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National Grid

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
526
CVA Family Office
Colorado
$2.63K – – –
FP
527
Financial Perspectives
Minnesota
$2.62K – – –
KG
528
Kilter Group
New York
$2.55K +$978 +13 +65%
CSB
529
City State Bank
Iowa
$2.01K – – –
AIM
530
Anchor Investment Management
South Carolina
$1.93K – – –
T
531
Tidemark
California
$1.93K – – –
CFD
532
Creative Financial Designs
Indiana
$1.83K -$376 -5 -17%
IBOK
533
Independence Bank of Kentucky
Kentucky
$1.78K +$1.73K +23 New
FGA
534
Fortis Group Advisors
New Jersey
$1.7K – – –
TAM
535
Tucker Asset Management
Colorado
$1.31K +$1.28K +17 New
ACA
536
American Capital Advisory
Idaho
$1.24K – – –
TFA
537
Toth Financial Advisory
Virginia
$1.24K +$1.2K +16 New
LI
538
LRI Investments
Florida
$928 – – –
MCM
539
MV Capital Management
Maryland
$851 +$827 +11 New
CSC
540
Caldwell Sutter Capital
California
$774 – – –
AWM
541
Abound Wealth Management
Tennessee
$619 – – –
GWP
542
Gen-Wealth Partners
Michigan
$619 – – –
RWS
543
Retirement Wealth Solutions
Wisconsin
$542 +$75 +1 +17%
TC
544
Trust Company
Kansas
$464 +$451 +6 New
RWM
545
RMG Wealth Management
Wisconsin
$177 – – –
PAS
546
Park Avenue Securities
New York
– -$3.46M -48,277 Closed
TA
547
Tectonic Advisors
Texas
– -$2.64M -36,842 Closed
CCIA
548
Campbell & Co Investment Adviser
Maryland
– -$1.09M -15,249 Closed
Kovitz Investment Group Partners
549
Kovitz Investment Group Partners
Illinois
– -$732K -10,222 Closed
QT
550
Quantbot Technologies
New York
– -$679K -9,480 Closed