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Lloyds Banking Group
LYG

Name Holding Trade Value Shares
Change 		Change in
Stake
MNBTD
351
Moody National Bank Trust Division
Texas
$61.2K +$12.6K +3,161 +28%
IPW
352
Intergy Private Wealth
Colorado
$60.4K -$1.87K -471 -3%
PCA
353
Purkiss Capital Advisors
Connecticut
$59.8K +$56K +14,082 New
RFP
354
Root Financial Partners
California
$59.7K +$55.8K +14,039 New
IAS
355
Insigneo Advisory Services
Florida
$59.3K -$62.6K -15,736 -53%
SCA
356
Snowden Capital Advisors
New York
$59K -$25.2K -6,343 -31%
JIC
357
Johnson Investment Counsel
Ohio
$59K – – –
GWM
358
Geneos Wealth Management
Colorado
$58.3K +$6.97K +1,753 +15%
EFSCE
359
Enterprise Financial Services Corp (EFSC)
Missouri
$58.2K +$6.53K +1,642 +14%
HH
360
Hilltop Holdings
Texas
$58.1K -$61.7K -15,514 -53%
LFGO
361
Legacy Financial Group (Oklahoma)
Oklahoma
$57.7K – – –
SFC
362
SYM Financial Corp
Indiana
$57.6K +$12.5K +3,139 +30%
S
363
Sunpointe
Missouri
$56K +$52.4K +13,188 New
AWA
364
Aletheian Wealth Advisors
Washington
$55.4K -$1.02K -256 -2%
SL
365
Sentinus LLC
Illinois
$55.3K +$4.68K +1,177 +10%
FG
366
Foster Group
Iowa
$55.1K +$51.5K +12,966 New
BHB
367
Bank Hapoalim BM
Israel
$55K – – –
PWG
368
Portside Wealth Group
Utah
$54.8K -$359K -90,422 -88%
GDP
369
Great Diamond Partners
Maine
$54.6K -$24K -6,042 -32%
MA
370
Mutual Advisors
Nebraska
$54.2K -$1.5K -376 -3%
FFG
371
Fiduciary Financial Group
California
$53.8K -$266 -67 -0.5%
RSWM
372
Robertson Stephens Wealth Management
California
$53.6K +$7.04K +1,772 +16%
CT
373
Colonial Trust
South Carolina
$51K – – –
FWM
374
FMB Wealth Management
California
$50.2K – – –
RCA
375
Resonant Capital Advisors
Wisconsin
$50.1K +$46.8K +11,785 New
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15
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