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National Grid
NGG

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
501
JPL Wealth Management
Colorado
$18.4K +$14.3K +168 +311%
CNBTD
502
Citizens National Bank Trust Department
Mississippi
$18.1K – – –
PWA
503
Physician Wealth Advisors
Utah
$17.7K -$170 -2 -0.9%
BWS
504
Buck Wealth Strategies
Colorado
$17.6K +$18K +212 New
FMP
505
Financial Management Professionals
Texas
$17.5K – – –
AUB
506
Atlantic Union Bankshares
Virginia
$16.6K – – –
FDCDDQ
507
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.4K -$11.1K -130 -41%
PS
508
Planning Strategies
Pennsylvania
$15.3K +$15.7K +185 New
GCM
509
Gables Capital Management
Florida
$15.2K – – –
SWM
510
Spire Wealth Management
Virginia
$15.1K – – –
BFS
511
Bare Financial Services
Pennsylvania
$14.4K +$8.84K +104 +149%
SIC
512
SJS Investment Consulting
Ohio
$14.3K +$1.19K +14 +9%
SIC
513
Salem Investment Counselors
North Carolina
$13.9K -$340 -4 -2%
NB
514
NBT Bank
New York
$13.8K -$3.74K -44 -21%
AFC
515
Ares Financial Consulting
California
$13.3K – – –
HWP
516
Highline Wealth Partners
California
$13.3K – – –
RWM
517
Raffa Wealth Management
District of Columbia
$13.2K +$1.27K +15 +10%
KG
518
Kilter Group
New York
$12.7K +$10.1K +119 +350%
CA
519
CoreCap Advisors
Michigan
$12.2K -$4K -47 -24%
BCWM
520
Bartlett & Co Wealth Management
Ohio
$12K – – –
ECA
521
Elevated Capital Advisors
Utah
$11.9K – – –
CTB
522
Country Trust Bank
Illinois
$11.4K – – –
BWL
523
Bogart Wealth LLC
Virginia
$10.8K +$680 +8 +7%
AWM
524
Activest Wealth Management
Florida
$10.7K – – –
CFM
525
Cornerstone Financial Management
Massachusetts
$10.7K +$5.78K +68 +111%
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