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Lloyds Banking Group

Name Holding Trade Value Shares
Change
Change in
Stake
AP
251
Anchyra Partners
Georgia
$321K +$1.13K +209 +0.4%
PWG
252
Portside Wealth Group
Utah
$320K +$82.6K +15,225 +38%
FOA
253
Five Oceans Advisors
California
$319K – – –
VFA
254
Valeo Financial Advisors
Indiana
$317K +$46.4K +8,552 +19%
X
255
Xponance
Pennsylvania
$317K +$152K +28,122 +107%
Envestnet Portfolio Solutions
256
Envestnet Portfolio Solutions
Illinois
$311K +$24K +4,424 +9%
HIP
257
HUB Investment Partners
Texas
$309K +$70.2K +12,948 +32%
TCM
258
Traub Capital Management
Massachusetts
$309K – – –
BFA
259
Brown Financial Advisors
Ohio
$301K -$2.15K -397 -0.8%
7WCP
260
71 West Capital Partners
Massachusetts
$300K +$172K +31,668 +160%
CIA
261
Concurrent Investment Advisors
Florida
$297K +$3.62K +667 +1%
KWM
262
Keebeck Wealth Management
Illinois
$295K +$126K +23,242 +85%
AIM
263
Anchor Investment Management
South Carolina
$294K – – –
DADC
264
D.A. Davidson & Co
Montana
$292K – – –
OL
265
one8zero8 LLC
North Carolina
$292K – – –
DWM
266
Drive Wealth Management
Utah
$291K +$13.2K +2,429 +5%
BJL
267
Brighton Jones LLC
Washington
$291K +$35.3K +6,507 +15%
SRC
268
Sage Rhino Capital
California
$289K +$6.98K +1,287 +3%
PFPG
269
Pinnacle Financial Partners (Georgia)
Georgia
$284K -$26.7K -4,930 -9%
CCA
270
Checchi Capital Advisers
California
$282K +$618 +114 +0.2%
CA
271
Clearstead Advisors
Ohio
$276K -$256K -47,258 -50%
PWM
272
Perigon Wealth Management
California
$275K +$5.5K +1,014 +2%
WFI
273
West Family Investments
California
$273K +$7.68K +1,417 +3%
CW
274
CreativeOne Wealth
Kansas
$269K +$21.2K +3,913 +9%
FPAS
275
Focus Partners Advisor Solutions
Missouri
$269K -$2.55K -471 -1%