We are live on ! Find out more
LYG icon

Lloyds Banking Group
LYG

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
351
Choate Investment Advisors
Massachusetts
$135K – – –
BWP
352
Baldwin Wealth Partners
Massachusetts
$134K -$5.99K -1,104 -5%
FWP
353
Flatrock Wealth Partners
California
$131K -$11.2K -2,064 -8%
AFP
354
Ausdal Financial Partners
Iowa
$130K -$71.9K -13,255 -37%
RS
355
R Squared
Hong Kong
$129K +$120K +22,156 New
DAS
356
Diversify Advisory Services
Utah
$129K +$114K +21,049 New
DWM
357
Diversify Wealth Management
Utah
$129K +$114K +21,049 New
5NPW
358
55 North Private Wealth
Florida
$128K -$15.1K -2,791 -11%
FHC
359
First Horizon Corporation
Tennessee
$126K -$91.2K -16,823 -44%
CWP
360
Curated Wealth Partners
California
$124K – – –
VCM
361
Virtue Capital Management
Tennessee
$124K -$9.15K -1,688 -7%
BC
362
Brio Consultants
California
$123K +$13.6K +2,509 +13%
ICP
363
Impact Capital Partners
Colorado
$123K +$5.09K +938 +5%
BCG
364
Breakwater Capital Group
New Jersey
$122K – – –
DOA
365
D'Orazio & Associates
Virginia
$122K -$1.86K -344 -2%
SC
366
Scotia Capital
Ontario, Canada
$121K -$835 -154 -0.7%
MWM
367
Mission Wealth Management
California
$120K +$112K +20,584 New
SOS
368
Silver Oak Securities
Tennessee
$118K +$9.68K +1,785 +10%
BPA
369
Beacon Pointe Advisors
California
$118K -$300K -55,370 -73%
UWS
370
Unique Wealth Strategies
Illinois
$117K -$944 -174 -0.9%
ACA
371
Aptus Capital Advisors
Alabama
$116K +$11.8K +2,184 +12%
CWM
372
Centurion Wealth Management
Virginia
$116K -$8.96K -1,652 -8%
BFG
373
Berger Financial Group
Minnesota
$116K +$1.49K +274 +1%
WA
374
Wealth Alliance
New York
$114K -$3.12K -575 -3%
IGGA
375
Iron Gate Global Advisors
Utah
$113K – – –
13 14
15
16 17