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Lloyds Banking Group

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
126
Cidel Asset Management
Ontario, Canada
$127K – – –
GWM
127
Gitterman Wealth Management
New Jersey
$125K +$146K +70,113 New
MOS
128
MGO One Seven
Ohio
$125K +$217K +104,425 New
CWM
129
CarsonAllaria Wealth Management
Illinois
$123K +$2.02K +971 +1%
LSAG
130
Lake Street Advisors Group
New Hampshire
$121K +$3.9K +1,877 +3%
CA
131
Continuum Advisory
Idaho
$119K -$4.83K -2,325 -3%
IAA
132
Independent Advisor Alliance
North Carolina
$119K +$61.6K +29,659 +80%
Luther King Capital Management (LKCM)
133
Luther King Capital Management (LKCM)
Texas
$116K – – –
KAS
134
Kestra Advisory Services
Texas
$116K +$10.5K +5,066 +8%
MW
135
Marcum Wealth
Ohio
$113K +$16.5K +7,950 +14%
SW
136
SVB Wealth
Massachusetts
$104K +$18.2K +8,784 +18%
CCA
137
Cottonwood Capital Advisors
Utah
$98K – – –
AWA
138
Aaron Wealth Advisors
Illinois
$96K +$61.6K +29,684 +124%
SPP
139
Single Point Partners
Massachusetts
$96K +$112K +53,876 New
EARNEST Partners
140
EARNEST Partners
Georgia
$93K -$47.7K -22,960 -31%
M&T Bank
141
M&T Bank
New York
$93K -$9.01K -4,339 -8%
IC
142
IEQ Capital
California
$92K +$18.1K +8,705 +20%
Prudential Financial
143
Prudential Financial
New Jersey
$91K +$7.03K +3,387 +7%
FPCP
144
Fort Point Capital Partners
California
$90K – – –
BBHC
145
Brown Brothers Harriman & Co
New York
$90K +$1.45K +696 +1%
EFSCE
146
Enterprise Financial Services Corp (EFSC)
Missouri
$89K +$2.98K +1,436 +3%
PTP
147
Platform Technology Partners
New York
$89K +$29.2K +14,053 +40%
OL
148
Optas LLC
Texas
$83K +$9.52K +4,583 +11%
P
149
Palladiem
Pennsylvania
$83K +$55.2K +26,605 +136%
SFA
150
Sequoia Financial Advisors
Ohio
$82K +$3.16K +1,524 +3%