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Lloyds Banking Group
LYG

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
426
Fairscale Capital
New Hampshire
$21.1K – – –
BLC
427
Brown, Lisle/Cummings
Rhode Island
$18.2K – – –
PGAM
428
Princeton Global Asset Management
New Jersey
$15.9K – – –
HAP
429
Harbor Asset Planning
Massachusetts
$15.6K – – –
UB
430
UMB Bank
Missouri
$14.9K – – –
AGWCA
431
Annis Gardner Whiting Capital Advisors
Florida
$14.8K +$13.5K +2,798 New
TFA
432
Transamerica Financial Advisors
Florida
$14.8K +$10.4K +2,142 +328%
CFD
433
Creative Financial Designs
Indiana
$14.8K – – –
YP
434
YANKCOM Partnership
South Dakota
$14.7K +$13.5K +2,782 New
RWA
435
Redmont Wealth Advisors
Illinois
$14.7K – – –
SIS
436
Sound Income Strategies
Florida
$14.1K +$11.7K +2,411 +1,498%
EP
437
Essential Partners
California
$13.7K +$3.6K +743 +40%
OCM
438
Osterweis Capital Management
California
$13.4K – – –
BIA
439
Bell Investment Advisors
California
$13.1K +$4.69K +969 +65%
RWM
440
Raffa Wealth Management
District of Columbia
$13K – – –
CPG
441
Cornerstone Planning Group
New Jersey
$12.9K +$1.31K +271 +14%
OC
442
Oakworth Capital
Alabama
$12.9K +$11.7K +2,425 New
PB
443
Pinnacle Bancorp
Nebraska
$12.4K – – –
GKIM
444
GW&K Investment Management
Massachusetts
$12K – – –
HWP
445
Highline Wealth Partners
California
$12K – – –
SIC
446
SJS Investment Consulting
Ohio
$11.1K +$10.2K +2,102 New
GEA
447
Glen Eagle Advisors
New Jersey
$11.1K – – –
NS
448
NBC Securities
Alabama
$10.1K -$605 -125 -6%
MNA
449
Manning & Napier Advisors
New York
$9.12K +$8.28K +1,711 New
SEP
450
Signature Equity Partners
Ohio
$9.08K +$8.3K +1,714 New
16 17
18
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