advisors Group
New Hampshire
– -$362K -6,220 Closed
SG
350
StoneX Group
New York
– -$328K -5,776 Closed