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Lloyds Banking Group
LYG

Name Holding Trade Value Shares
Change 		Change in
Stake
PTP
251
Platform Technology Partners
New York
$178K -$1.26K -260 -0.8%
AFP
252
Ausdal Financial Partners
Iowa
$175K -$12.8K -2,646 -7%
FPAS
253
Focus Partners Advisor Solutions
Missouri
$173K +$48.9K +10,093 +45%
WPC
254
Wedmont Private Capital
Pennsylvania
$173K +$8.79K +1,816 +6%
SA
255
SPWM Advisors
Michigan
$170K +$155K +32,071 New
SF
256
Summit Financial
New Jersey
$166K -$15.1K -3,116 -9%
IA
257
IFP Advisors
Florida
$164K -$6.2K -1,281 -4%
PWG
258
Portside Wealth Group
Utah
$163K +$75K +15,483 +102%
MWP
259
Meriwether Wealth & Planning
Louisiana
$157K -$32.5K -6,714 -18%
NA
260
NewEdge Advisors
Louisiana
$157K +$36.6K +7,554 +34%
EWA
261
EP Wealth Advisors
California
$154K +$141K +29,140 New
RA
262
Riversedge Advisors
Delaware
$154K +$5.94K +1,226 +4%
GWM
263
Gibbs Wealth Management
Georgia
$154K +$3.05K +630 +2%
AWM
264
Ariadne Wealth Management
California
$154K – – –
SCTC
265
Sanibel Captiva Trust Company
Florida
$152K +$12.9K +2,661 +10%
CA
266
Continuum Advisory
Idaho
$152K -$18.9K -3,913 -12%
PCG
267
Prosperity Consulting Group
Maryland
$151K +$1.26K +260 +0.9%
GC
268
Guggenheim Capital
Illinois
$149K +$508 +105 +0.4%
LW
269
Livet Wealth
Utah
$148K +$135K +27,953 New
PWPS
270
Pinnacle Wealth Planning Services
Ohio
$144K -$213 -44 -0.2%
CG
271
CFO4Life Group
Texas
$144K -$15K -3,104 -10%
BWA
272
Basecamp Wealth Advisors
Washington
$143K +$131K +27,074 New
TC
273
TownSquare Capital
Utah
$143K +$14.8K +3,052 +13%
SAI
274
Savvy Advisors Inc
New York
$142K +$17.7K +3,660 +16%
BIM
275
Brentview Investment Management
Illinois
$142K – – –
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11
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