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Lloyds Banking Group

Name Holding Trade Value Shares
Change
Change in
Stake
WA
226
Wealthstream Advisors
New York
$169K +$5.11K +1,544 +4%
Thrivent Financial for Lutherans
227
Thrivent Financial for Lutherans
Minnesota
$166K
DCM
228
Decatur Capital Management
Georgia
$165K -$351 -106 -0.2%
PA
229
Procyon Advisors
Connecticut
$161K +$38.3K +11,588 +38%
CH
230
Cromwell Holdings
Wyoming
$160K
SIA
231
Schechter Investment Advisors
Michigan
$159K -$33.1K -10,001 -19%
HPM
232
Hoxton Planning & Management
West Virginia
$157K +$6.52K +1,972 +5%
PCIA
233
Prime Capital Investment Advisors
Kansas
$155K +$962 +291 +0.7%
BTWM
234
Baker Tilly Wealth Management
Wisconsin
$155K +$7.97K +2,410 +6%
CW
235
CreativeOne Wealth
Kansas
$153K +$5.86K +1,772 +5%
RCAG
236
Rehmann Capital Advisory Group
Michigan
$149K +$2.25K +680 +2%
BWP
237
BSW Wealth Partners
Colorado
$149K -$9.77K -2,955 -7%
DWM
238
Drive Wealth Management
Utah
$147K -$6.57K -1,988 -5%
FPL
239
Fortress Private Ledger
North Carolina
$147K +$57.2K +17,302 +82%
CA
240
Claro Advisors
Massachusetts
$142K -$8.14K -2,462 -6%
CA
241
Crumly & Associates
Illinois
$138K +$9.54K +2,884 +9%
AAP
242
Arax Advisory Partners
Colorado
$138K +$76.1K +23,020 +176%
PCS
243
Personal CFO Solutions
New Jersey
$136K -$3.86K -1,166 -3%
OL
244
Optas LLC
Texas
$136K -$4.13K -1,250 -3%
PTP
245
Platform Technology Partners
New York
$135K -$1.32K -400 -1%
CWM
246
CarsonAllaria Wealth Management
Illinois
$135K -$433 -131 -0.4%
AA
247
Addison Advisors
Vermont
$134K +$2.54K +767 +2%
Lido Advisors
248
Lido Advisors
California
$134K -$2.33K -703 -2%
IA
249
IFP Advisors
Florida
$133K +$608 +184 +0.5%
PMA
250
Prudent Man Advisors
Illinois
$131K