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Lloyds Banking Group

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
151
Integrated Wealth Concepts
Massachusetts
$306K +$21.6K +7,186 +8%
OKSA
152
O'Keefe Stevens Advisory
New York
$305K +$91.4K +30,471 +45%
CC
153
Callan Capital
California
$304K +$33.1K +11,022 +13%
DAS
154
Dynamic Advisor Solutions
Arizona
$303K +$13K +4,337 +5%
CC
155
Centiva Capital
New York
$295K +$120K +40,080 +74%
IC
156
IEQ Capital
California
$293K +$24.5K +8,158 +10%
CWS
157
Cypress Wealth Services
California
$292K +$2.89K +962 +1%
SC
158
Sepio Capital
Utah
$292K
CL
159
Choreo LLC
Illinois
$291K +$81.8K +27,263 +40%
FAFN
160
First Affirmative Financial Network
Colorado
$279K -$52.3K -17,420 -16%
CTC
161
Cetera Trust Company
Minnesota
$279K
PWG
162
Portside Wealth Group
Utah
$277K +$143K +47,573 +115%
P
163
&Partners
Tennessee
$276K +$166K +55,481 +169%
TSS
164
Two Sigma Securities
New York
$268K +$258K +86,050 New
FIA
165
Foundations Investment Advisors
Arizona
$262K +$8.52K +2,838 +3%
WSFS
166
Wilmington Savings Fund Society
Delaware
$262K +$252K +83,912 New
MW
167
Marcum Wealth
Ohio
$259K +$618 +206 +0.2%
Russell Investments Group
168
Russell Investments Group
United Kingdom
$258K +$79.2K +26,394 +47%
BBW
169
Blue Barn Wealth
Utah
$257K +$79K +26,316 +47%
CA
170
Continuum Advisory
Idaho
$252K +$16.1K +5,356 +6%
NG
171
Norden Group
Utah
$247K +$173K +57,813 +269%
ASN
172
Advisory Services Network
Georgia
$242K
AWM
173
Aprio Wealth Management
Georgia
$242K +$39.8K +13,277 +21%
ERIC
174
Eagle Rock Investment Company
Georgia
$241K +$232K +77,176 New
AIM
175
Anchor Investment Management
South Carolina
$237K -$6K -2,000 -3%