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Lloyds Banking Group

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
126
Cidel Asset Management
Ontario, Canada
$156K – – –
GWM
127
Gitterman Wealth Management
New Jersey
$156K +$1.43K +696 +1%
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$151K -$45.5M -22,115,942 -100%
CWM
129
CarsonAllaria Wealth Management
Illinois
$151K – – –
MW
130
Marcum Wealth
Ohio
$151K +$11.5K +5,575 +9%
CAAS
131
Capital Asset Advisory Services
Michigan
$149K -$314K -152,497 -71%
BSW
132
Buckingham Strategic Wealth
Missouri
$147K +$78.3K +38,063 +133%
BWP
133
BSW Wealth Partners
Colorado
$145K -$63.8K -31,014 -32%
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$144K +$62K +30,134 +86%
Luther King Capital Management (LKCM)
135
Luther King Capital Management (LKCM)
Texas
$143K – – –
PFO
136
Pathstone Family Office
New Jersey
$142K +$70.1K +34,057 +42%
Vanguard Capital Wealth Advisors
137
Vanguard Capital Wealth Advisors
Colorado
$140K -$20.9K -10,153 -14%
KAS
138
Kestra Advisory Services
Texas
$136K -$6.79K -3,300 -5%
SFA
139
Sequoia Financial Advisors
Ohio
$134K +$31.1K +15,105 +33%
HWMA
140
Heritage Wealth Management (Arizona)
Arizona
$128K +$67.2K +32,668 +129%
State Street
141
State Street
Massachusetts
$125K +$44.6K +21,700 +62%
CCA
142
Cottonwood Capital Advisors
Utah
$121K – – –
OMC
143
Old Mission Capital
Illinois
$119K +$112K +54,279 New
Simplex Trading
144
Simplex Trading
Illinois
$118K +$31.8K +15,461 +40%
BCM
145
Bayesian Capital Management
New York
$117K +$110K +53,300 New
M&T Bank
146
M&T Bank
New York
$116K +$171 +83 +0.2%
VIA
147
Vident Investment Advisory
Georgia
$116K +$30.6K +14,868 +39%
EARNEST Partners
148
EARNEST Partners
Georgia
$115K – – –
CCA
149
Checchi Capital Advisers
California
$112K +$22.5K +10,960 +27%
PMA
150
Prudent Man Advisors
Illinois
$112K +$30.8K +14,964 +42%