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Lloyds Banking Group
LYG

Name Holding Trade Value Shares
Change 		Change in
Stake
JDLA
351
J. Derek Lewis & Associates
California
$79.5K +$72.6K +15,000 New
JFG
352
Jefferies Financial Group
New York
$78.7K +$71.9K +14,851 New
TWC
353
TD Waterhouse Canada
Ontario, Canada
$78.1K +$32.8K +6,782 +85%
EWS
354
Evergreen Wealth Solutions
Pennsylvania
$78.1K -$2.07K -427 -3%
FNWM
355
Financial Network Wealth Management
Utah
$78K – – –
IPW
356
Intergy Private Wealth
Colorado
$77.8K +$2.63K +544 +4%
RIL
357
Rothschild Investment LLC
Illinois
$77.8K +$959 +198 +1%
PFA
358
Pure Financial Advisors
California
$77.7K +$71K +14,659 New
VSQM
359
V-Square Quantitative Management
Illinois
$77.4K +$20K +4,139 +40%
MNBTD
360
Moody National Bank Trust Division
Texas
$76.3K – – –
SCA
361
Snowden Capital Advisors
New York
$75.1K +$2.63K +544 +4%
AGC
362
August Group Capital
$74.9K +$68.4K +14,131 New
MCM
363
MAI Capital Management
Ohio
$73.5K +$11.1K +2,284 +20%
C
364
Certuity
Florida
$72.8K -$87 -18 -0.1%
LFGO
365
Legacy Financial Group (Oklahoma)
Oklahoma
$72K – – –
RSWM
366
Robertson Stephens Wealth Management
California
$71.8K -$1.57K -324 -2%
JHP
367
James Hambro & Partners
United Kingdom
$71.3K +$65.2K +13,473 New
GCM
368
Genus Capital Management
British Columbia, Canada
$70.8K +$64.7K +13,365 New
CPA
369
Capital Performance Advisors
California
$70.8K -$586 -121 -0.9%
SW
370
SVB Wealth
Massachusetts
$70.7K +$804 +166 +1%
RFP
371
Root Financial Partners
California
$70.1K +$2.27K +468 +4%
HSA
372
HBK Sorce Advisory
Pennsylvania
$69.6K +$1.17K +241 +2%
NAS
373
Nicolet Advisory Services
Wisconsin
$69.2K +$61.3K +12,659 New
SL
374
Sentinus LLC
Illinois
$69.1K +$19 +4 +0%
BHB
375
Bank Hapoalim BM
Israel
$69K – – –
13 14
15
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