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Lloyds Banking Group

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
301
Centurion Wealth Management
Virginia
$62.2K +$59.8K +19,941 New
AssetMark Inc
302
AssetMark Inc
California
$62K -$19.1K -6,356 -24%
IWM
303
IHT Wealth Management
Illinois
$61.7K +$59.9K +19,973 New
AWM
304
Ariadne Wealth Management
California
$59.8K +$63.9K +21,282 New
ACA
305
Aptus Capital Advisors
Alabama
$59.2K +$15.9K +5,294 +39%
CCG
306
Catalina Capital Group
California
$59.1K +$5.46K +1,821 +11%
WAG
307
Wallace Advisory Group
California
$57.5K -$1.46K -488 -2%
SPIA
308
Steward Partners Investment Advisory
New York
$57.4K -$36.4K -12,146 -40%
SMA
309
Seven Mile Advisory
New Jersey
$57.2K -$2.28K -761 -4%
GM
310
GeoWealth Management
Illinois
$56.8K -$17.5K -5,842 -24%
SAI
311
Savvy Advisors Inc
New York
$56.8K -$465 -155 -0.8%
SWP
312
Stratos Wealth Partners
Ohio
$56.1K -$10.5K -3,501 -16%
CAAS
313
Capital Asset Advisory Services
Michigan
$56K +$126 +42 +0.2%
CIA
314
Concurrent Investment Advisors
Florida
$55.7K +$105 +35 +0.2%
LNWTC
315
Laird Norton Wetherby Trust Company
Washington
$55.3K
FHA
316
First Horizon Advisors
Tennessee
$54.1K +$5.75K +1,916 +12%
RA
317
Riversedge Advisors
Delaware
$53.8K +$3.49K +1,164 +7%
SFG
318
Sterling Financial Group
California
$53.7K
BWM
319
Baron Wealth Management
Michigan
$52.6K +$11.9K +3,969 +31%
CFG
320
Cooper Financial Group
California
$52.6K +$288 +96 +0.6%
KeyBank National Association
321
KeyBank National Association
Ohio
$52.2K -$864 -288 -2%
RPCONE
322
Retirement Planning Company of New England
Rhode Island
$51.6K +$660 +220 +1%
BCG
323
Breakwater Capital Group
New Jersey
$51K +$4.87K +1,624 +11%
WPW
324
Waldron Private Wealth
Pennsylvania
$49.7K
KPWS
325
Kestra Private Wealth Services
Texas
$49.7K -$12.9K -4,313 -21%