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Lloyds Banking Group

Name Holding Trade Value Shares
Change
Change in
Stake
FPF
451
First Pacific Financial
Washington
$72.6K +$1.59K +294 +2%
NB
452
Nicolet Bankshares
Wisconsin
$72.6K – – –
FG
453
Foster Group
Iowa
$72.2K – – –
SAG
454
SageView Advisory Group
California
$70.8K +$1.02K +188 +2%
AWA
455
Aletheian Wealth Advisors
Washington
$70.6K +$65.7K +12,114 New
DE
456
Diversified Enterprises
Delaware
$69.9K -$1.76K -324 -3%
BRWA
457
B. Riley Wealth Advisors
Florida
$69.8K +$65.8K +12,135 New
QWP
458
Quotient Wealth Partners
Texas
$68.8K +$64K +11,793 New
EFG
459
Everhart Financial Group
Ohio
$67K +$2.35K +434 +4%
GWMR
460
GC Wealth Management RIA
Massachusetts
$65.4K +$60.8K +11,220 New
EIP
461
Epoch Investment Partners
New York
$65.1K -$73.3K -13,526 -55%
V
462
Viaable
Pennsylvania
$64.9K +$59.7K +11,002 New
GAM
463
Gotham Asset Management
New York
$64.8K – – –
SL
464
Salomon & Ludwin
Virginia
$64.4K -$16K -2,948 -21%
OCA
465
OpenArc Corporate Advisory
Georgia
$63.9K +$3.89K +717 +7%
AO
466
Advisor OS
Illinois
$63.9K -$10.9K -2,017 -16%
CCG
467
Cypress Capital Group
Florida
$63.7K +$59.3K +10,930 New
HFP
468
Holistic Financial Partners
Indiana
$63.4K – – –
TWP
469
Triad Wealth Partners
Kansas
$63.2K +$54.8K +10,097 New
OCWP
470
Owl Creek Wealth Partners
Colorado
$63K – – –
UWP
471
Uniting Wealth Partners
Kansas
$62.7K +$58.3K +10,759 New
CWM
472
Cherrydale Wealth Management
New Jersey
$62.3K – – –
HHGA
473
Halbert Hargrove Global Advisors
California
$62.2K +$3.08K +567 +6%
HPM
474
Hoxton Planning & Management
West Virginia
$62.1K – – –
SG Americas Securities
475
SG Americas Securities
New York
$60K -$82.1K -15,141 -60%