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Lloyds Banking Group

Name Holding Trade Value Shares
Change
Change in
Stake
W
426
WealthCollab
Washington
$4K
RWS
427
Retirement Wealth Solutions
Wisconsin
$3.97K
HI
428
Harbour Investments
Wisconsin
$3.75K
BCWM
429
Bartlett & Co Wealth Management
Ohio
$3.48K +$3.01K +911 New
GJIA
430
Glass Jacobson Investment Advisors
Maryland
$3.23K
HWP
431
Highline Wealth Partners
California
$3.18K +$2.75K +833 New
SWM
432
Spire Wealth Management
Virginia
$3.06K -$198 -60 -7%
CI
433
CX Institutional
Indiana
$3K +$2.81K +849 New
MSWA
434
Marshall & Sterling Wealth Advisors
New York
$2.58K +$2.23K +675 New
TCM
435
TD Capital Management
Tennessee
$2.02K
RF
436
Rossby Financial
Florida
$1.96K +$1.65K +498 New
CFO
437
CVA Family Office
Colorado
$1.88K
PWA
438
Physician Wealth Advisors
Utah
$1.69K
BI
439
Binnacle Investments
Iowa
$1.61K +$1.39K +421 New
FCAS
440
First Command Advisory Services
Texas
$1.26K +$1.09K +329 New
MAS
441
MPWM Advisory Solutions
Georgia
$1.18K
BFS
442
Bare Financial Services
Pennsylvania
$1.06K +$916 +277 New
PWAM
443
Private Wealth Asset Management
Iowa
$966 +$837 +253 New
WA
444
WPG Advisers
Maryland
$852
MEG
445
Millstone Evans Group
Colorado
$791
WTFG
446
Wood Tarver Financial Group
Idaho
$787
PWA
447
Provenance Wealth Advisors
Florida
$665
SIS
448
Sound Income Strategies
Florida
$615
AWM
449
Abound Wealth Management
Tennessee
$596 -$149 -45 -22%
BWL
450
Bogart Wealth LLC
Virginia
$542 -$18.4K -5,553 -98%