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Lloyds Banking Group
LYG

Name Holding Trade Value Shares
Change 		Change in
Stake
DM
451
Diversified Management
Wisconsin
$53.1K +$57.9K +10,548 New
DAS
452
Dynamic Advisor Solutions
Arizona
$52.4K -$1.71K -312 -3%
OCA
453
OpenArc Corporate Advisory
Georgia
$51.5K +$56.2K +10,239 New
HHGA
454
Halbert Hargrove Global Advisors
California
$50.8K – – –
SIA
455
Soltis Investment Advisors
Utah
$50.7K +$55.3K +10,076 New
LCWP
456
Legacy Capital Wealth Partners
Arkansas
$50.6K +$55.1K +10,051 New
EFSCE
457
Enterprise Financial Services Corp (EFSC)
Missouri
$50.3K – – –
SFP
458
Shepherd Financial Partners
Massachusetts
$50.3K – – –
BHWM
459
Beaird Harris Wealth Management
Texas
$49.7K +$51K +9,300 +1,587%
TWD
460
True Wealth Design
Ohio
$47.7K +$21.5K +3,913 +70%
TCOT
461
Trust Company of Toledo
Ohio
$47.4K +$51.7K +9,415 New
TPWA
462
Twin Peaks Wealth Advisors
California
$41.4K +$45.2K +8,238 New
MCM
463
Manchester Capital Management
Vermont
$41.1K – – –
PFBT
464
Parkside Financial Bank & Trust
Missouri
$38.1K +$944 +172 +2%
HPC
465
HM Payson & Co
Maine
$36K – – –
SIC
466
Salem Investment Counselors
North Carolina
$35.2K +$38.4K +7,000 New
WIM
467
Westside Investment Management
California
$33.4K – – –
LFG
468
Larson Financial Group
Missouri
$33.2K +$8.41K +1,533 +30%
MG
469
Mather Group
Illinois
$29.7K +$32.4K +5,900 New
PTC
470
Private Trust Company
Ohio
$29.7K -$1.4K -255 -4%
CPG
471
Cornerstone Planning Group
New Jersey
$26.7K +$16K +2,915 +131%
JWA
472
JFS Wealth Advisors
Pennsylvania
$21.2K – – –
FC
473
Fairscale Capital
New Hampshire
$20K – – –
AWA
474
Acumen Wealth Advisors
Tennessee
$19.5K +$15.6K +2,843 +273%
BLC
475
Brown, Lisle/Cummings
Rhode Island
$17.2K – – –
17 18
19
20 21