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National Grid
NGG

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
401
Provenance Wealth Advisors
Florida
$7.5K – – –
PO
402
Private Ocean
California
$7.23K +$7.08K +112 New
GI
403
Gradient Investments
Minnesota
$6.89K -$2.21K -35 -25%
SIC
404
Salem Investment Counselors
North Carolina
$6.82K -$7.78K -123 -54%
DAM
405
Delta Asset Management
Tennessee
$6.82K – – –
BL
406
BFSG LLC
California
$6.82K +$6.71K +106 New
CFO
407
CVA Family Office
Colorado
$6.69K – – –
MFG
408
Mendota Financial Group
Wisconsin
$6.48K – – –
MIM
409
Macroview Investment Management
Maryland
$6.07K – – –
BG
410
Bollard Group
Massachusetts
$6K +$127 +2 +2%
WWP
411
WR Wealth Planners
Missouri
$5.73K +$5.63K +89 New
HIA
412
Harbor Investment Advisory
Maryland
$5.7K +$5.63K +89 New
HWM
413
HighMark Wealth Management
Minnesota
$5.7K +$127 +2 +2%
PFBT
414
Parkside Financial Bank & Trust
Missouri
$5.25K -$633 -10 -11%
FMTCOCP
415
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K – – –
T
416
Tidemark
California
$4.91K +$1.65K +26 +52%
SL
417
Salomon & Ludwin
Virginia
$4.71K – – –
BIA
418
Bell Investment Advisors
California
$4.03K +$1.65K +26 +70%
FCA
419
FinTrust Capital Advisors
South Carolina
$3.75K – – –
OLVIG
420
Oliver Lagore Vanvalin Investment Group
Michigan
$3.55K +$3.48K +55 New
HNB
421
Hilltop National Bank
Wyoming
$3.48K +$3.42K +54 New
FRA
422
Front Row Advisors
California
$3.21K +$3.16K +50 New
PA
423
PSI Advisors
Florida
$3.07K – – –
DJSG
424
D.J. St. Germain
Massachusetts
$3K – – –
CSC
425
Caldwell Sutter Capital
California
$2.73K +$2.66K +42 New
15 16
17
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