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Lloyds Banking Group

Name Holding Trade Value Shares
Change
Change in
Stake
PP
201
Pacifica Partners
Canada
$27K – – –
PWM
202
Perigon Wealth Management
California
$27K +$875 +357 +3%
OWA
203
Octavia Wealth Advisors
Ohio
$27K +$25.7K +10,481 New
BJL
204
Brighton Jones LLC
Washington
$27K +$27.2K +11,085 New
AWA
205
Aaron Wealth Advisors
Illinois
$26K -$21.1K -8,613 -45%
HI
206
Harbour Investments
Wisconsin
$26K -$394 -161 -1%
CA
207
Claro Advisors
Massachusetts
$26K +$152 +62 +0.6%
AP
208
Adero Partners
California
$26K +$26.4K +10,760 New
AAS
209
Avantax Advisory Services
Texas
$26K +$26.4K +10,775 New
PGFC
210
Peapack-Gladstone Financial Corp
New Jersey
$25K – – –
MGIA
211
Moneta Group Investment Advisors
Missouri
$25K +$20 +8 +0.1%
TCWA
212
Ten Capital Wealth Advisors
Washington
$24K – – –
DOA
213
D'Orazio & Associates
Virginia
$21K – – –
CWP
214
Concord Wealth Partners
Virginia
$19K -$1.03K -420 -5%
FHA
215
First Horizon Advisors
Tennessee
$18K +$17.8K +7,271 +1,224%
WWM
216
Wolff Wiese Magana
California
$17K +$6.62K +2,703 +63%
HCP
217
Hexagon Capital Partners
Arkansas
$14K – – –
FMP
218
Financial Management Professionals
Texas
$14K +$13.7K +5,588 New
CTC
219
Central Trust Company
Missouri
$11K – – –
GWS
220
Glassman Wealth Services
Virginia
$10K +$1.61K +658 +20%
Koshinski Asset Management
221
Koshinski Asset Management
Illinois
$9.62K +$9.62K +3,927 New
Bessemer Group
222
Bessemer Group
New Jersey
$9K – – –
AF
223
Advisornet Financial
Minnesota
$8K – – –
SPIA
224
Steward Partners Investment Advisory
New York
$7K -$3.98K -1,625 -36%
First Manhattan
225
First Manhattan
New York
$7K +$1.64K +671 +28%