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Lloyds Banking Group

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
301
Venturi Wealth Management
Texas
$193K +$13.8K +2,537 +8%
SAI
302
Savvy Advisors Inc
New York
$193K +$9.25K +1,705 +5%
Fifth Third Bancorp
303
Fifth Third Bancorp
Ohio
$190K +$1.18K +217 +0.7%
SF
304
Summit Financial
New Jersey
$190K +$5.64K +1,040 +3%
OL
305
Optas LLC
Texas
$189K – – –
GGA
306
Granite Group Advisors
Connecticut
$187K – – –
PFA
307
Pure Financial Advisors
California
$184K +$61.5K +11,349 +56%
PTP
308
Platform Technology Partners
New York
$183K -$11.6K -2,144 -6%
HSBC Holdings
309
HSBC Holdings
United Kingdom
$182K +$20.8K +3,827 +14%
EWA
310
EP Wealth Advisors
California
$179K +$30.4K +5,600 +22%
PC
311
Permanens Capital
New York
$170K +$158K +29,174 New
WPC
312
Wedmont Private Capital
Pennsylvania
$168K -$29.4K -5,422 -16%
JF
313
Jump Financial
Illinois
$167K +$155K +28,622 New
SWTS
314
Stonehaven Wealth & Tax Solutions
Wisconsin
$166K +$16.1K +2,973 +12%
SA
315
SPWM Advisors
Michigan
$162K -$22.9K -4,223 -13%
KP
316
Keel Point
Alabama
$162K +$1.94K +358 +1%
PFS
317
Prospera Financial Services
Texas
$162K -$806K -148,624 -84%
GC
318
Guggenheim Capital
Illinois
$161K -$971 -179 -0.6%
BWA
319
Basecamp Wealth Advisors
Washington
$158K – – –
OC
320
Oppenheimer & Co
New York
$157K +$13.2K +2,439 +10%
AWA
321
Arkadios Wealth Advisors
Georgia
$157K +$44.5K +8,198 +44%
SWM
322
Stronghold Wealth Management
Florida
$155K -$851 -157 -0.6%
TW
323
Traveka Wealth
California
$154K – – –
AWM
324
Ariadne Wealth Management
California
$154K – – –
MWP
325
Meriwether Wealth & Planning
Louisiana
$153K +$11 +2 +0%