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Lloyds Banking Group

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
351
Curated Wealth Partners
California
$107K
DOA
352
D'Orazio & Associates
Virginia
$107K
BCG
353
Breakwater Capital Group
New Jersey
$106K
SC
354
Scotia Capital
Ontario, Canada
$105K -$1.6K -292 -1%
PW
355
Paladin Wealth
Minnesota
$104K +$113K +20,612 New
PFA
356
Pure Financial Advisors
California
$102K +$30.9K +5,637 +38%
UWS
357
Unique Wealth Strategies
Illinois
$102K
ICP
358
Impact Capital Partners
Colorado
$102K +$21.8K +3,965 +24%
WA
359
Wealth Alliance
New York
$101K -$5.96K -1,086 -5%
7WCP
360
71 West Capital Partners
Massachusetts
$99.6K +$21.5K +3,927 +25%
BFG
361
Berger Financial Group
Minnesota
$98.3K
BGAI
362
Bruce G. Allen Investments
Colorado
$97.3K -$15.5K -2,830 -13%
IGGA
363
Iron Gate Global Advisors
Utah
$97.3K +$106K +19,336 New
BC
364
Brio Consultants
California
$96.8K -$12.2K -2,228 -11%
WSWA
365
Warren Street Wealth Advisors
California
$96.5K +$16.9K +3,088 +19%
AWA
366
Arkadios Wealth Advisors
Georgia
$94.4K +$9.88K +1,801 +11%
SIC
367
Sage Investment Counsel
Tennessee
$94.1K -$33.5K -6,100 -25%
SOS
368
Silver Oak Securities
Tennessee
$93K +$5.74K +1,046 +6%
Thrivent Financial for Lutherans
369
Thrivent Financial for Lutherans
Minnesota
$93K +$102K +18,555 New
SW
370
SteelPeak Wealth
California
$92.6K +$1.56K +285 +2%
LCM
371
Lazari Capital Management
California
$90.3K -$230 -42 -0.2%
PNC
372
Park National Corp
Ohio
$90K +$98.1K +17,887 New
CAAS
373
Capital Asset Advisory Services
Michigan
$89.4K -$3.65K -666 -4%
ACA
374
Aptus Capital Advisors
Alabama
$89.4K -$6K -1,094 -6%
AWP
375
Abacus Wealth Partners
California
$89.2K