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Lloyds Banking Group

Name Holding Trade Value Shares
Change
Change in
Stake
CI
301
CacheTech Inc
Utah
$142K +$155K +28,246 New
PCG
302
Prosperity Consulting Group
Maryland
$142K -$2.01K -367 -1%
GC
303
Guggenheim Capital
Illinois
$140K -$1.75K -318 -1%
KP
304
Keel Point
Alabama
$138K -$47.5K -8,656 -24%
CA
305
Continuum Advisory
Idaho
$138K -$6.34K -1,155 -4%
KWM
306
Keebeck Wealth Management
Illinois
$138K +$150K +27,387 New
HSBC Holdings
307
HSBC Holdings
United Kingdom
$138K +$60.9K +11,107 +68%
BWA
308
Basecamp Wealth Advisors
Washington
$136K – – –
KAS
309
Kestra Advisory Services
Texas
$136K -$121K -22,077 -45%
SWM
310
Stronghold Wealth Management
Florida
$135K +$4.02K +733 +3%
BIM
311
Brentview Investment Management
Illinois
$135K – – –
SCTC
312
Sanibel Captiva Trust Company
Florida
$133K -$12.1K -2,200 -8%
TW
313
Traveka Wealth
California
$133K – – –
AWM
314
Ariadne Wealth Management
California
$133K – – –
X
315
Xponance
Pennsylvania
$132K +$33.8K +6,168 +31%
MWP
316
Meriwether Wealth & Planning
Louisiana
$132K -$18.5K -3,370 -11%
AT
317
American Trust
Kentucky
$130K +$142K +25,825 New
IF
318
Integrity Financial
Wyoming
$129K +$141K +25,696 New
AMG
319
Advisors Management Group
Wisconsin
$129K +$30.4K +5,543 +28%
NRC
320
New Republic Capital
North Carolina
$129K -$109K -19,812 -44%
SWTS
321
Stonehaven Wealth & Tax Solutions
Wisconsin
$128K +$140K +25,518 New
SG Americas Securities
322
SG Americas Securities
New York
$128K +$139K +25,398 New
CA
323
Crumly & Associates
Illinois
$128K +$9.81K +1,789 +8%
PMG
324
ProVise Management Group
Florida
$127K +$2.48K +453 +2%
RPCONE
325
Retirement Planning Company of New England
Rhode Island
$127K +$66 +12 +0%