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National Grid
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Name Holding Trade Value Shares
Change 		Change in
Stake
BSB
526
Bangor Savings Bank
Maine
$8.46K -$15.2K -176 -64%
AIC
527
Archer Investment Corporation
Indiana
$8.46K – – –
CT
528
Coastline Trust
Rhode Island
$7.7K – – –
NECFA
529
New England Capital Financial Advisors
Connecticut
$7.7K – – –
FNWA
530
Financial Network Wealth Advisors
Utah
$7.7K +$1.12K +13 +17%
RF
531
Rossby Financial
Florida
$7.64K +$1.12K +13 +17%
RWS
532
Retirement Wealth Solutions
Wisconsin
$7.28K +$6.8K +79 +1,129%
PSFG
533
Park Square Financial Group
Georgia
$7.28K -$8.87K -103 -54%
PF
534
PlanVest Financial
Maryland
$7.19K +$7.24K +84 New
BW
535
Bravera Wealth
North Dakota
$6.6K – – –
HAP
536
Harbor Asset Planning
Massachusetts
$6.43K – – –
PWM
537
Proathlete Wealth Management
Florida
$6.01K – – –
BFS
538
Bare Financial Services
Pennsylvania
$5.92K +$1.38K +16 +30%
TSMHT
539
Thurston Springer Miller Herd & Titak
Indiana
$5.67K – – –
BIA
540
Bell Investment Advisors
California
$5.42K +$1.21K +14 +28%
NSIM
541
North Star Investment Management
Illinois
$5.16K +$517 +6 +11%
CFM
542
Cornerstone Financial Management
Massachusetts
$5.16K +$1.55K +18 +42%
BWM
543
Benson Wealth Management
Tennessee
$5.08K – – –
IAS
544
IMA Advisory Services
Colorado
$4.99K +$1.72K +20 +51%
ITIM
545
Indiana Trust & Investment Management
Indiana
$4.91K – – –
JWM
546
JPL Wealth Management
Colorado
$4.57K +$4.65K +54 New
WAG
547
Wiser Advisor Group
Arizona
$4.56K – – –
AWA
548
Acumen Wealth Advisors
Tennessee
$4.15K – – –
NRG
549
Nemes Rush Group
Michigan
$3.98K -$345 -4 -8%
IWS
550
Intentional Wealth Strategies
Colorado
$3.98K +$4.05K +47 New
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