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Lloyds Banking Group
LYG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
476
SHP Wealth Management
Massachusetts
$17K -$5.7K -1,039 -24%
PGAM
477
Princeton Global Asset Management
New Jersey
$15.1K – – –
HAP
478
Harbor Asset Planning
Massachusetts
$14.8K – – –
UB
479
UMB Bank
Missouri
$14.1K – – –
CFD
480
Creative Financial Designs
Indiana
$14K – – –
GKIM
481
GW&K Investment Management
Massachusetts
$13K +$1.62K +295 +13%
EP
482
Essential Partners
California
$13K – – –
PB
483
Pinnacle Bancorp
Nebraska
$11.8K – – –
RWM
484
Raffa Wealth Management
District of Columbia
$11.8K -$658 -120 -5%
BIA
485
Bell Investment Advisors
California
$11.3K -$1.18K -215 -9%
SIC
486
SJS Investment Consulting
Ohio
$10.6K – – –
GEA
487
Glen Eagle Advisors
New Jersey
$10.6K – – –
SIS
488
Sound Income Strategies
Florida
$10.5K -$3.1K -566 -22%
JFG
489
JDM Financial Group
Texas
$10.1K +$11.1K +2,017 New
WA
490
Whipplewood Advisors
Colorado
$9.78K +$10.7K +1,944 New
HNB
491
Huntington National Bank
Ohio
$9.55K +$3.84K +700 +58%
RWS
492
Retirement Wealth Solutions
Wisconsin
$9.51K +$1.45K +264 +16%
AGWCA
493
Annis Gardner Whiting Capital Advisors
Florida
$9.5K -$4.99K -910 -33%
NS
494
NBC Securities
Alabama
$8.99K -$686 -125 -7%
IWS
495
Intentional Wealth Strategies
Colorado
$8.93K +$9.74K +1,776 New
MNA
496
Manning & Napier Advisors
New York
$8.23K -$38 -7 -0.4%
FFL
497
Financial Freedom LLC
Ohio
$8.16K +$8.9K +1,622 New
PG
498
Proffitt & Goodson
Tennessee
$7.74K – – –
BFS
499
Bare Financial Services
Pennsylvania
$7.66K +$1.87K +341 +29%
SEP
500
Signature Equity Partners
Ohio
$7.47K -$1.26K -229 -13%
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