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Lloyds Banking Group
LYG

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
276
Brentview Investment Management
Illinois
$114K – – –
MFIM
277
Mesirow Financial Investment Management
Illinois
$113K +$31.5K +7,923 +43%
TCM
278
TT Capital Management
California
$113K -$1.86K -469 -2%
WIA
279
World Investment Advisors
California
$112K +$3.98K +1,000 +4%
SMF
280
Scott Marsh Financial
Utah
$112K +$104K +26,243 New
HIP
281
HUB Investment Partners
Texas
$111K +$4.27K +1,075 +4%
TW
282
Traveka Wealth
California
$111K -$7.47K -1,879 -7%
SCTC
283
Sanibel Captiva Trust Company
Florida
$110K – – –
BGAI
284
Bruce G. Allen Investments
Colorado
$109K -$469 -118 -0.5%
RA
285
Riversedge Advisors
Delaware
$109K +$9.67K +2,433 +10%
RPCONE
286
Retirement Planning Company of New England
Rhode Island
$109K -$5.22K -1,313 -5%
AWS
287
Atria Wealth Solutions
New York
$109K -$180K -45,175 -64%
PMG
288
ProVise Management Group
Florida
$105K +$386 +97 +0.4%
OWA
289
Octavia Wealth Advisors
Ohio
$105K -$382 -96 -0.4%
KFS
290
Keynote Financial Services
Connecticut
$104K – – –
PCG
291
Prosperity Consulting Group
Maryland
$103K -$175K -43,995 -64%
CFG
292
Cooper Financial Group
California
$102K +$290 +73 +0.3%
SC
293
Scotia Capital
Ontario, Canada
$102K -$815 -205 -0.8%
HT
294
Headlands Technologies
Illinois
$102K +$95.4K +23,998 New
SW
295
SVB Wealth
Massachusetts
$101K +$94.6K +23,801 New
VCM
296
Virtue Capital Management
Tennessee
$101K -$14.8K -3,724 -14%
SMA
297
Sage Mountain Advisors
Georgia
$101K – – –
WA
298
Wealth Alliance
New York
$101K -$399K -100,267 -81%
RCAG
299
Rehmann Capital Advisory Group
Michigan
$101K -$61.1K -15,361 -39%
TPI
300
Trust Point Inc
Wisconsin
$101K +$1.08K +271 +1%
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12
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