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Lloyds Banking Group
LYG

Name Holding Trade Value Shares
Change 		Change in
Stake
BHB
376
Bank Hapoalim BM
Israel
$69K – – –
GDP
377
Great Diamond Partners
Maine
$68.1K – – –
TW
378
Trajan Wealth
Arizona
$67.2K +$61.4K +12,683 New
IAS
379
Insigneo Advisory Services
Florida
$67.1K -$88.2K -18,217 -59%
CAG
380
Crestwood Advisors Group
Massachusetts
$66.5K +$60.8K +12,554 New
FG
381
Foster Group
Iowa
$65.6K +$6.47K +1,337 +12%
EIP
382
Epoch Investment Partners
New York
$65.6K -$15K -3,089 -20%
APM
383
a16z Perennial Management
California
$65.4K +$59.8K +12,345 New
DE
384
Diversified Enterprises
Delaware
$65.3K +$59.6K +12,316 New
PI
385
PFG Investments
New York
$65.3K -$4.84K -1,000 -8%
DE
386
DV Equities
Illinois
$65.2K +$59.6K +12,300 New
ZIM
387
Zacks Investment Management
Illinois
$64.5K -$232 -48 -0.4%
FPF
388
First Pacific Financial
Washington
$64.4K – – –
FWM
389
FMB Wealth Management
California
$62.6K – – –
SAG
390
SageView Advisory Group
California
$61.5K – – –
PCM
391
Palisade Capital Management
New Jersey
$61.2K +$55.9K +11,553 New
JIC
392
Johnson Investment Counsel
Ohio
$60.7K -$11.7K -2,412 -17%
SFS
393
Sowell Financial Services
Arkansas
$60K +$1.19K +246 +2%
GAM
394
Gotham Asset Management
New York
$58.9K +$53.8K +11,118 New
KA
395
Klingman & Associates
New York
$57.9K +$4.22K +872 +9%
HFP
396
Holistic Financial Partners
Indiana
$57.6K – – –
GT
397
Greenleaf Trust
Michigan
$57.4K – – –
DAS
398
Dynamic Advisor Solutions
Arizona
$56.9K +$52K +10,733 New
CWM
399
Cherrydale Wealth Management
New Jersey
$56.7K – – –
HPM
400
Hoxton Planning & Management
West Virginia
$56.5K – – –
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16
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