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Lloyds Banking Group
LYG

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
526
Cornerstone Financial Management
Massachusetts
$3.77K +$1.07K +195 +35%
PWA
527
Physician Wealth Advisors
Utah
$3.75K – – –
FC
528
Financial Consulate
Maryland
$3.74K +$2.9K +529 +246%
FNWA
529
Financial Network Wealth Advisors
Utah
$3.73K -$702 -128 -15%
NSIM
530
North Star Investment Management
Illinois
$3.68K – – –
RF
531
Rossby Financial
Florida
$3.31K +$307 +56 +10%
NF
532
Napier Financial
Massachusetts
$3.25K +$3.55K +647 New
AWM
533
Abound Wealth Management
Tennessee
$3.07K -$1.47K -268 -31%
TCM
534
TD Capital Management
Tennessee
$2.76K -$543 -99 -15%
KG
535
Kilter Group
New York
$2.58K +$927 +169 +49%
DF
536
DecisionPoint Financial
Arizona
$2.52K – – –
JWM
537
JPL Wealth Management
Colorado
$2.38K +$2.6K +474 New
MCM
538
MV Capital Management
Maryland
$2.2K +$1.52K +277 +173%
BH
539
Burk Holdings
Oklahoma
$2.15K +$2.34K +427 New
ST
540
Smithfield Trust
Pennsylvania
$2K – – –
FMP
541
Financial Management Professionals
Texas
$1.94K +$2.12K +386 New
TFA
542
Transamerica Financial Advisors
Florida
$1.92K -$13.2K -2,415 -86%
FCAS
543
First Command Advisory Services
Texas
$1.84K +$198 +36 +11%
SS
544
Sunbelt Securities
Texas
$1.83K – – –
TCM
545
Triumph Capital Management
Colorado
$1.73K +$1.14K +207 +152%
MB
546
MidFirst Bank
Oklahoma
$1.62K +$1.77K +322 New
MAS
547
MPWM Advisory Solutions
Georgia
$1.56K – – –
RCM
548
Raleigh Capital Management
North Carolina
$1.35K +$1.48K +269 New
CFO
549
CVA Family Office
Colorado
$1.28K – – –
ECA
550
Elevated Capital Advisors
Utah
$1.27K – – –
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