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Lloyds Banking Group

Name Holding Trade Value Shares
Change
Change in
Stake
GI
226
GAMMA Investing
California
$126K -$18.5K -6,470 -12%
CAPTRUST Financial Advisors
227
CAPTRUST Financial Advisors
North Carolina
$122K -$214K -75,007 -63%
PP
228
PDS Planning
Ohio
$118K +$21.8K +7,649 +21%
DCM
229
Decatur Capital Management
Georgia
$118K -$1.78K -623 -1%
BGAI
230
Bruce G. Allen Investments
Colorado
$118K -$2.19K -768 -2%
WA
231
Wealthstream Advisors
New York
$116K +$5.13K +1,798 +4%
SRC
232
Sage Rhino Capital
California
$115K +$2.17K +760 +2%
PA
233
Parallel Advisors
California
$115K -$21.9K -7,686 -15%
BWP
234
BSW Wealth Partners
Colorado
$114K +$14K +4,903 +13%
CH
235
Cromwell Holdings
Wyoming
$114K
CGL
236
Clarius Group LLC
Washington
$114K
SW
237
SVB Wealth
Massachusetts
$112K +$118K +41,165 New
DWM
238
Drive Wealth Management
Utah
$110K -$1.68K -588 -1%
SG Americas Securities
239
SG Americas Securities
New York
$110K +$116K +40,553 New
PCIA
240
Prime Capital Investment Advisors
Kansas
$109K -$737 -258 -0.6%
LFA
241
Legacy Financial Advisors
Kentucky
$108K -$12.2K -4,266 -10%
CA
242
Claro Advisors
Massachusetts
$108K -$2.23K -779 -2%
HPM
243
Hoxton Planning & Management
West Virginia
$106K
HWM
244
HB Wealth Management
Georgia
$105K +$51.6K +18,052 +88%
RCAG
245
Rehmann Capital Advisory Group
Michigan
$104K +$9.86K +3,451 +10%
CW
246
CreativeOne Wealth
Kansas
$104K -$13.4K -4,676 -11%
BTWM
247
Baker Tilly Wealth Management
Wisconsin
$103K -$1.26K -441 -1%
OL
248
Optas LLC
Texas
$100K -$15.6K -5,448 -13%
PCS
249
Personal CFO Solutions
New Jersey
$100K +$1.56K +547 +2%
CG
250
CFO4Life Group
Texas
$99K