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Lloyds Banking Group

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
226
ProVise Management Group
Florida
$29K +$671 +304 +2%
SWM
227
Spire Wealth Management
Virginia
$28K -$18K -8,169 -37%
GT
228
Greenleaf Trust
Michigan
$28K +$30.5K +13,829 New
Fisher Asset Management
229
Fisher Asset Management
Washington
$27K -$647 -293 -2%
BHB
230
Bank Hapoalim BM
Israel
$27K – – –
GAG
231
GM Advisory Group
New York
$27K – – –
ZIM
232
Zacks Investment Management
Illinois
$27K +$538 +244 +2%
DAS
233
Dynamic Advisor Solutions
Arizona
$27K +$28.7K +12,997 New
LA
234
Latitude Advisors
Florida
$26K -$55.5K -25,156 -67%
KeyBank National Association
235
KeyBank National Association
Ohio
$26K -$9.89K -4,483 -26%
RWB
236
RMR Wealth Builders
New Jersey
$26K – – –
BTI
237
Blue Trust Inc
Georgia
$26K +$24.2K +10,944 New
SPWM
238
Straight Path Wealth Management
Michigan
$26K +$28.2K +12,779 New
CWP
239
Concord Wealth Partners
Virginia
$25K – – –
BTWM
240
Baker Tilly Wealth Management
Wisconsin
$25K +$249 +113 +0.9%
CCA
241
Childress Capital Advisors
Texas
$25K +$27K +12,254 New
Thrivent Financial for Lutherans
242
Thrivent Financial for Lutherans
Minnesota
$24K -$120K -54,536 -82%
VC
243
Veery Capital
Delaware
$24K -$11K -4,992 -30%
GA
244
Gateway Advisory
New Jersey
$24K – – –
KTC
245
Kistler-Tiffany Companies
Pennsylvania
$24K – – –
PP
246
Pacifica Partners
Canada
$24K – – –
Wolverine Trading
247
Wolverine Trading
Illinois
$24K +$25.3K +11,480 New
BWM
248
Bulltick Wealth Management
Florida
$23.9K – – –
FWM
249
Focused Wealth Management
New York
$23K +$655 +297 +3%
FHA
250
First Horizon Advisors
Tennessee
$23K +$18.2K +8,239 +261%