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Lloyds Banking Group

Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$589K -$124K -60,185 -18%
OSAM
77
O'Shaughnessy Asset Management
Connecticut
$528K -$62.1K -30,193 -11%
API
78
Advisor Partners II
California
$524K -$22.9K -11,134 -4%
CLOS
79
Compagnie Lombard Odier SCmA
Switzerland
$506K
CA
80
Cetera Advisors
Colorado
$503K +$4.63K +2,253 +1%
LWAM
81
Legacy Wealth Asset Management
Minnesota
$480K -$1.3K -634 -0.3%
NW
82
Naviter Wealth
Arkansas
$474K +$37.5K +18,234 +10%
Truist Financial
83
Truist Financial
North Carolina
$473K -$9.21K -4,476 -2%
VFA
84
Voya Financial Advisors
Connecticut
$467K -$83.1K -40,372 -16%
LNWWM
85
Laird Norton Wetherby Wealth Management
California
$454K -$129K -62,910 -23%
IB
86
Intrust Bank
Kansas
$445K -$51.7K -25,148 -11%
EWM
87
Edge Wealth Management
New York
$440K
EI
88
Ellevest Inc
New York
$430K +$91.8K +44,635 +30%
ZCA
89
Zeke Capital Advisors
Pennsylvania
$414K +$387K +187,979 New
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$405K -$159K -77,431 -30%
PFO
91
Pathstone Family Office
New Jersey
$394K +$32K +15,564 +7%
AIM
92
Anchor Investment Management
South Carolina
$358K -$6.17K -3,000 -2%
EAM
93
Eagle Asset Management
Florida
$352K -$6.84K -3,324 -2%
Vanguard Personalized Indexing Management
94
Vanguard Personalized Indexing Management
California
$350K -$345K -167,873 -51%
FIA
95
Foundations Investment Advisors
Arizona
$343K +$134K +65,218 +72%
AssetMark Inc
96
AssetMark Inc
California
$342K +$15.2K +7,390 +5%
Creative Planning
97
Creative Planning
Kansas
$335K -$84.6K -41,099 -21%
XC
98
XY Capital
Hong Kong
$306K +$286K +139,052 New
S
99
SignatureFD
Georgia
$297K -$154K -75,074 -36%
GCM
100
Gallacher Capital Management
Colorado
$292K +$273K +132,556 New