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Lloyds Banking Group

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$354K -$149K -55,647 -30%
BP
127
Ballentine Partners
Massachusetts
$345K +$55.2K +20,583 +19%
UCFA
128
United Capital Financial Advisors
Texas
$343K -$2.51K -936 -0.7%
Cambridge Investment Research Advisors
129
Cambridge Investment Research Advisors
Iowa
$336K +$25K +9,316 +8%
Prudential Financial
130
Prudential Financial
New Jersey
$333K +$137K +51,069 +72%
ECM
131
Evergreen Capital Management
Washington
$328K +$7.55K +2,814 +2%
SC
132
Syon Capital
California
$328K +$12.1K +4,527 +4%
MOS
133
MGO One Seven
Ohio
$303K +$68.2K +25,410 +30%
KOCAA
134
Knights of Columbus Asset Advisors
Connecticut
$294K
FAFN
135
First Affirmative Financial Network
Colorado
$292K -$4.34K -1,618 -1%
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$290K +$58.2K +21,709 +26%
AWA
137
Aaron Wealth Advisors
Illinois
$272K +$15.2K +5,681 +6%
Corient Private Wealth
138
Corient Private Wealth
Florida
$270K +$50K +18,645 +23%
MGWM
139
Marks Group Wealth Management
Minnesota
$255K +$251K +93,436 New
SC
140
Sepio Capital
Utah
$255K
BTI
141
Blue Trust Inc
Georgia
$254K +$100K +37,341 +61%
DAS
142
Dynamic Advisor Solutions
Arizona
$254K +$67.8K +25,280 +37%
CWS
143
Cypress Wealth Services
California
$253K -$1.4K -521 -0.6%
IWC
144
Integrated Wealth Concepts
Massachusetts
$248K -$43.5K -16,230 -15%
CTC
145
Cetera Trust Company
Minnesota
$244K
ASN
146
Advisory Services Network
Georgia
$242K -$9.79K -3,652 -4%
Jones Financial Companies
147
Jones Financial Companies
Missouri
$239K +$235K +87,659 New
Squarepoint
148
Squarepoint
New York
$238K -$1.11M -414,981 -83%
SA
149
Sanctuary Advisors
Indiana
$237K +$243K +90,692 New
CC
150
Callan Capital
California
$236K +$92.3K +34,404 +66%