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Lloyds Banking Group

Name Holding Trade Value Shares
Change
Change in
Stake
WFI
201
West Family Investments
California
$40K +$8.71K +4,197 +23%
IAIM
202
International Assets Investment Management
Florida
$39K +$2.34K +1,127 +5%
KPWS
203
Kestra Private Wealth Services
Texas
$38K +$21.8K +10,518 +99%
FDCDDQ
204
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.2K – – –
PCC
205
Park Circle Company
Maryland
$36K – – –
SI
206
Stephens Inc
Arkansas
$36K – – –
PWM
207
Perigon Wealth Management
California
$36K +$89 +43 +0.2%
MSA
208
Marino Stram & Associates
Massachusetts
$35K +$41.2K +19,825 New
AA
209
Addison Advisors
Vermont
$34K +$22.6K +10,863 +130%
EHAM
210
Eagle Harbor Asset Management
Washington
$33.1K – – –
CGL
211
Clarius Group LLC
Washington
$33K -$122 -59 -0.3%
CA
212
Claro Advisors
Massachusetts
$33K – – –
WA
213
Wealthstream Advisors
New York
$33K +$38.1K +18,334 New
CW
214
CreativeOne Wealth
Kansas
$31K -$5.06K -2,439 -12%
CIAS
215
Capital Investment Advisory Services
North Carolina
$31K – – –
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$30K -$16.9K -8,163 -33%
AAM
217
Auxier Asset Management
Oregon
$30K – – –
FAFN
218
First Affirmative Financial Network
Colorado
$30K +$930 +448 +3%
PGFC
219
Peapack-Gladstone Financial Corp
New Jersey
$29K – – –
CC
220
Centiva Capital
New York
$29K +$33.3K +16,038 New
IA
221
IFG Advisory
Georgia
$28K – – –
FNWM
222
Financial Network Wealth Management
Utah
$27K – – –
National Bank of Canada
223
National Bank of Canada
Quebec, Canada
$27K – – –
CC
224
Copperleaf Capital
North Carolina
$27K +$1.17K +563 +4%
PMG
225
ProVise Management Group
Florida
$27K +$2.44K +1,176 +8%