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Lloyds Banking Group

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
426
Octavia Wealth Advisors
Ohio
$81.5K -$2.74K -505 -3%
SW
427
SVB Wealth
Massachusetts
$81.4K +$4.15K +766 +6%
ALA
428
Atlas Legacy Advisors
California
$81K +$76.3K +14,074 New
II
429
Impact Investors
California
$80.3K +$74.7K +13,770 New
Acadian Asset Management
430
Acadian Asset Management
Massachusetts
$80K -$525K -96,780 -88%
IAS
431
Insigneo Advisory Services
Florida
$80K -$8.04K -1,483 -10%
HI
432
Harbour Investments
Wisconsin
$79.9K +$2.71K +500 +4%
EWS
433
Evergreen Wealth Solutions
Pennsylvania
$79.5K -$4.63K -854 -6%
LWA
434
Legacy Wealth Advisors
Florida
$79.1K +$73.6K +13,569 New
JHP
435
James Hambro & Partners
United Kingdom
$78.6K – – –
GT
436
Greenleaf Trust
Michigan
$78.4K +$14.2K +2,623 +24%
CCMG
437
Clark Capital Management Group
Pennsylvania
$77.9K -$6.77K -1,248 -9%
VEM
438
Vann Equity Management
Texas
$77.5K +$1.6K +296 +2%
KA
439
Klingman & Associates
New York
$77.4K +$10.6K +1,949 +17%
SFS
440
Sowell Financial Services
Arkansas
$77.4K +$3.68K +679 +5%
GDP
441
Great Diamond Partners
Maine
$76K – – –
BHB
442
Bank Hapoalim BM
Israel
$76K – – –
MIM
443
Morningstar Investment Management
Illinois
$75.7K – – –
AIP
444
Avail Investment Partners
Pennsylvania
$75.6K +$70.3K +12,961 New
IRP
445
Investment Research Partners
Pennsylvania
$75.6K +$70.3K +12,961 New
AWE
446
Avidian Wealth Enterprises
Texas
$75.6K +$70.3K +12,960 New
MWM
447
Modern Wealth Management
Kansas
$75.4K +$70.1K +12,927 New
LA
448
Legacy Advisors
Pennsylvania
$75.1K +$69.8K +12,874 New
PI
449
PFG Investments
New York
$73.5K +$1.57K +290 +2%
RFP
450
Root Financial Partners
California
$73K -$3.5K -645 -5%