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Lloyds Banking Group

Name Holding Trade Value Shares
Change
Change in
Stake
TCA
301
Transcend Capital Advisors
New Jersey
$101K +$54K +13,595 +135%
JTWM
302
Jackson Thornton Wealth Management
Alabama
$100K +$36K +9,059 +60%
CIA
303
Choate Investment Advisors
Massachusetts
$98.4K
Kovitz Investment Group Partners
304
Kovitz Investment Group Partners
Illinois
$98.2K +$13.8K +3,464 +18%
SAI
305
Savvy Advisors Inc
New York
$96.9K +$5.82K +1,464 +7%
OC
306
Oppenheimer & Co
New York
$96.3K +$19.7K +4,948 +28%
AIM
307
Aigen Investment Management
New York
$96K +$89.8K +22,588 New
AC
308
AlphaCore Capital
California
$94.3K +$88.2K +22,195 New
BWP
309
Baldwin Wealth Partners
Massachusetts
$94.3K +$88.2K +22,191 New
PCS
310
Personal CFO Solutions
New Jersey
$92.1K -$55.8K -14,029 -39%
LA
311
Lifeworks Advisors
Michigan
$92K +$2.74K +690 +3%
CWM
312
Centurion Wealth Management
Virginia
$90.1K +$4.63K +1,165 +6%
DOA
313
D'Orazio & Associates
Virginia
$90.1K +$1.02K +257 +1%
BCG
314
Breakwater Capital Group
New Jersey
$89.3K
GM
315
GeoWealth Management
Illinois
$88.9K +$56 +14 +0.1%
WTC
316
WhitTier Trust Company
Nevada
$87.8K -$24.8K -6,238 -23%
BEI
317
Benjamin Edwards Inc
Missouri
$86.4K +$80.8K +20,334 New
AMG
318
Advisors Management Group
Wisconsin
$86K -$3.15M -793,424 -98%
PCC
319
Park Circle Company
Maryland
$85K
BFG
320
Berger Financial Group
Minnesota
$83.4K
NA
321
NewEdge Advisors
Louisiana
$81.5K +$11.2K +2,816 +17%
BJL
322
Brighton Jones LLC
Washington
$79.8K +$10.4K +2,613 +16%
LCM
323
Lazari Capital Management
California
$78.3K -$22.2K -5,573 -23%
AWM
324
Angeles Wealth Management
California
$76.8K +$71.9K +18,079 New
SMA
325
Seven Mile Advisory
New Jersey
$76.1K -$2.84K -715 -4%