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Lloyds Banking Group
LYG

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
476
Cary Street Partners Investment Advisory
Virginia
$59.9K +$55.8K +10,282 New
KOC
477
Koss-Olinger Consulting
Florida
$59.6K -$1.19M -218,556 -96%
HCP
478
Hexagon Capital Partners
Arkansas
$59.6K +$55.4K +10,217 New
SIA
479
Soltis Investment Advisors
Utah
$59.4K +$613 +113 +1%
EGWAG
480
Elwood & Goetz Wealth Advisory Group
Georgia
$59.1K +$55K +10,143 New
CFG
481
Carter Financial Group
Illinois
$58.4K -$81.5K -15,031 -60%
EFSCE
482
Enterprise Financial Services Corp (EFSC)
Missouri
$58.4K – – –
SFP
483
Shepherd Financial Partners
Massachusetts
$58.3K – – –
BHWM
484
Beaird Harris Wealth Management
Texas
$57.6K – – –
TWD
485
True Wealth Design
Ohio
$55.3K – – –
TCOT
486
Trust Company of Toledo
Ohio
$54.9K – – –
MG
487
Mather Group
Illinois
$49.6K +$14.2K +2,612 +44%
MCM
488
Manchester Capital Management
Vermont
$47.6K – – –
PFBT
489
Parkside Financial Bank & Trust
Missouri
$44.2K +$87 +16 +0.2%
CWP
490
Concord Wealth Partners
Virginia
$41.8K +$38.9K +7,176 New
HPC
491
HM Payson & Co
Maine
$41.7K – – –
SIC
492
Salem Investment Counselors
North Carolina
$40.8K – – –
LFG
493
Larson Financial Group
Missouri
$40.5K +$1.86K +344 +5%
WIM
494
Westside Investment Management
California
$37.3K – – –
SIC
495
SJS Investment Consulting
Ohio
$33.8K +$20.1K +3,699 +176%
CPG
496
Cornerstone Planning Group
New Jersey
$31.9K +$358 +66 +1%
AA
497
Addison Advisors
Vermont
$28.1K -$166K -30,609 -86%
PTC
498
Private Trust Company
Ohio
$27.8K -$6.14K -1,132 -19%
JWA
499
JFS Wealth Advisors
Pennsylvania
$24.5K – – –
FC
500
Fairscale Capital
New Hampshire
$23.2K – – –
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