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Lloyds Banking Group

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
301
Choate Investment Advisors
Massachusetts
$123K
WANY
302
Wealthspire Advisors (New York)
New York
$121K +$94.2K +19,448 +589%
DADC
303
D.A. Davidson & Co
Montana
$118K +$32.9K +6,803 +44%
BWP
304
Baldwin Wealth Partners
Massachusetts
$118K
BGAI
305
Bruce G. Allen Investments
Colorado
$118K -$310 -64 -0.3%
MIM
306
Morningstar Investment Management
Illinois
$115K
CWM
307
Centurion Wealth Management
Virginia
$115K +$1.91K +394 +2%
TA
308
TFB Advisors
Kansas
$114K +$10.7K +2,200 +11%
CWP
309
Curated Wealth Partners
California
$113K +$103K +21,353 New
Brown Advisory
310
Brown Advisory
Maryland
$112K +$33.4K +6,889 +48%
DOA
311
D'Orazio & Associates
Virginia
$112K
WA
312
Wealth Alliance
New York
$112K -$3.94K -813 -4%
SC
313
Scotia Capital
Ontario, Canada
$112K -$13.9K -2,881 -12%
BCG
314
Breakwater Capital Group
New Jersey
$111K
BC
315
Brio Consultants
California
$111K +$13.6K +2,814 +16%
AWM
316
Angeles Wealth Management
California
$109K +$12.6K +2,608 +14%
SC
317
Sapient Capital
Indiana
$108K +$98.4K +20,314 New
EW
318
Evoke Wealth
California
$108K +$31.5K +6,498 +47%
UWS
319
Unique Wealth Strategies
Illinois
$107K +$3.16K +652 +3%
AMG
320
Advisors Management Group
Wisconsin
$107K
X
321
Xponance
Pennsylvania
$107K +$10.4K +2,146 +12%
Baird Financial Group
322
Baird Financial Group
Wisconsin
$106K +$32.2K +6,649 +50%
PCS
323
Personal CFO Solutions
New Jersey
$104K -$10.3K -2,129 -10%
BFG
324
Berger Financial Group
Minnesota
$104K -$412 -85 -0.4%
ACA
325
Aptus Capital Advisors
Alabama
$100K +$9.73K +2,009 +12%