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Lloyds Banking Group
LYG

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
351
Flatrock Wealth Partners
California
$131K -$11.2K -2,064 -8%
AFP
352
Ausdal Financial Partners
Iowa
$130K -$71.9K -13,255 -37%
RS
353
R Squared
Hong Kong
$129K +$120K +22,156 New
DAS
354
Diversify Advisory Services
Utah
$129K +$114K +21,049 New
DWM
355
Diversify Wealth Management
Utah
$129K +$114K +21,049 New
5NPW
356
55 North Private Wealth
Florida
$128K -$15.1K -2,791 -11%
FHC
357
First Horizon Corporation
Tennessee
$126K -$91.2K -16,823 -44%
CWP
358
Curated Wealth Partners
California
$124K – – –
VCM
359
Virtue Capital Management
Tennessee
$124K -$9.15K -1,688 -7%
BC
360
Brio Consultants
California
$123K +$13.6K +2,509 +13%
ICP
361
Impact Capital Partners
Colorado
$123K +$5.09K +938 +5%
BCG
362
Breakwater Capital Group
New Jersey
$122K – – –
DOA
363
D'Orazio & Associates
Virginia
$122K -$1.86K -344 -2%
SC
364
Scotia Capital
Ontario, Canada
$121K -$835 -154 -0.7%
MWM
365
Mission Wealth Management
California
$120K +$112K +20,584 New
SOS
366
Silver Oak Securities
Tennessee
$118K +$9.68K +1,785 +10%
BPA
367
Beacon Pointe Advisors
California
$118K -$300K -55,370 -73%
UWS
368
Unique Wealth Strategies
Illinois
$117K -$944 -174 -0.9%
ACA
369
Aptus Capital Advisors
Alabama
$116K +$11.8K +2,184 +12%
CWM
370
Centurion Wealth Management
Virginia
$116K -$8.96K -1,652 -8%
BFG
371
Berger Financial Group
Minnesota
$116K +$1.49K +274 +1%
WA
372
Wealth Alliance
New York
$114K -$3.12K -575 -3%
IGGA
373
Iron Gate Global Advisors
Utah
$113K – – –
BGAI
374
Bruce G. Allen Investments
Colorado
$112K -$472 -87 -0.4%
RIL
375
Rothschild Investment LLC
Illinois
$112K +$14.7K +2,703 +16%
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