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Lloyds Banking Group

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
126
Geneos Wealth Management
Colorado
$48K – – –
AA
127
Argent Advisors
Louisiana
$47K +$1.06K +627 +3%
FDCDDQ
128
Federation des caisses Desjardins du Quebec
Quebec, Canada
$46.8K – – –
BCM
129
Brookstone Capital Management
Illinois
$46K -$35.5K -21,038 -47%
MPPW
130
Mitchell & Pahl Private Wealth
Oklahoma
$45K +$38.9K +23,091 New
LC
131
Lindbrook Capital
California
$43K +$671 +398 +2%
State Street
132
State Street
Massachusetts
$42K -$21.6K -12,831 -37%
AWM
133
AE Wealth Management
Kansas
$41K +$108 +64 +0.3%
PA
134
Parallel Advisors
California
$41K +$5.66K +3,358 +19%
VFA
135
Valeo Financial Advisors
Indiana
$40K – – –
PCS
136
Personal CFO Solutions
New Jersey
$40K +$7.94K +4,712 +30%
Stifel Financial
137
Stifel Financial
Missouri
$40K +$17.6K +10,418 +104%
PCC
138
Park Circle Company
Maryland
$39K – – –
Brown Advisory
139
Brown Advisory
Maryland
$38K – – –
FWM
140
Focused Wealth Management
New York
$37K -$91.2K -54,091 -74%
FI
141
FormulaFolio Investments
Michigan
$36K +$31.4K +18,602 New
IA
142
IFG Advisory
Georgia
$34K – – –
Cerity Partners
143
Cerity Partners
New York
$32K -$37.5K -22,275 -58%
AAM
144
Auxier Asset Management
Oregon
$32K -$5.06K -3,000 -15%
CIAS
145
Capital Investment Advisory Services
North Carolina
$31K – – –
SXL
146
Summit X LLC
Missouri
$31K +$27.4K +16,287 New
CCP
147
Corient Capital Partners
California
$30K +$25.7K +15,237 New
RJT
148
Raymond James Trust
Florida
$29K -$10.5K -6,228 -30%
SG Americas Securities
149
SG Americas Securities
New York
$29K – – –
CGL
150
Clarius Group LLC
Washington
$28K -$3.27K -1,940 -12%