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Lloyds Banking Group

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
301
Column Capital Advisors
Indiana
$3.4K – – –
HWM
302
HighMark Wealth Management
Minnesota
$3.32K – – –
BAM
303
Bellevue Asset Management
Washington
$3.25K – – –
UB
304
UMB Bank
Missouri
$2K – – –
GBT
305
Grove Bank & Trust
Florida
$2K +$2.06K +1,000 New
Fifth Third Bancorp
306
Fifth Third Bancorp
Ohio
$1.91K +$1.79K +868 New
AWM
307
Avior Wealth Management
Nebraska
$1.81K +$1.7K +825 New
FSWA
308
Financial Synergies Wealth Advisors
Texas
$1.17K +$1.1K +533 New
TPCW
309
TD Private Client Wealth
New York
$1.05K +$981 +477 New
BIA
310
Bell Investment Advisors
California
$1.04K -$319 -155 -25%
FFA
311
Farther Finance Advisors
California
$1.03K +$963 +468 New
HFS
312
Hantz Financial Services
Michigan
$1K – – –
ONST
313
Old North State Trust
North Carolina
$1K +$1.37K +668 New
ACM
314
Antonetti Capital Management
Florida
$999 – – –
AWM
315
Accurate Wealth Management
Florida
$954 +$839 +408 New
SC
316
Schubert & Co
Texas
$651 -$2.5K -1,216 -80%
NF
317
Norwood Financial
Pennsylvania
$451 – – –
IAA
318
Independent Advisor Alliance
North Carolina
$151 +$3.86K +1,878 +3%
HC
319
Henshaw Capital
Massachusetts
– -$209K -116,877 Closed
CG
320
Caprock Group
Idaho
– -$186K -104,077 Closed
AWA
321
Aaron Wealth Advisors
Illinois
– -$96K -53,572 Closed
VCM
322
Virtue Capital Management
Tennessee
– -$81K -45,203 Closed
CAM
323
Cresset Asset Management
Illinois
– -$78K -43,459 Closed
WWA
324
WCG Wealth Advisors
Nevada
– -$78K -40,094 Closed
CA
325
CGN Advisors
Kansas
– -$43K -23,831 Closed