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Lloyds Banking Group

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
201
International Assets Investment Management
Florida
$39K +$2.34K +1,127 +5%
KPWS
202
Kestra Private Wealth Services
Texas
$38K +$21.8K +10,518 +99%
FDCDDQ
203
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.2K
PCC
204
Park Circle Company
Maryland
$36K
SI
205
Stephens Inc
Arkansas
$36K
PWM
206
Perigon Wealth Management
California
$36K +$89 +43 +0.2%
MSA
207
Marino Stram & Associates
Massachusetts
$35K +$41.2K +19,825 New
AA
208
Addison Advisors
Vermont
$34K +$22.6K +10,863 +130%
EHAM
209
Eagle Harbor Asset Management
Washington
$33.1K
CGL
210
Clarius Group LLC
Washington
$33K -$122 -59 -0.3%
CA
211
Claro Advisors
Massachusetts
$33K
WA
212
Wealthstream Advisors
New York
$33K +$38.1K +18,334 New
CW
213
CreativeOne Wealth
Kansas
$31K -$5.06K -2,439 -12%
CIAS
214
Capital Investment Advisory Services
North Carolina
$31K
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$30K -$16.9K -8,163 -33%
AAM
216
Auxier Asset Management
Oregon
$30K
FAFN
217
First Affirmative Financial Network
Colorado
$30K +$930 +448 +3%
PGFC
218
Peapack-Gladstone Financial Corp
New Jersey
$29K
CC
219
Centiva Capital
New York
$29K +$33.3K +16,038 New
IA
220
IFG Advisory
Georgia
$28K
FNWM
221
Financial Network Wealth Management
Utah
$27K
National Bank of Canada
222
National Bank of Canada
Quebec, Canada
$27K
CC
223
Copperleaf Capital
North Carolina
$27K +$1.17K +563 +4%
PMG
224
ProVise Management Group
Florida
$27K +$2.44K +1,176 +8%
GT
225
Greenleaf Trust
Michigan
$27K +$2.73K +1,315 +10%