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Lloyds Banking Group

Name Holding Trade Value Shares
Change
Change in
Stake
FMI
226
Frec Markets Inc
California
$387K +$26.9K +4,960 +8%
SAM
227
Silvercrest Asset Management
New York
$386K
MFG
228
Merit Financial Group
Georgia
$385K +$64.5K +11,900 +22%
TPI
229
Trust Point Inc
Wisconsin
$383K +$68.7K +12,678 +24%
FA
230
FDx Advisors
Illinois
$380K -$6.11K -1,126 -2%
FIA
231
Foundations Investment Advisors
Arizona
$377K -$12.1K -2,225 -3%
AG
232
Ascent Group
Virginia
$373K +$38.1K +7,021 +12%
PP
233
PDS Planning
Ohio
$367K -$499 -92 -0.1%
AWAP
234
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$366K -$6.26K -1,155 -2%
FRA
235
Frank Rimerman Advisors
California
$365K +$20.1K +3,704 +6%
NI
236
Natural Investments
California
$364K +$5.53K +1,020 +2%
GA
237
Greenspring Advisors
Maryland
$361K +$14.8K +2,738 +5%
VDC
238
Van Diest Capital
Iowa
$359K -$351K -64,779 -51%
WG
239
Winton Group
United Kingdom
$352K -$193K -35,500 -37%
PWPS
240
Pinnacle Wealth Planning Services
Ohio
$350K +$3.46K +638 +1%
CIS
241
Custom Index Systems
New York
$346K -$15.6K -2,872 -5%
BWP
242
BSW Wealth Partners
Colorado
$346K -$169K -31,184 -34%
LMFP
243
Larry Mathis Financial Planning
Arizona
$342K +$318K +58,725 New
State Street
244
State Street
Massachusetts
$340K -$271 -50 -0.1%
MFS
245
Mattson Financial Services
Michigan
$340K +$4.46K +823 +1%
Lido Advisors
246
Lido Advisors
California
$338K -$46.4K -8,553 -13%
CIA
247
Cape Investment Advisory
Georgia
$334K -$10.1K -1,854 -3%
IP
248
Indivisible Partners
Florida
$334K +$45.1K +8,319 +17%
AF
249
Allworth Financial
California
$328K -$5.09K -938 -2%
KAS
250
Kestra Advisory Services
Texas
$326K +$157K +28,915 +107%