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Lloyds Banking Group
LYG

Name Holding Trade Value Shares
Change 		Change in
Stake
VEM
426
Vann Equity Management
Texas
$65.4K +$71.3K +12,994 New
AO
427
Advisor OS
Illinois
$65.2K +$71.2K +12,970 New
BHB
428
Bank Hapoalim BM
Israel
$65K – – –
SP
429
Stonebrook Private
Michigan
$63.6K +$69.4K +12,646 New
SFS
430
Sowell Financial Services
Arkansas
$63.4K +$6.98K +1,273 +11%
WA
431
Waverly Advisors
Alabama
$62.5K +$11.7K +2,138 +21%
FG
432
Foster Group
Iowa
$62.3K – – –
DE
433
Diversified Enterprises
Delaware
$61.9K – – –
PI
434
PFG Investments
New York
$61.9K – – –
NB
435
Nicolet Bankshares
Wisconsin
$61.4K +$64.5K +11,759 New
FPF
436
First Pacific Financial
Washington
$61.1K – – –
SAG
437
SageView Advisory Group
California
$60.1K +$1.89K +344 +3%
XWL
438
XXI Wealth LLC
Illinois
$57.7K +$62.9K +11,472 New
KA
439
Klingman & Associates
New York
$57K +$2.25K +411 +4%
TRCT
440
Tower Research Capital (TRC)
New York
$56.8K +$61.9K +11,287 New
GAM
441
Gotham Asset Management
New York
$55.9K – – –
EFG
442
Everhart Financial Group
Ohio
$55.7K +$60.7K +11,065 New
VA
443
VestGen Advisors
Illinois
$54.8K +$57.7K +10,522 New
HFP
444
Holistic Financial Partners
Indiana
$54.7K – – –
JSW
445
Journey Strategic Wealth
New Jersey
$54.6K +$59.5K +10,846 New
GT
446
Greenleaf Trust
Michigan
$54.4K – – –
OCWP
447
Owl Creek Wealth Partners
Colorado
$54.4K +$59.3K +10,807 New
CWM
448
Cherrydale Wealth Management
New Jersey
$53.8K – – –
HPM
449
Hoxton Planning & Management
West Virginia
$53.6K – – –
BWM
450
Baron Wealth Management
Michigan
$53.2K -$351 -64 -0.6%
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