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National Grid
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Name Holding Trade Value Shares
Change 		Change in
Stake
EI
176
Ethic Inc
New York
$327K +$325K +6,237 New
SPC
177
Sigma Planning Corp
Michigan
$320K +$8.35K +160 +3%
RA
178
RFG Advisory
Alabama
$320K +$8.4K +161 +3%
HAG
179
HighPoint Advisor Group
Illinois
$318K +$4.38K +84 +1%
GAMC
180
Garner Asset Management Corp
Texas
$315K -$59.7K -1,144 -16%
SWM
181
Spire Wealth Management
Virginia
$315K +$313K +6,002 New
OSAM
182
O'Shaughnessy Asset Management
Connecticut
$309K +$130K +2,492 +73%
SIC
183
Samalin Investment Counsel
New York
$306K -$31.3K -599 -9%
WAM
184
WNY Asset Management
New York
$304K +$302K +5,796 New
MCCP
185
Mission Creek Capital Partners
California
$301K +$23.4K +449 +8%
BF
186
BOK Financial
Oklahoma
$297K -$11K -210 -4%
BP
187
Ballentine Partners
Massachusetts
$295K -$64.2K -1,230 -18%
MC
188
Moors & Cabot
Massachusetts
$294K -$14.8K -283 -5%
LSAG
189
Lake Street Advisors Group
New Hampshire
$292K – – –
ATIA
190
American Trust Investment Advisors
New Hampshire
$286K – – –
SPIA
191
Steward Partners Investment Advisory
New York
$285K +$223K +4,280 +369%
QP
192
Quilter Plc
United Kingdom
$285K – – –
CS
193
Comerica Securities
Michigan
$282K -$94.7K -1,815 -25%
S
194
SignatureFD
Georgia
$282K -$12.6K -241 -4%
SW
195
SVB Wealth
Massachusetts
$282K +$280K +5,367 New
SWM
196
SeaCrest Wealth Management
New York
$276K -$23.6K -453 -8%
BCI
197
Brinker Capital Investments
Pennsylvania
$275K +$274K +5,254 New
SCM
198
Stonebridge Capital Management
California
$267K -$35.1K -673 -12%
DWT
199
Dorsey & Whitney Trust
South Dakota
$263K -$11.9K -228 -4%
RG
200
Rathbones Group
United Kingdom
$263K – – –
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