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Lloyds Banking Group
LYG

Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
201
Beacon Pointe Advisors
California
$66.6K +$11.3K +4,652 +19%
DWM
202
Drive Wealth Management
Utah
$66K -$874 -361 -1%
AA
203
Addison Advisors
Vermont
$63.8K +$4.7K +1,941 +8%
BFG
204
Bleakley Financial Group
New Jersey
$63.2K +$3.54K +1,465 +6%
SS
205
Simplicity Solutions
Minnesota
$63.2K +$26K +10,728 +65%
MNBTD
206
Moody National Bank Trust Division
Texas
$62.9K -$257 -106 -0.4%
PCS
207
Personal CFO Solutions
New Jersey
$60.4K -$11K -4,550 -15%
GCP
208
GSA Capital Partners
United Kingdom
$60K +$62.5K +25,817 New
TFA
209
Tranquilli Financial Advisor
New Jersey
$60K -$3.28K -1,357 -5%
BCG
210
Breakwater Capital Group
New Jersey
$59.1K +$4.38K +1,809 +8%
RCAG
211
Rehmann Capital Advisory Group
Michigan
$58.9K +$237 +98 +0.4%
LNC
212
Lincoln National Corp
Pennsylvania
$58.1K -$12.5K -5,179 -17%
CT
213
Colonial Trust
South Carolina
$58K – – –
SMA
214
Sage Mountain Advisors
Georgia
$57.7K +$60.2K +24,861 New
OWA
215
Octavia Wealth Advisors
Ohio
$57.3K – – –
KP
216
Keel Point
Alabama
$57K +$1.19K +490 +2%
MSA
217
Marino Stram & Associates
Massachusetts
$56.8K +$11.3K +4,678 +24%
AWA
218
Arkadios Wealth Advisors
Georgia
$55.5K -$11.4K -4,713 -16%
SI
219
Stephens Inc
Arkansas
$54.6K +$57K +23,550 New
WA
220
Wealthstream Advisors
New York
$54.1K +$3.43K +1,417 +6%
PWM
221
Perigon Wealth Management
California
$51.7K +$4.86K +2,007 +10%
WTC
222
WhitTier Trust Company
Nevada
$51.6K – – –
P
223
Pitcairn
Pennsylvania
$51.2K +$23.8K +9,848 +81%
PGFC
224
Peapack-Gladstone Financial Corp
New Jersey
$51K – – –
PA
225
Parallel Advisors
California
$50.3K +$8.18K +3,378 +18%
7 8
9
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