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Lloyds Banking Group

Name Holding Trade Value Shares
Change
Change in
Stake
KP
251
Keel Point
Alabama
$76K +$19K +7,100 +38%
CC
252
Copperleaf Capital
North Carolina
$75.3K -$5.78K -2,153 -7%
SMA
253
Sage Mountain Advisors
Georgia
$75.1K +$12.1K +4,520 +20%
DWM
254
Diversify Wealth Management
Utah
$74.9K +$73.6K +27,425 New
CA
255
Crumly & Associates
Illinois
$74.6K -$1.19K -442 -2%
VCM
256
Virtue Capital Management
Tennessee
$74.2K -$1.02K -380 -2%
IRC
257
Investors Research Corp
Georgia
$74.1K
WPC
258
Wedmont Private Capital
Pennsylvania
$73.7K +$14.3K +5,336 +28%
UWS
259
Unique Wealth Strategies
Illinois
$72.9K
BPA
260
Beacon Pointe Advisors
California
$72.5K +$7.47K +2,786 +12%
LA
261
Lifeworks Advisors
Michigan
$72K -$660 -246 -0.9%
AssetMark Inc
262
AssetMark Inc
California
$71.6K +$9.49K +3,540 +16%
WTC
263
WhitTier Trust Company
Nevada
$70.3K +$6.18K +2,306 +10%
HIP
264
HUB Investment Partners
Texas
$69.8K +$17.8K +6,623 +35%
BRWA
265
B. Riley Wealth Advisors
Florida
$69.2K +$68K +25,337 New
SFC
266
SYM Financial Corp
Indiana
$68.9K +$67.7K +25,251 New
DOA
267
D'Orazio & Associates
Virginia
$68.6K +$25.8K +9,630 +62%
OWA
268
Octavia Wealth Advisors
Ohio
$67.5K +$4.08K +1,520 +7%
KFS
269
Keynote Financial Services
Connecticut
$67.2K
AF
270
Allworth Financial
California
$67K +$1.84K +688 +3%
MSA
271
Marino Stram & Associates
Massachusetts
$66.9K
GM
272
GeoWealth Management
Illinois
$65.7K +$10.7K +3,988 +20%
PMG
273
ProVise Management Group
Florida
$65K
HPM
274
Hoxton Planning & Management
West Virginia
$64.2K +$34.5K +12,866 +121%
FTUS
275
Flow Traders U.S.
New York
$63K +$62.1K +23,139 New