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Lloyds Banking Group

Name Holding Trade Value Shares
Change
Change in
Stake
CGL
151
Clarius Group LLC
Washington
$36K +$1.86K +898 +6%
SG Americas Securities
152
SG Americas Securities
New York
$35K
IC
153
Intersect Capital
California
$34K +$8.43K +4,060 +38%
CWM
154
Calamos Wealth Management
Illinois
$34K +$30.1K +14,502 New
PA
155
Pinnacle Associates
New York
$31K
BRWA
156
B. Riley Wealth Advisors
Florida
$31K +$26.9K +12,975 New
KP
157
Keel Point
Alabama
$31K +$27.3K +13,160 New
EVM
158
Eaton Vance Management
Massachusetts
$31K +$27.5K +13,249 New
Cerity Partners
159
Cerity Partners
New York
$30K -$7.41K -3,569 -22%
ZIM
160
Zacks Investment Management
Illinois
$30K
BF
161
BOK Financial
Oklahoma
$30K +$332 +160 +1%
BHB
162
Bank Hapoalim BM
Israel
$30K +$27K +13,000 New
PFO
163
Pathstone Family Office
New Jersey
$29K +$16.8K +8,086 +176%
GA
164
Gateway Advisory
New Jersey
$28K
BTWM
165
Baker Tilly Wealth Management
Wisconsin
$27K
PWPS
166
Pinnacle Wealth Planning Services
Ohio
$27K +$23.1K +11,105 +1,607%
NA
167
NewEdge Advisors
Louisiana
$27K +$23.8K +11,438 New
APP
168
Avantax Planning Partners
Iowa
$27K +$24K +11,551 New
SW
169
SVB Wealth
Massachusetts
$27K +$24.1K +11,609 New
LSAG
170
Lake Street Advisors Group
New Hampshire
$27K +$24.4K +11,743 New
PP
171
Pacifica Partners
Canada
$26K -$2.08K -1,000 -8%
OBWG
172
Onyx Bridge Wealth Group
New York
$26K
HI
173
Harbour Investments
Wisconsin
$26K +$22.9K +11,003 New
MFA
174
Mayflower Financial Advisors
Massachusetts
$26K +$23.1K +11,120 New
TFA
175
Tranquilli Financial Advisor
New Jersey
$25K -$1.42K -682 -6%