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Lloyds Banking Group

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
151
United Capital Financial Advisors
Texas
$55K +$55.1K +21,466 New
PTP
152
Platform Technology Partners
New York
$55K +$55.5K +21,630 New
GWM
153
Geneos Wealth Management
Colorado
$53K
BWP
154
BSW Wealth Partners
Colorado
$53K +$53.7K +20,899 New
VFA
155
Valeo Financial Advisors
Indiana
$52K
PCC
156
Park Circle Company
Maryland
$51K
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$51K +$9.46K +3,686 +23%
IAA
158
Independent Advisor Alliance
North Carolina
$50K +$50K +19,491 New
FWM
159
Focused Wealth Management
New York
$49K +$534 +208 +1%
AWA
160
Aaron Wealth Advisors
Illinois
$49K +$49.5K +19,260 New
SXL
161
Summit X LLC
Missouri
$48K +$1.39K +540 +3%
BCM
162
Brookstone Capital Management
Illinois
$47K -$8.46K -3,293 -15%
GBT
163
Grove Bank & Trust
Florida
$46K
Fisher Asset Management
164
Fisher Asset Management
Washington
$45K +$693 +270 +2%
PFO
165
Pathstone Family Office
New Jersey
$44K +$11.8K +4,583 +36%
KPW
166
Kore Private Wealth
New York
$43K +$43.3K +16,868 New
AAM
167
Auxier Asset Management
Oregon
$42K
CIAS
168
Capital Investment Advisory Services
North Carolina
$41K
IA
169
IFG Advisory
Georgia
$41K +$41.6K +16,213 New
CGL
170
Clarius Group LLC
Washington
$40K +$876 +341 +2%
RJT
171
Raymond James Trust
Florida
$39K -$3.95K -1,540 -9%
SRC
172
Sage Rhino Capital
California
$38K +$38.7K +15,086 New
EFSCE
173
Enterprise Financial Services Corp (EFSC)
Missouri
$37K +$35.3K +13,745 +1,602%
FIA
174
Foundations Investment Advisors
Arizona
$37K +$37K +14,409 New
KP
175
Keel Point
Alabama
$35K +$1.09K +425 +3%