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Lloyds Banking Group
LYG

Name Holding Trade Value Shares
Change 		Change in
Stake
WRPWM
201
Werba Rubin Papier Wealth Management
California
$69.3K +$1.42K +618 +2%
EGM
202
Engineers Gate Manager
New York
$68.6K +$71.5K +31,195 New
USCWA
203
U.S. Capital Wealth Advisors
Texas
$66K – – –
BTI
204
Blue Trust Inc
Georgia
$65K -$149K -64,958 -70%
FOA
205
Five Oceans Advisors
California
$64K – – –
WA
206
Wealthstream Advisors
New York
$62.8K +$12K +5,230 +22%
LC
207
Lindbrook Capital
California
$62.6K -$8.23K -3,588 -11%
TFA
208
Tranquilli Financial Advisor
New Jersey
$61.7K +$5.03K +2,192 +8%
BFG
209
Bleakley Financial Group
New Jersey
$61.4K +$1.49K +650 +2%
SS
210
Simplicity Solutions
Minnesota
$61.4K +$1.49K +650 +2%
AA
211
Addison Advisors
Vermont
$61.2K +$782 +341 +1%
KP
212
Keel Point
Alabama
$61.1K +$7.4K +3,227 +13%
OKSA
213
O'Keefe Stevens Advisory
New York
$60.7K +$26.1K +11,388 +70%
AIM
214
Aigen Investment Management
New York
$60.7K +$63.3K +27,591 New
PP
215
PDS Planning
Ohio
$59.3K -$7.78K -3,394 -11%
PA
216
Parallel Advisors
California
$59.2K +$12.1K +5,264 +24%
CA
217
Crumly & Associates
Illinois
$57.9K +$60.3K +26,306 New
PCS
218
Personal CFO Solutions
New Jersey
$57.2K – – –
PWM
219
Perigon Wealth Management
California
$57.2K +$8.51K +3,712 +17%
CC
220
Copperleaf Capital
North Carolina
$56.3K +$18.3K +7,965 +45%
AWA
221
Arkadios Wealth Advisors
Georgia
$56.2K +$3.78K +1,650 +7%
BCG
222
Breakwater Capital Group
New Jersey
$56K – – –
CT
223
Colonial Trust
South Carolina
$55K – – –
OWA
224
Octavia Wealth Advisors
Ohio
$54.4K – – –
MSA
225
Marino Stram & Associates
Massachusetts
$53.9K – – –
7 8
9
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