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Lloyds Banking Group

Name Holding Trade Value Shares
Change
Change in
Stake
CA
301
Crumly & Associates
Illinois
$125K -$17.5K -3,621 -13%
CIA
302
Choate Investment Advisors
Massachusetts
$123K – – –
WANY
303
Wealthspire Advisors (New York)
New York
$121K +$94.2K +19,448 +589%
DADC
304
D.A. Davidson & Co
Montana
$118K +$32.9K +6,803 +44%
BWP
305
Baldwin Wealth Partners
Massachusetts
$118K – – –
BGAI
306
Bruce G. Allen Investments
Colorado
$118K -$310 -64 -0.3%
MIM
307
Morningstar Investment Management
Illinois
$115K – – –
CWM
308
Centurion Wealth Management
Virginia
$115K +$1.91K +394 +2%
TA
309
TFB Advisors
Kansas
$114K +$10.7K +2,200 +11%
CWP
310
Curated Wealth Partners
California
$113K +$103K +21,353 New
Brown Advisory
311
Brown Advisory
Maryland
$112K +$33.4K +6,889 +48%
DOA
312
D'Orazio & Associates
Virginia
$112K – – –
WA
313
Wealth Alliance
New York
$112K -$3.94K -813 -4%
SC
314
Scotia Capital
Ontario, Canada
$112K -$13.9K -2,881 -12%
BCG
315
Breakwater Capital Group
New Jersey
$111K – – –
BC
316
Brio Consultants
California
$111K +$13.6K +2,814 +16%
AWM
317
Angeles Wealth Management
California
$109K +$12.6K +2,608 +14%
SC
318
Sapient Capital
Indiana
$108K +$98.4K +20,314 New
EW
319
Evoke Wealth
California
$108K +$31.5K +6,498 +47%
UWS
320
Unique Wealth Strategies
Illinois
$107K +$3.16K +652 +3%
AMG
321
Advisors Management Group
Wisconsin
$107K – – –
X
322
Xponance
Pennsylvania
$107K +$10.4K +2,146 +12%
Baird Financial Group
323
Baird Financial Group
Wisconsin
$106K +$32.2K +6,649 +50%
PCS
324
Personal CFO Solutions
New Jersey
$104K -$10.3K -2,129 -10%
BFG
325
Berger Financial Group
Minnesota
$104K -$412 -85 -0.4%