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Lloyds Banking Group
LYG

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
201
Scotia Capital
Ontario, Canada
$134K +$39.4K +14,677 +43%
VFA
202
Valeo Financial Advisors
Indiana
$134K +$4.93K +1,838 +4%
CCA
203
Checchi Capital Advisers
California
$128K +$7.46K +2,783 +6%
CWM
204
CarsonAllaria Wealth Management
Illinois
$126K -$23.5K -8,776 -16%
AWS
205
Atria Wealth Solutions
New York
$126K +$87.3K +32,566 +241%
OL
206
Optas LLC
Texas
$125K -$7.2K -2,684 -6%
LFA
207
Legacy Financial Advisors
Kentucky
$125K -$4.59K -1,713 -4%
CA
208
Claro Advisors
Massachusetts
$122K -$16.7K -6,224 -12%
CGL
209
Clarius Group LLC
Washington
$120K – – –
VF
210
Virtu Financial
New York
$119K -$2.28M -851,801 -95%
CW
211
CreativeOne Wealth
Kansas
$119K -$9.82K -3,663 -8%
DCM
212
Decatur Capital Management
Georgia
$118K +$116K +43,232 New
IWA
213
Icon Wealth Advisors
Texas
$118K +$104K +38,788 New
BCM
214
Brookstone Capital Management
Illinois
$115K -$1.86K -695 -2%
CH
215
Cromwell Holdings
Wyoming
$114K +$112K +41,924 New
PWG
216
Portside Wealth Group
Utah
$113K +$111K +41,291 New
SAM
217
Smartleaf Asset Management
Massachusetts
$112K +$16.8K +6,251 +19%
SC
218
Savant Capital
Illinois
$110K +$16.5K +6,169 +18%
PCIA
219
Prime Capital Investment Advisors
Kansas
$108K +$3.84K +1,430 +4%
CG
220
CFO4Life Group
Texas
$108K +$3.22K +1,200 +3%
DWM
221
Drive Wealth Management
Utah
$108K +$5.03K +1,875 +5%
SRC
222
Sage Rhino Capital
California
$108K +$4.05K +1,512 +4%
AWM
223
Axxcess Wealth Management
California
$107K +$52K +19,400 +98%
PA
224
Parallel Advisors
California
$106K -$2.43K -907 -2%
WA
225
Wealthstream Advisors
New York
$106K +$6.29K +2,344 +6%
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