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Lloyds Banking Group

Name Holding Trade Value Shares
Change
Change in
Stake
HPWM
276
Highland Private Wealth Management
Washington
– -$18K -11,796 Closed
FIA
277
Foundations Investment Advisors
Arizona
– -$14K -11,022 Closed
WA
278
Wealth Alliance
New York
– -$17K -10,993 Closed
WAM
279
Wealthspire Advisors (Maryland)
Maryland
– -$16K -10,802 Closed
WANY
280
Wealthspire Advisors (New York)
New York
– -$16K -10,802 Closed
CCB
281
Cutter & Co Brokerage
Missouri
– -$16K -10,650 Closed
MSAM
282
Moloney Securities Asset Management
Missouri
– -$16K -10,354 Closed
GLLW
283
Graves Light Lenhart Wealth
Virginia
– -$15K -10,190 Closed
FHA
284
Flagship Harbor Advisors
Massachusetts
– -$13K -8,833 Closed
CBT
285
Capital Bank & Trust
California
– -$13K -8,824 Closed
CWP
286
CFM Wealth Partners
Texas
– -$11K -7,030 Closed
TFS
287
TrustCore Financial Services
Tennessee
– -$11K -7,000 Closed
AWA
288
Arkadios Wealth Advisors
Georgia
– -$8.42K -5,579 Closed
AssetMark Inc
289
AssetMark Inc
California
– -$8K -5,467 Closed
BBHC
290
Brown Brothers Harriman & Co
New York
– -$8K -5,137 Closed
AT
291
Arden Trust
Delaware
– -$6K -4,082 Closed
EWA
292
Evolution Wealth Advisors
Florida
– -$4K -2,435 Closed
EW
293
Evoke Wealth
California
– -$3.63K -2,417 -96%
NFG
294
Next Financial Group
Texas
– -$4K -2,379 Closed
CCA
295
Column Capital Advisors
Indiana
– -$3K -2,301 Closed
SWM
296
Sugarloaf Wealth Management
Georgia
– -$6K -1,678 Closed
Deutsche Bank
297
Deutsche Bank
Germany
– -$2K -1,450 Closed
Lazard Asset Management
298
Lazard Asset Management
New York
– -$1K -1,259 Closed
LWM
299
Lenox Wealth Management
Ohio
– -$1.17K -782 -60%
KPW
300
Kore Private Wealth
New York
– -$1K -712 Closed