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Lloyds Banking Group

Name Holding Trade Value Shares
Change
Change in
Stake
FPCP
151
Fort Point Capital Partners
California
$110K
BBHC
152
Brown Brothers Harriman & Co
New York
$109K -$1.43K -696 -1%
Toronto Dominion Bank
153
Toronto Dominion Bank
Ontario, Canada
$108K +$18.3K +8,871 +22%
SW
154
SVB Wealth
Massachusetts
$108K -$18.6K -9,049 -16%
LSAG
155
Lake Street Advisors Group
New Hampshire
$107K -$39K -18,946 -28%
SIA
156
Schechter Investment Advisors
Michigan
$106K +$13.3K +6,455 +15%
Prudential Financial
157
Prudential Financial
New Jersey
$105K -$5.72K -2,780 -6%
DWT
158
Dorsey & Whitney Trust
South Dakota
$103K +$12.9K +6,289 +15%
P
159
Palladiem
Pennsylvania
$102K
EFSCE
160
Enterprise Financial Services Corp (EFSC)
Missouri
$99.9K -$9.37K -4,555 -9%
PMG
161
ProVise Management Group
Florida
$96.6K +$59K +28,700 +189%
BF
162
BOK Financial
Oklahoma
$94.5K -$70K -34,021 -44%
AAS
163
Avantax Advisory Services
Texas
$91.9K +$831 +404 +1%
HFP
164
Holistic Financial Partners
Indiana
$91.8K
BP
165
Ballentine Partners
Massachusetts
$91.5K -$102K -49,544 -54%
OL
166
Optas LLC
Texas
$91.4K -$11.5K -5,613 -12%
PTP
167
Platform Technology Partners
New York
$88.6K -$18.9K -9,196 -19%
IC
168
IEQ Capital
California
$87.5K -$23.6K -11,474 -22%
BTI
169
Blue Trust Inc
Georgia
$87K +$35.2K +17,089 +54%
CC
170
Centiva Capital
New York
$86.2K +$47.6K +23,123 +144%
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
$84.9K +$5.25K +2,550 +7%
PAS
172
Park Avenue Securities
New York
$81K +$16.4K +7,967 +27%
Stifel Financial
173
Stifel Financial
Missouri
$79.9K -$14.2K -6,902 -16%
SXL
174
Summit X LLC
Missouri
$79.6K -$7.29K -3,541 -8%
CG
175
CFO4Life Group
Texas
$79K -$11.9K -5,805 -14%