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Lloyds Banking Group

Name Holding Trade Value Shares
Change
Change in
Stake
BIM
276
Brentview Investment Management
Illinois
$142K – – –
VDC
277
Van Diest Capital
Iowa
$142K +$129K +26,725 New
5NPW
278
55 North Private Wealth
Florida
$141K +$129K +26,628 New
TW
279
Traveka Wealth
California
$140K +$920 +190 +0.7%
Squarepoint
280
Squarepoint
New York
$139K +$16.9K +3,491 +15%
SWM
281
Stronghold Wealth Management
Florida
$138K +$126K +26,042 New
JTWM
282
Jackson Thornton Wealth Management
Alabama
$137K – – –
New York State Common Retirement Fund
283
New York State Common Retirement Fund
New York
$137K – – –
OWA
284
Octavia Wealth Advisors
Ohio
$136K -$2.35K -486 -2%
OC
285
Oppenheimer & Co
New York
$134K – – –
RPCONE
286
Retirement Planning Company of New England
Rhode Island
$134K – – –
PMG
287
ProVise Management Group
Florida
$132K +$315 +65 +0.3%
SIC
288
Sage Investment Counsel
Tennessee
$131K -$15.5K -3,200 -11%
SMA
289
Sage Mountain Advisors
Georgia
$131K – – –
PA
290
PFG Advisors
Arizona
$130K -$39.4K -8,131 -25%
CAM
291
CPA Asset Management
Florida
$130K +$119K +24,474 New
KFS
292
Keynote Financial Services
Connecticut
$129K – – –
FWP
293
Flatrock Wealth Partners
California
$129K +$118K +24,330 New
CFG
294
Carter Financial Group
Illinois
$129K +$118K +24,319 New
EWM
295
Empirical Wealth Management
Washington
$129K +$52.4K +10,819 +80%
LA
296
Lifeworks Advisors
Michigan
$128K +$4.61K +953 +4%
VCM
297
Virtue Capital Management
Tennessee
$128K +$108K +22,369 +1,656%
HH
298
Hilltop Holdings
Texas
$128K +$21.9K +4,515 +23%
CFG
299
Cooper Financial Group
California
$126K +$17.1K +3,536 +17%
MF
300
Magnetar Financial
Illinois
$125K +$114K +23,645 New