We are live on ! Find out more
LYG icon

Lloyds Banking Group

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
601
Asset Dedication LLC
California
$957 +$889 +164 New
AT
602
Arlington Trust
Alabama
$816 – – –
SHIM
603
Stone House Investment Management
Pennsylvania
$775 +$163 +30 +29%
MWM
604
Mosley Wealth Management
California
$764 +$710 +131 New
MS
605
Monetary Solutions
Ohio
$729 +$678 +125 New
TC
606
Trust Company
Kansas
$624 – – –
GFA
607
Godfrey Financial Associates
New York
$554 – – –
DRP
608
Decker Retirement Planning
Utah
$545 +$504 +93 New
CCWM
609
Cassaday & Co Wealth Management
Virginia
$543 – – –
GIA
610
GHP Investment Advisors
Colorado
$519 – – –
VCM
611
Versant Capital Management
Arizona
$315 +$293 +54 New
CSP
612
Cary Street Partners
Virginia
$245 +$228 +42 New
IFWM
613
Institute for Wealth Management
Colorado
$151 +$141 +26 New
FGC
614
Financial Gravity Companies
Texas
$41 +$38 +7 New
Renaissance Technologies
615
Renaissance Technologies
New York
– -$12.7M -2,528,180 Closed
SP
616
SIH Partners
Delaware
– -$1.89M -376,246 Closed
HP
617
Havemeyer Place
Connecticut
– -$1.51M -300,300 Closed
Barclays
618
Barclays
United Kingdom
– -$1M -199,119 Closed
HT
619
Headlands Technologies
Illinois
– -$729K -144,834 Closed
VCM
620
Voleon Capital Management
California
– -$575K -114,375 Closed
BAM
621
Blueshift Asset Management
New Jersey
– -$518K -102,945 Closed
ACM
622
Arlington Capital Management
Illinois
– -$282K -56,043 Closed
BHPW
623
Beverly Hills Private Wealth
California
– -$210K -41,680 Closed
EC
624
EntryPoint Capital
New York
– -$195K -38,846 Closed
PWC
625
Pathfinder Wealth Consulting
North Carolina
– -$184K -36,529 Closed