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Lloyds Banking Group

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
101
Cerity Partners
New York
$287K -$66.8K -32,492 -20%
Pacer Advisors
102
Pacer Advisors
Pennsylvania
$278K +$260K +126,369 New
FFM
103
Forum Financial Management
Illinois
$263K – – –
CHP
104
Cable Hill Partners
Oregon
$262K +$245K +119,103 New
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$245K +$11K +5,363 +5%
FVWA
106
Foster Victor Wealth Advisors
South Carolina
$244K +$13.8K +6,696 +7%
BCI
107
Brinker Capital Investments
Pennsylvania
$234K -$47.1K -22,876 -18%
RWM
108
Ritholtz Wealth Management
New York
$228K -$13.3K -6,458 -6%
PFGIA
109
Patriot Financial Group Insurance Agency
Massachusetts
$228K +$12.6K +6,127 +6%
MOS
110
MGO One Seven
Ohio
$226K -$3.54K -1,721 -2%
KOCAA
111
Knights of Columbus Asset Advisors
Connecticut
$222K – – –
CA
112
Continuum Advisory
Idaho
$217K +$66.4K +32,271 +49%
QCG
113
Quadrant Capital Group
Ohio
$208K -$85.4K -41,493 -30%
ECM
114
Evergreen Capital Management
Washington
$193K +$26.6K +12,940 +17%
CWS
115
Cypress Wealth Services
California
$191K -$5.1K -2,481 -3%
ASN
116
Advisory Services Network
Georgia
$183K -$7K -3,402 -4%
SF
117
Synovus Financial
Georgia
$179K – – –
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$179K -$50.3K -24,428 -23%
AWAP
119
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$173K -$6.83K -3,318 -4%
SC
120
Scotia Capital
Ontario, Canada
$172K – – –
Corient Private Wealth
121
Corient Private Wealth
Florida
$168K +$157K +76,347 New
Cetera Investment Advisers
122
Cetera Investment Advisers
Illinois
$167K +$3.89K +1,891 +3%
SPP
123
Single Point Partners
Massachusetts
$166K +$44.7K +21,746 +40%
AGC
124
Aspen Grove Capital
Colorado
$157K +$147K +71,512 New
Charles Schwab
125
Charles Schwab
California
$157K +$147K +71,272 New