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Lloyds Banking Group
LYG

Name Holding Trade Value Shares
Change 		Change in
Stake
FAFN
176
First Affirmative Financial Network
Colorado
$106K +$61K +25,225 +123%
CG
177
CFO4Life Group
Texas
$106K +$23.2K +9,584 +27%
EFSCE
178
Enterprise Financial Services Corp (EFSC)
Missouri
$104K -$1.7K -703 -2%
BP
179
Ballentine Partners
Massachusetts
$96.5K – – –
HFP
180
Holistic Financial Partners
Indiana
$96.2K -$552 -228 -0.5%
JF
181
Jump Financial
Illinois
$93.9K +$36.1K +14,932 +58%
PTP
182
Platform Technology Partners
New York
$93.4K – – –
PMG
183
ProVise Management Group
Florida
$92.6K -$9.68K -4,000 -9%
KAS
184
Kestra Advisory Services
Texas
$88.5K -$56.8K -23,463 -38%
LFA
185
Legacy Financial Advisors
Kentucky
$87.9K +$7.46K +3,082 +9%
OL
186
Optas LLC
Texas
$87.4K -$9.35K -3,862 -9%
AAS
187
Avantax Advisory Services
Texas
$84.3K -$13.3K -5,478 -13%
GT
188
Glenmede Trust
Pennsylvania
$82.7K +$34.2K +14,113 +66%
BCM
189
Brookstone Capital Management
Illinois
$77.6K +$3.62K +1,494 +5%
RJT
190
Raymond James Trust
Florida
$76K +$641 +265 +0.8%
AWM
191
Apollon Wealth Management
South Carolina
$75.3K +$806 +333 +1%
LC
192
Lindbrook Capital
California
$74.4K +$7.58K +3,132 +11%
VFA
193
Valeo Financial Advisors
Indiana
$73.3K +$1.69K +700 +2%
SRC
194
Sage Rhino Capital
California
$72.3K +$7.22K +2,985 +11%
WRPWM
195
Werba Rubin Papier Wealth Management
California
$71.7K – – –
PP
196
PDS Planning
Ohio
$70.4K +$30.7K +12,684 +72%
HTC
197
Haverford Trust Company
Pennsylvania
$69.8K +$72.8K +30,072 New
CC
198
Chicago Capital
Illinois
$69.6K – – –
USCWA
199
U.S. Capital Wealth Advisors
Texas
$69.6K – – –
FOA
200
Five Oceans Advisors
California
$67.5K – – –
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