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Lloyds Banking Group

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
401
Redmont Wealth Advisors
Illinois
$8.65K – – –
RWM
402
Raffa Wealth Management
District of Columbia
$8.46K – – –
GKIM
403
GW&K Investment Management
Massachusetts
$8K -$66 -22 -0.9%
W
404
WealthCollab
Washington
$7.63K +$7.34K +2,446 New
Barclays
405
Barclays
United Kingdom
$6.4K – – –
JIP
406
Jaffetilchin Investment Partners
Florida
$6.05K +$5.82K +1,938 New
GBT
407
Grove Bank & Trust
Florida
$5.92K +$5.69K +1,897 New
FFO
408
Fortitude Family Office
Arizona
$5.28K – – –
ZB
409
Zions Bancorporation
Utah
$5.02K -$2.31K -769 -32%
BIA
410
Bell Investment Advisors
California
$4.66K – – –
AWM
411
Avior Wealth Management
Nebraska
$4.13K – – –
MG
412
Mather Group
Illinois
$4.02K +$549 +183 +17%
Kayne Anderson Rudnick Investment Management
413
Kayne Anderson Rudnick Investment Management
California
$3.61K -$192 -64 -5%
BWL
414
Bogart Wealth LLC
Virginia
$3.12K +$3K +1,000 New
TPCW
415
TD Private Client Wealth
New York
$3.06K -$591 -197 -17%
HI
416
Harbour Investments
Wisconsin
$3.06K +$477 +159 +19%
CWC
417
Carolinas Wealth Consulting
North Carolina
$3.03K +$264 +88 +10%
HWM
418
HighMark Wealth Management
Minnesota
$3.03K -$3.19K -1,064 Closed
CPG
419
Cornerstone Planning Group
New Jersey
$2.64K +$534 +178 +23%
SWM
420
Spire Wealth Management
Virginia
$2.5K -$3 -1 -0.1%
CFO
421
CVA Family Office
Colorado
$1.54K – – –
MFG
422
Mendota Financial Group
Wisconsin
$1.06K +$327 +109 +47%
HFS
423
HBC Financial Services
Washington
$1K – – –
CAM
424
ClariVest Asset Management
California
$671 – – –
AWM
425
Abound Wealth Management
Tennessee
$628 – – –