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Lloyds Banking Group
LYG

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
326
EP Wealth Advisors
California
$126K -$22.2K -4,044 -14%
CIC
327
Chase Investment Counsel
Virginia
$126K +$138K +25,181 New
CFG
328
Carter Financial Group
Illinois
$126K +$3.98K +725 +3%
LW
329
Livet Wealth
Utah
$125K -$16.6K -3,022 -11%
LA
330
Lifeworks Advisors
Michigan
$125K +$3.46K +631 +3%
5NPW
331
55 North Private Wealth
Florida
$125K -$10K -1,830 -7%
EIP
332
Epoch Investment Partners
New York
$124K +$67.6K +12,322 +100%
AIM
333
Aigen Investment Management
New York
$124K +$135K +24,596 New
OC
334
Oppenheimer & Co
New York
$124K -$4.29K -781 -3%
FWP
335
Flatrock Wealth Partners
California
$123K +$730 +133 +0.5%
KFS
336
Keynote Financial Services
Connecticut
$123K – – –
CFG
337
Cooper Financial Group
California
$123K +$3.13K +571 +2%
EW
338
Evoke Wealth
California
$122K +$21.3K +3,885 +19%
VF
339
Virtu Financial
New York
$122K -$158K -28,840 -54%
BWP
340
Baldwin Wealth Partners
Massachusetts
$121K +$10.3K +1,883 +8%
QPBE
341
Quintet Private Bank (Europe)
Luxembourg
$121K +$132K +24,000 New
PA
342
PFG Advisors
Arizona
$120K -$4.5K -820 -3%
TC
343
TownSquare Capital
Utah
$118K -$19.9K -3,624 -13%
EH
344
Equitable Holdings
New York
$117K +$122K +22,166 New
CAM
345
CPA Asset Management
Florida
$117K -$7.07K -1,289 -5%
CIA
346
Choate Investment Advisors
Massachusetts
$117K – – –
CG
347
CFO4Life Group
Texas
$115K -$23.8K -4,331 -16%
VSQM
348
V-Square Quantitative Management
Illinois
$113K +$43.5K +7,928 +54%
VCM
349
Virtue Capital Management
Tennessee
$111K -$4.08K -743 -3%
SPIA
350
Steward Partners Investment Advisory
New York
$109K +$22K +4,002 +23%
12 13
14
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