We are live on ! Find out more
LYG icon

Lloyds Banking Group

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
126
CarsonAllaria Wealth Management
Illinois
$123K +$2.02K +971 +1%
LSAG
127
Lake Street Advisors Group
New Hampshire
$121K +$3.9K +1,877 +3%
CA
128
Continuum Advisory
Idaho
$119K -$4.83K -2,325 -3%
IAA
129
Independent Advisor Alliance
North Carolina
$119K +$61.6K +29,659 +80%
Luther King Capital Management (LKCM)
130
Luther King Capital Management (LKCM)
Texas
$116K
KAS
131
Kestra Advisory Services
Texas
$116K +$10.5K +5,066 +8%
MW
132
Marcum Wealth
Ohio
$113K +$16.5K +7,950 +14%
SW
133
SVB Wealth
Massachusetts
$104K +$18.2K +8,784 +18%
CCA
134
Cottonwood Capital Advisors
Utah
$98K
AWA
135
Aaron Wealth Advisors
Illinois
$96K +$61.6K +29,684 +124%
SPP
136
Single Point Partners
Massachusetts
$96K +$112K +53,876 New
EARNEST Partners
137
EARNEST Partners
Georgia
$93K -$47.7K -22,960 -31%
M&T Bank
138
M&T Bank
New York
$93K -$9.01K -4,339 -8%
IC
139
IEQ Capital
California
$92K +$18.1K +8,705 +20%
Prudential Financial
140
Prudential Financial
New Jersey
$91K +$7.03K +3,387 +7%
FPCP
141
Fort Point Capital Partners
California
$90K
BBHC
142
Brown Brothers Harriman & Co
New York
$90K +$1.45K +696 +1%
EFSCE
143
Enterprise Financial Services Corp (EFSC)
Missouri
$89K +$2.98K +1,436 +3%
PTP
144
Platform Technology Partners
New York
$89K +$29.2K +14,053 +40%
OL
145
Optas LLC
Texas
$83K +$9.52K +4,583 +11%
P
146
Palladiem
Pennsylvania
$83K +$55.2K +26,605 +136%
SFA
147
Sequoia Financial Advisors
Ohio
$82K +$3.16K +1,524 +3%
VCM
148
Virtue Capital Management
Tennessee
$81K -$108 -52 -0.1%
WWA
149
WCG Wealth Advisors
Nevada
$78K +$7.19K +3,462 +9%
CAM
150
Cresset Asset Management
Illinois
$78K +$36K +17,321 +66%