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Lloyds Banking Group

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
176
Independent Advisor Alliance
North Carolina
$275K -$10.2K -3,085 -4%
FIA
177
Foundations Investment Advisors
Arizona
$275K -$33.3K -10,059 -12%
CFO
178
Callan Family Office
Pennsylvania
$271K -$28.8K -8,719 -11%
AWS
179
Atria Wealth Solutions
New York
$271K +$20.1K +6,089 +9%
SAM
180
Smartleaf Asset Management
Massachusetts
$265K -$38.9K -11,763 -15%
PCG
181
Prosperity Consulting Group
Maryland
$261K +$6.59K +1,994 +3%
GWM
182
Gibbs Wealth Management
Georgia
$260K +$26.3K +7,948 +13%
FAFN
183
First Affirmative Financial Network
Colorado
$256K -$41.2K -12,460 -16%
AWAP
184
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$254K +$12.9K +3,890 +6%
CCA
185
Checchi Capital Advisers
California
$250K +$41.6K +12,585 +24%
AF
186
Allworth Financial
California
$247K +$592 +179 +0.3%
FIM
187
Freedom Investment Management
Connecticut
$247K -$81.7K -24,698 -28%
BHPW
188
Beverly Hills Private Wealth
California
$245K -$3.59K -1,087 -2%
TFA
189
Tranquilli Financial Advisor
New Jersey
$240K +$46.6K +14,097 +29%
WSFS
190
Wilmington Savings Fund Society
Delaware
$237K -$71.3K -21,547 -26%
PWM
191
Perigon Wealth Management
California
$235K +$8.65K +2,617 +4%
FCG
192
Fielder Capital Group
Tennessee
$233K
M&T Bank
193
M&T Bank
New York
$229K +$15.1K +4,560 +8%
AG
194
Ascent Group
Virginia
$226K +$31.8K +9,626 +19%
AGC
195
Aspen Grove Capital
Colorado
$225K -$28K -8,473 -13%
SF
196
Synovus Financial
Georgia
$225K
HWM
197
HB Wealth Management
Georgia
$224K +$66.7K +20,162 +52%
Wealth Enhancement Advisory Services
198
Wealth Enhancement Advisory Services
Minnesota
$223K -$221K -66,780 -53%
AWM
199
Axxcess Wealth Management
California
$223K +$4.37K +1,322 +2%
TPCW
200
TD Private Client Wealth
New York
$222K +$130K +39,302 +208%