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Lloyds Banking Group
LYG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
426
SHP Wealth Management
Massachusetts
$23.4K +$21.4K +4,418 New
JWA
427
JFS Wealth Advisors
Pennsylvania
$22.3K – – –
FC
428
Fairscale Capital
New Hampshire
$21.1K – – –
BLC
429
Brown, Lisle/Cummings
Rhode Island
$18.2K – – –
PGAM
430
Princeton Global Asset Management
New Jersey
$15.9K – – –
HAP
431
Harbor Asset Planning
Massachusetts
$15.6K – – –
UB
432
UMB Bank
Missouri
$14.9K – – –
AGWCA
433
Annis Gardner Whiting Capital Advisors
Florida
$14.8K +$13.5K +2,798 New
TFA
434
Transamerica Financial Advisors
Florida
$14.8K +$10.4K +2,142 +328%
CFD
435
Creative Financial Designs
Indiana
$14.8K – – –
YP
436
YANKCOM Partnership
South Dakota
$14.7K +$13.5K +2,782 New
RWA
437
Redmont Wealth Advisors
Illinois
$14.7K – – –
SIS
438
Sound Income Strategies
Florida
$14.1K +$11.7K +2,411 +1,498%
EP
439
Essential Partners
California
$13.7K +$3.6K +743 +40%
OCM
440
Osterweis Capital Management
California
$13.4K – – –
BIA
441
Bell Investment Advisors
California
$13.1K +$4.69K +969 +65%
RWM
442
Raffa Wealth Management
District of Columbia
$13K – – –
CPG
443
Cornerstone Planning Group
New Jersey
$12.9K +$1.31K +271 +14%
OC
444
Oakworth Capital
Alabama
$12.9K +$11.7K +2,425 New
PB
445
Pinnacle Bancorp
Nebraska
$12.4K – – –
GKIM
446
GW&K Investment Management
Massachusetts
$12K – – –
HWP
447
Highline Wealth Partners
California
$12K – – –
SIC
448
SJS Investment Consulting
Ohio
$11.1K +$10.2K +2,102 New
GEA
449
Glen Eagle Advisors
New Jersey
$11.1K – – –
NS
450
NBC Securities
Alabama
$10.1K -$605 -125 -6%
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