HoldingsChannel.com
Funds Holding LMBS

On this page, we present all of the funds holding LMBS from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding LMBS, with a link to that fund's top holdings. The next columns indicate the amount of LMBS stock held by each of the funds holding LMBS, followed by the LMBS position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 369 funds holding LMBS within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding LMBS), click the fund name in the "Holder" column of the funds-holding-LMBS table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley12,278,558$593,300 12/31/2023
     LMBS12,278,558$593,300 12/31/2023
LPL Financial LLC6,045,937$292,140 12/31/2023
     LMBS6,045,937$292,140 12/31/2023
Wells Fargo & Company MN4,406,887$212,941 12/31/2023
     LMBS4,406,887$212,941 12/31/2023
UBS Group AG3,498,247$169,035 12/31/2023
     LMBS3,498,247$169,035 12/31/2023
Royal Bank of Canada2,361,568$114,110 12/31/2023
     LMBS2,361,568$114,110 12/31/2023
Raymond James Financial Services Advisors Inc.2,000,720$96,535 03/31/2024
     LMBS2,000,720$96,535 03/31/2024
Bank of America Corp DE1,523,414$73,611 12/31/2023
     LMBS1,523,414$73,611 12/31/2023
Envestnet Asset Management Inc.1,389,185$67,125 12/31/2023
     LMBS1,389,185$67,125 12/31/2023
Global Assets Advisory LLC1,290,892$62,286 03/31/2024
     LMBS1,290,892$62,286 03/31/2024
First Trust Advisors LP1,094,917$52,906 12/31/2023
     LMBS1,094,917$52,906 12/31/2023
Advisor Group Holdings Inc.1,019,217$49,258 12/31/2023
     LMBS1,019,217$49,258 12/31/2023
Stifel Financial Corp1,000,186$48,329 12/31/2023
     LMBS1,000,186$48,329 12/31/2023
Berger Financial Group Inc826,865$39,896 03/31/2024
     LMBS826,865$39,896 03/31/2024
Raymond James & Associates753,726$36,367 03/31/2024
     LMBS753,726$36,367 03/31/2024
Csenge Advisory Group638,118$30,834 12/31/2023
     LMBS638,118$30,834 12/31/2023
Commonwealth Equity Services LLC562,725$27,191 12/31/2023
     LMBS562,725$27,191 12/31/2023
American Financial Advisors LLC536,879$25,904 03/31/2024
     LMBS536,879$25,904 03/31/2024
Concurrent Investment Advisors LLC512,284$24,754 12/31/2023
     LMBS512,284$24,754 12/31/2023
Trilogy Capital Inc.471,010$22,726 03/31/2024
     LMBS471,010$22,726 03/31/2024
Petix & Botte Co462,110$22,329 12/31/2023
     LMBS462,110$22,329 12/31/2023
Cambridge Investment Research Advisors Inc.462,101$22,296 03/31/2024
     LMBS462,101$22,296 03/31/2024
Stephens Inc. AR411,375$19,878 12/31/2023
     LMBS411,375$19,878 12/31/2023
Northwestern Mutual Wealth Management Co.410,815$19,850 12/31/2023
     LMBS410,815$19,850 12/31/2023
HighTower Advisors LLC395,489$19,092 12/31/2023
     LMBS395,489$19,092 12/31/2023
Searcy Financial Services Inc. ADV379,817$18,326 03/31/2024
     LMBS379,817$18,326 03/31/2024
Cetera Investment Advisers372,861$18,017 12/31/2023
     LMBS372,861$18,017 12/31/2023
Cetera Advisor Networks LLC361,383$17,462 12/31/2023
     LMBS361,383$17,462 12/31/2023
Baird Financial Group Inc.357,284$17,264 12/31/2023
     LMBS357,284$17,264 12/31/2023
Obermeyer Wood Investment Counsel Lllp326,471$15,775 12/31/2023
     LMBS326,471$15,775 12/31/2023
AE Wealth Management LLC309,458$14,897 12/31/2023
     LMBS309,458$14,897 12/31/2023
TL Private Wealth304,795$14,639 03/31/2024
     LMBS304,795$14,639 03/31/2024
Renaissance Technologies LLC302,669$14,625 12/31/2023
     LMBS302,669$14,625 12/31/2023
TD Capital Management LLC301,297$14,559 12/31/2023
     LMBS301,297$14,559 12/31/2023
Private Advisor Group LLC298,208$14,409 12/31/2023
     LMBS298,208$14,409 12/31/2023
Truist Financial Corp294,483$14,229 12/31/2023
     LMBS294,483$14,229 12/31/2023
ERn Financial LLC290,236$14,004 03/31/2024
     LMBS290,236$14,004 03/31/2024
Inspirion Wealth Advisors LLC272,811$13,163 03/31/2024
     LMBS272,811$13,163 03/31/2024
Financial Planning & Information Services Inc.271,201$13,104 12/31/2023
     LMBS271,201$13,104 12/31/2023
Kestra Advisory Services LLC268,870$12,992 12/31/2023
     LMBS268,870$12,992 12/31/2023
Clifford Swan Investment Counsel LLC256,309$12,367 03/31/2024
     LMBS256,309$12,367 03/31/2024
Weitzel Financial Services Inc.256,075$12,302 03/31/2024
     LMBS256,075$12,302 03/31/2024
Kestra Private Wealth Services LLC253,571$12,253 12/31/2023
     LMBS253,571$12,253 12/31/2023
TAP Consulting LLC252,099$12,164 03/31/2024
     LMBS252,099$12,164 03/31/2024
Personal Resources Investment & Strategic Management Inc.251,667$12,143 03/31/2024
     LMBS251,667$12,143 03/31/2024
Darwin Advisors LLC238,786$11,538 12/31/2023
     LMBS238,786$11,538 12/31/2023
Stratos Wealth Advisors LLC239,027$11,533 03/31/2024
     LMBS239,027$11,533 03/31/2024
IFP Advisors Inc235,234$11,367 12/31/2023
     LMBS235,234$11,367 12/31/2023
RiverTree Advisors LLC232,924$11,239 03/31/2024
     LMBS232,924$11,239 03/31/2024
Condor Capital Management232,064$11,213 12/31/2023
     LMBS232,064$11,213 12/31/2023
Janney Montgomery Scott LLC231,771$11,199 12/31/2023
     LMBS231,771$11,199 12/31/2023
Financial Enhancement Group LLC232,820$11,129 03/31/2024
     LMBS232,820$11,129 03/31/2024
Sweet Financial Partners LLC226,722$10,939 03/31/2024
     LMBS226,722$10,939 03/31/2024
Aaron Wealth Advisors216,968$10,469 03/31/2024
     LMBS216,968$10,469 03/31/2024
Cerity Partners LLC213,928$10,337 12/31/2023
     LMBS213,928$10,337 12/31/2023
EWG Elevate Inc.209,050$10,087 03/31/2024
     LMBS209,050$10,087 03/31/2024
Kingsview Wealth Management LLC202,096$9,765 12/31/2023
     LMBS202,096$9,765 12/31/2023
Avantax Advisory Services Inc.201,277$9,726 12/31/2023
     LMBS201,277$9,726 12/31/2023
Ameritas Advisory Services LLC198,520$9,590 12/31/2023
     LMBS198,520$9,590 12/31/2023
MML Investors Services LLC196,768$9,508 12/31/2023
     LMBS196,768$9,508 12/31/2023
Harbour Investments Inc.195,941$9,468 12/31/2023
     LMBS195,941$9,468 12/31/2023
Miracle Mile Advisors LLC189,058$9,122 03/31/2024
     LMBS189,058$9,122 03/31/2024
Prospera Financial Services Inc187,257$9,048 12/31/2023
     LMBS187,257$9,048 12/31/2023
Envestnet Portfolio Solutions Inc.182,404$8,814 12/31/2023
     LMBS182,404$8,814 12/31/2023
TBH Global Asset Management LLC179,015$8,650 12/31/2023
     LMBS179,015$8,650 12/31/2023
Atwood & Palmer Inc.175,740$8,479 03/31/2024
     LMBS175,740$8,479 03/31/2024
Walkner Condon Financial Advisors LLC174,907$8,439 03/31/2024
     LMBS174,907$8,439 03/31/2024
PFS Partners LLC167,219$8,068 03/31/2024
     LMBS167,219$8,068 03/31/2024
Comerica Bank160,405$7,751 12/31/2023
     LMBS160,405$7,751 12/31/2023
Atlas Private Wealth Management159,628$7,702 03/31/2024
     LMBS159,628$7,702 03/31/2024
Stratos Wealth Partners LTD.148,068$7,144 03/31/2024
     LMBS148,068$7,144 03/31/2024
Financial Advocates Investment Management146,844$7,100 12/31/2023
     LMBS146,844$7,100 12/31/2023
Friedenthal Financial141,443$6,825 03/31/2024
     LMBS141,443$6,825 03/31/2024
Rockefeller Capital Management L.P.141,177$6,822 12/31/2023
     LMBS141,177$6,822 12/31/2023
SSI Investment Management LLC139,268$6,729 12/31/2023
     LMBS139,268$6,729 12/31/2023
LexAurum Advisors LLC138,883$6,701 03/31/2024
     LMBS138,883$6,701 03/31/2024
EdgeRock Capital LLC135,765$6,556 12/31/2023
     LMBS135,765$6,556 12/31/2023
GWM Advisors LLC135,085$6,524 12/31/2023
     LMBS135,085$6,524 12/31/2023
TCP Asset Management LLC127,951$6,174 03/31/2024
     LMBS127,951$6,174 03/31/2024
Atria Wealth Solutions Inc.125,909$6,084 12/31/2023
     LMBS125,909$6,084 12/31/2023
Ameritas Investment Partners Inc.117,809$5,693 12/31/2023
     LMBS117,809$5,693 12/31/2023
Lunt Capital Management Inc.116,702$5,631 03/31/2024
     LMBS116,702$5,631 03/31/2024
Manhattan West Asset Management LLC115,831$5,597 12/31/2023
     LMBS115,831$5,597 12/31/2023
Grove Bank & Trust114,407$5,528 12/31/2023
     LMBS114,407$5,528 12/31/2023
Independent Advisor Alliance113,962$5,507 12/31/2023
     LMBS113,962$5,507 12/31/2023
Clark Capital Management Group Inc.113,680$5,493 12/31/2023
     LMBS113,680$5,493 12/31/2023
D.A. Davidson & CO.113,300$5,475 12/31/2023
     LMBS113,300$5,475 12/31/2023
Snowden Capital Advisors LLC112,810$5,451 12/31/2023
     LMBS112,810$5,451 12/31/2023
Integrated Wealth Concepts LLC111,841$5,404 12/31/2023
     LMBS111,841$5,404 12/31/2023
Visionary Wealth Advisors106,994$5,170 12/31/2023
     LMBS106,994$5,170 12/31/2023
Assetmark Inc.103,613$5,007 12/31/2023
     LMBS103,613$5,007 12/31/2023
United Capital Financial Advisers LLC100,105$4,837 12/31/2023
     LMBS100,105$4,837 12/31/2023
Sigma Planning Corp94,625$4,572 12/31/2023
     LMBS94,625$4,572 12/31/2023
Clear Creek Financial Management LLC92,979$4,486 03/31/2024
     LMBS92,979$4,486 03/31/2024
Alpha Financial Advisors LLC92,542$4,472 12/31/2023
     LMBS92,542$4,472 12/31/2023
Citigroup Inc.90,433$4,370 12/31/2023
     LMBS90,433$4,370 12/31/2023
Midwest Financial Group LLC88,223$4,257 03/31/2024
     LMBS88,223$4,257 03/31/2024
Cetera Advisors LLC87,974$4,251 12/31/2023
     LMBS87,974$4,251 12/31/2023
Eqis Capital Management Inc.86,732$4,191 12/31/2023
     LMBS86,732$4,191 12/31/2023
Mach 1 Financial Group Inc.83,826$4,050 12/31/2023
     LMBS83,826$4,050 12/31/2023
Oppenheimer & Co. Inc.79,476$3,840 12/31/2023
     LMBS79,476$3,840 12/31/2023
SILVER OAK SECURITIES Inc79,161$3,825 12/31/2023
     LMBS79,161$3,825 12/31/2023
Migdal Insurance & Financial Holdings Ltd.78,350$3,786 12/31/2023
     LMBS78,350$3,786 12/31/2023
Flaharty Asset Management LLC75,509$3,649 12/31/2023
     LMBS75,509$3,649 12/31/2023
Benjamin F. Edwards & Company Inc.74,916$3,620 12/31/2023
     LMBS74,916$3,620 12/31/2023
Iams Wealth Management LLC74,981$3,602 03/31/2024
     LMBS74,981$3,602 03/31/2024
Dominguez Wealth Management Solutions Inc.65,471$3,159 03/31/2024
     LMBS65,471$3,159 03/31/2024
Kure Advisory LLC62,210$3,006 12/31/2023
     LMBS62,210$3,006 12/31/2023
Keystone Wealth Services LLC60,672$2,927 03/31/2024
     LMBS60,672$2,927 03/31/2024
Vivaldi Capital Management LLC60,035$2,883 12/31/2023
     LMBS60,035$2,883 12/31/2023
Boston Financial Mangement LLC58,757$2,839 12/31/2023
     LMBS58,757$2,839 12/31/2023
AIFG Consultants Ltd.57,642$2,785 12/31/2023
     LMBS57,642$2,785 12/31/2023
Prime Capital Investment Advisors LLC56,828$2,746 12/31/2023
     LMBS56,828$2,746 12/31/2023
Foundations Investment Advisors LLC55,705$2,698 12/31/2023
     LMBS55,705$2,698 12/31/2023
NewEdge Wealth LLC55,615$2,687 12/31/2023
     LMBS55,615$2,687 12/31/2023
Regal Investment Advisors LLC55,275$2,671 12/31/2023
     LMBS55,275$2,671 12/31/2023
DAVENPORT & Co LLC54,526$2,635 12/31/2023
     LMBS54,526$2,635 12/31/2023
Mainsail Financial Group LLC53,604$2,586 03/31/2024
     LMBS53,604$2,586 03/31/2024
Cottonwood Capital Advisors LLC53,456$2,551 03/31/2024
     LMBS53,456$2,551 03/31/2024
Bank of New York Mellon Corp52,676$2,542 03/31/2024
     LMBS52,676$2,542 03/31/2024
JPMorgan Chase & Co.52,498$2,537 12/31/2023
     LMBS52,498$2,537 12/31/2023
Good Life Advisors LLC52,185$2,522 12/31/2023
     LMBS52,185$2,522 12/31/2023
Virtue Capital Management LLC51,702$2,494 12/31/2023
     LMBS51,702$2,494 12/31/2023
Wedbush Securities Inc.50,469$2,439 12/31/2023
     LMBS50,469$2,439 12/31/2023
Arete Wealth Advisors LLC50,344$2,433 12/31/2023
     LMBS50,344$2,433 12/31/2023
StoneX Group Inc.50,132$2,424 12/31/2023
     LMBS50,132$2,424 12/31/2023
RWM Asset Management LLC49,631$2,395 03/31/2024
     LMBS49,631$2,395 03/31/2024
Centennial Wealth Advisory LLC48,410$2,336 03/31/2024
     LMBS48,410$2,336 03/31/2024
Elevated Capital Advisors LLC48,240$2,328 03/31/2024
     LMBS48,240$2,328 03/31/2024
Park Avenue Securities LLC46,420$2,240 03/31/2024
     LMBS46,420$2,240 03/31/2024
Wayfinding Financial LLC45,784$2,212 12/31/2023
     LMBS45,784$2,212 12/31/2023
First Hawaiian Bank45,435$2,192 03/31/2024
     LMBS45,435$2,192 03/31/2024
Mariner LLC44,772$2,163 12/31/2023
     LMBS44,772$2,163 12/31/2023
Cypress Capital Group44,597$2,155 12/31/2023
     LMBS44,597$2,155 12/31/2023
Advisory Services Network LLC44,458$2,148 12/31/2023
     LMBS44,458$2,148 12/31/2023
James J. Burns & Company LLC44,186$2,125 03/31/2024
     LMBS44,186$2,125 03/31/2024
SignalPoint Asset Management LLC43,347$2,091 03/31/2024
     LMBS43,347$2,091 03/31/2024
Atria Investments LLC43,142$2,085 12/31/2023
     LMBS43,142$2,085 12/31/2023
BlueChip Wealth Advisors LLC41,668$2,013 12/31/2023
     LMBS41,668$2,013 12/31/2023
Mutual Advisors LLC41,055$1,984 12/31/2023
     LMBS41,055$1,984 12/31/2023
Beacon Financial Group40,437$1,954 12/31/2023
     LMBS40,437$1,954 12/31/2023
Pine Valley Investments Ltd Liability Co40,366$1,950 12/31/2023
     LMBS40,366$1,950 12/31/2023
City Holding Co.40,070$1,933 03/31/2024
     LMBS40,070$1,933 03/31/2024
Wealthcare Advisory Partners LLC39,430$1,903 03/31/2024
     LMBS39,430$1,903 03/31/2024
Capital Analysts LLC39,007$1,885 12/31/2023
     LMBS39,007$1,885 12/31/2023
Cornell Pochily Investment Advisors Inc.38,370$1,851 03/31/2024
     LMBS38,370$1,851 03/31/2024
Ashton Thomas Private Wealth LLC38,262$1,846 03/31/2024
     LMBS38,262$1,846 03/31/2024
Imprint Wealth LLC37,788$1,826 12/31/2023
     LMBS37,788$1,826 12/31/2023
FSB Premier Wealth Management Inc.37,767$1,825 12/31/2023
     LMBS37,767$1,825 12/31/2023
SRS Capital Advisors Inc.36,951$1,785 12/31/2023
     LMBS36,951$1,785 12/31/2023
Treynor Bancshares Inc.36,281$1,753 12/31/2023
     LMBS36,281$1,753 12/31/2023
Householder Group Estate & Retirement Specialist LLC35,716$1,725 12/31/2023
     LMBS35,716$1,725 12/31/2023
BNP Paribas Arbitrage SA34,078$1,647 12/31/2023
     LMBS34,078$1,647 12/31/2023
Ifrah Financial Services Inc.32,686$1,579 12/31/2023
     LMBS32,686$1,579 12/31/2023
Traction Financial Partners LLC31,646$1,529 12/31/2023
     LMBS31,646$1,529 12/31/2023
KMG Fiduciary Partners LLC31,478$1,519 03/31/2024
     LMBS31,478$1,519 03/31/2024
Principal Securities Inc.30,998$1,498 12/31/2023
     LMBS30,998$1,498 12/31/2023
Bigelow Investment Advisors LLC30,928$1,494 12/31/2023
     LMBS30,928$1,494 12/31/2023
BlueCrest Capital Management Ltd30,659$1,481 12/31/2023
     LMBS30,659$1,481 12/31/2023
Commonwealth Financial Services LLC29,985$1,449 12/31/2023
     LMBS29,985$1,449 12/31/2023
VitalStone Financial LLC29,437$1,422 12/31/2023
     LMBS29,437$1,422 12/31/2023
Endowment Wealth Management Inc.29,005$1,402 12/31/2023
     LMBS29,005$1,402 12/31/2023
National Wealth Management Group LLC28,993$1,401 12/31/2023
     LMBS28,993$1,401 12/31/2023
Integrated Advisors Network LLC28,114$1,358 12/31/2023
     LMBS28,114$1,358 12/31/2023
Chicago Partners Investment Group LLC28,438$1,356 03/31/2024
     LMBS28,438$1,356 03/31/2024
Nations Financial Group Inc. IA ADV27,987$1,350 03/31/2024
     LMBS27,987$1,350 03/31/2024
CoreCap Advisors LLC27,874$1,347 12/31/2023
     LMBS27,874$1,347 12/31/2023
Laidlaw Wealth Management LLC27,716$1,339 12/31/2023
     LMBS27,716$1,339 12/31/2023
Allworth Financial LP27,154$1,310 03/31/2024
     LMBS27,154$1,310 03/31/2024
Creative Planning26,951$1,302 12/31/2023
     LMBS26,951$1,302 12/31/2023
Perennial Investment Advisors LLC26,639$1,287 12/31/2023
     LMBS26,639$1,287 12/31/2023
Barrett & Company Inc.26,039$1,256 03/31/2024
     LMBS26,039$1,256 03/31/2024
Cedrus LLC25,367$1,224 03/31/2024
     LMBS25,367$1,224 03/31/2024
Steward Partners Investment Advisory LLC24,525$1,185 12/31/2023
     LMBS24,525$1,185 12/31/2023
Patten Group Inc.24,235$1,169 03/31/2024
     LMBS24,235$1,169 03/31/2024
Orion Portfolio Solutions LLC24,264$1,168 12/31/2023
     LMBS24,264$1,168 12/31/2023
Wealth Enhancement Advisory Services LLC23,692$1,143 03/31/2024
     LMBS23,692$1,143 03/31/2024
Private Trust Co. NA23,224$1,121 03/31/2024
     LMBS23,224$1,121 03/31/2024
CWM LLC22,535$1,087 03/31/2024
     LMBS22,535$1,087 03/31/2024
International Assets Investment Management LLC22,617$1,087 03/31/2024
     LMBS22,617$1,087 03/31/2024
Brookstone Capital Management21,887$1,056 03/31/2024
     LMBS21,887$1,056 03/31/2024
Mattern Wealth Management LLC21,823$1,054 12/31/2023
     LMBS21,823$1,054 12/31/2023
Triumph Capital Management21,851$1,050 03/31/2024
     LMBS21,851$1,050 03/31/2024
Richard W. Paul & Associates LLC21,687$1,048 12/31/2023
     LMBS21,687$1,048 12/31/2023
Wealth Effects LLC21,432$1,034 03/31/2024
     LMBS21,432$1,034 03/31/2024
US Bancorp DE21,378$1,033 12/31/2023
     LMBS21,378$1,033 12/31/2023
Prudential Financial Inc.21,241$1,026 12/31/2023
     LMBS21,241$1,026 12/31/2023
Concentrum Wealth Management20,699$1,000 12/31/2023
     LMBS20,699$1,000 12/31/2023
Moneywise Inc.20,329$981 03/31/2024
     LMBS20,329$981 03/31/2024
Lloyd Advisory Services LLC.20,273$978 03/31/2024
     LMBS20,273$978 03/31/2024
Beacon Pointe Advisors LLC19,610$948 12/31/2023
     LMBS19,610$948 12/31/2023
First Horizon Advisors Inc.19,542$943 03/31/2024
     LMBS19,542$943 03/31/2024
NBC Securities Inc.19,450$938 03/31/2024
     LMBS19,450$938 03/31/2024
Harvest Investment Services LLC19,209$928 12/31/2023
     LMBS19,209$928 12/31/2023
Gateway Wealth Partners LLC19,117$924 12/31/2023
     LMBS19,117$924 12/31/2023
Mercer Global Advisors Inc. ADV19,045$920 12/31/2023
     LMBS19,045$920 12/31/2023
Abbot Financial Management Inc.18,937$915 12/31/2023
     LMBS18,937$915 12/31/2023
Narwhal Capital Management18,906$912 03/31/2024
     LMBS18,906$912 03/31/2024
Columbia Advisory Partners LLC18,654$900 03/31/2024
     LMBS18,654$900 03/31/2024
JPL Wealth Management LLC18,251$882 12/31/2023
     LMBS18,251$882 12/31/2023
National Asset Management Inc.18,221$880 12/31/2023
     LMBS18,221$880 12/31/2023
Retirement Income Solutions Inc17,921$866 12/31/2023
     LMBS17,921$866 12/31/2023
626 Financial LLC17,713$855 03/31/2024
     LMBS17,713$855 03/31/2024
Bellevue Asset Management LLC17,606$849 03/31/2024
     LMBS17,606$849 03/31/2024
Continuum Advisory LLC17,439$843 12/31/2023
     LMBS17,439$843 12/31/2023
Apollon Wealth Management LLC17,162$829 12/31/2023
     LMBS17,162$829 12/31/2023
Towerpoint Wealth LLC17,106$825 03/31/2024
     LMBS17,106$825 03/31/2024
Stockman Wealth Management Inc.16,906$816 03/31/2024
     LMBS16,906$816 03/31/2024
Vishria Bird Financial Group LLC16,809$811 03/31/2024
     LMBS16,809$811 03/31/2024
J.W. Cole Advisors Inc.16,355$790 12/31/2023
     LMBS16,355$790 12/31/2023
Gladstone Institutional Advisory LLC16,334$789 12/31/2023
     LMBS16,334$789 12/31/2023
Ausdal Financial Partners Inc.15,911$768 03/31/2024
     LMBS15,911$768 03/31/2024
Global Retirement Partners LLC15,789$762 03/31/2024
     LMBS15,789$762 03/31/2024
Holistic Financial Partners15,704$759 12/31/2023
     LMBS15,704$759 12/31/2023
Redhawk Wealth Advisors Inc.15,684$758 12/31/2023
     LMBS15,684$758 12/31/2023
Coppell Advisory Solutions LLC15,629$755 12/31/2023
     LMBS15,629$755 12/31/2023
Ballew Advisors Inc15,793$754 03/31/2024
     LMBS15,793$754 03/31/2024
Axxcess Wealth Management LLC15,549$751 12/31/2023
     LMBS15,549$751 12/31/2023
Western Wealth Management LLC15,531$750 12/31/2023
     LMBS15,531$750 12/31/2023
RFG Advisory LLC15,412$744 03/31/2024
     LMBS15,412$744 03/31/2024
Maia Wealth LLC15,353$742 12/31/2023
     LMBS15,353$742 12/31/2023
Equitable Holdings Inc.15,345$741 12/31/2023
     LMBS15,345$741 12/31/2023
IFG Advisory LLC15,021$726 12/31/2023
     LMBS15,021$726 12/31/2023
IHT Wealth Management LLC14,983$724 12/31/2023
     LMBS14,983$724 12/31/2023
Wintrust Investments LLC14,376$695 12/31/2023
     LMBS14,376$695 12/31/2023
Focus Financial Network Inc. ADV13,695$662 12/31/2023
     LMBS13,695$662 12/31/2023
Colonial River Wealth Management LLC13,646$659 12/31/2023
     LMBS13,646$659 12/31/2023
1776 Wealth LLC13,557$655 12/31/2023
     LMBS13,557$655 12/31/2023
Dynamic Advisor Solutions LLC13,466$650 03/31/2024
     LMBS13,466$650 03/31/2024
Dfpg Investments LLC13,408$647 12/31/2023
     LMBS13,408$647 12/31/2023
Sargent Investment Group LLC13,080$632 12/31/2023
     LMBS13,080$632 12/31/2023
Raymond James Trust N.A.13,050$630 03/31/2024
     LMBS13,050$630 03/31/2024
Strategic Blueprint LLC13,012$628 03/31/2024
     LMBS13,012$628 03/31/2024
Security Financial Services INC.12,841$620 03/31/2024
     LMBS12,841$620 03/31/2024
Level Four Advisory Services LLC12,580$608 12/31/2023
     LMBS12,580$608 12/31/2023
Focus Financial Network Inc.12,655$604 03/31/2024
     LMBS12,655$604 03/31/2024
Capital Market Strategies LLC12,395$598 03/31/2024
     LMBS12,395$598 03/31/2024
Edge Financial Advisors LLC12,259$591 03/31/2024
     LMBS12,259$591 03/31/2024
Fundamentun LLC11,931$576 03/31/2024
     LMBS11,931$576 03/31/2024
Valley Financial Group Inc.11,743$567 12/31/2023
     LMBS11,743$567 12/31/2023
Legacy Private Trust Co.11,647$562 03/31/2024
     LMBS11,647$562 03/31/2024
Proequities Inc.11,544$558 12/31/2023
     LMBS11,544$558 12/31/2023
Signal Advisors Wealth LLC11,265$544 03/31/2024
     LMBS11,265$544 03/31/2024
Tidemark LLC11,179$540 12/31/2023
     LMBS11,179$540 12/31/2023
O Connor Financial Group LLC11,112$536 03/31/2024
     LMBS11,112$536 03/31/2024
FARMERS & MERCHANTS TRUST Co OF LONG BEACH10,982$530 03/31/2024
     LMBS10,982$530 03/31/2024
Steward Partners Investment Solutions LLC10,972$530 12/31/2023
     LMBS10,972$530 12/31/2023
Arkadios Wealth Advisors10,917$527 12/31/2023
     LMBS10,917$527 12/31/2023
ICA Group Wealth Management LLC10,912$527 12/31/2023
     LMBS10,912$527 12/31/2023
Laraway Financial Inc10,762$520 12/31/2023
     LMBS10,762$520 12/31/2023
Belpointe Asset Management LLC10,683$516 12/31/2023
     LMBS10,683$516 12/31/2023
Morris Retirement Advisors LLC10,478$506 12/31/2023
     LMBS10,478$506 12/31/2023
Acorn Wealth Advisors LLC10,330$498 03/31/2024
     LMBS10,330$498 03/31/2024
Salomon & Ludwin LLC10,414$492 12/31/2023
     LMBS10,414$492 12/31/2023
Resources Investment Advisors LLC.9,713$469 12/31/2023
     LMBS9,713$469 12/31/2023
Capital Investment Advisory Services LLC9,694$468 03/31/2024
     LMBS9,694$468 03/31/2024
Tanager Wealth Management LLP9,419$455 12/31/2023
     LMBS9,419$455 12/31/2023
Clarus Wealth Advisors9,378$448 03/31/2024
     LMBS9,378$448 03/31/2024
Herold Advisors Inc.9,181$444 12/31/2023
     LMBS9,181$444 12/31/2023
Claro Advisors LLC8,943$432 03/31/2024
     LMBS8,943$432 03/31/2024
Rede Wealth LLC8,810$426 12/31/2023
     LMBS8,810$426 12/31/2023
NBT Bank N A NY8,809$425 03/31/2024
     LMBS8,809$425 03/31/2024
Connectus Wealth LLC8,776$424 12/31/2023
     LMBS8,776$424 12/31/2023
PFG Advisors8,677$419 12/31/2023
     LMBS8,677$419 12/31/2023
Family Legacy Inc.8,544$412 03/31/2024
     LMBS8,544$412 03/31/2024
Creative Financial Designs Inc. ADV8,447$408 12/31/2023
     LMBS8,447$408 12/31/2023
Core Wealth Partners LLC8,307$401 03/31/2024
     LMBS8,307$401 03/31/2024
Avestar Capital LLC8,282$400 12/31/2023
     LMBS8,282$400 12/31/2023
Wiley BROS. Aintree Capital LLC8,266$399 03/31/2024
     LMBS8,266$399 03/31/2024
HBK Sorce Advisory LLC8,105$392 12/31/2023
     LMBS8,105$392 12/31/2023
Capital CS Group LLC8,035$388 03/31/2024
     LMBS8,035$388 03/31/2024
Southland Equity Partners LLC8,004$386 03/31/2024
     LMBS8,004$386 03/31/2024
Lincoln National Corp7,989$386 12/31/2023
     LMBS7,989$386 12/31/2023
Cresset Asset Management LLC7,787$376 12/31/2023
     LMBS7,787$376 12/31/2023
Key Client Fiduciary Advisors LLC7,575$365 03/31/2024
     LMBS7,575$365 03/31/2024
Pinnacle Family Advisors LLC7,499$362 12/31/2023
     LMBS7,499$362 12/31/2023
Platform Technology Partners7,420$358 12/31/2023
     LMBS7,420$358 12/31/2023
Northwest Wealth Management LLC7,218$349 12/31/2023
     LMBS7,218$349 12/31/2023
West Michigan Advisors LLC7,113$344 12/31/2023
     LMBS7,113$344 12/31/2023
Insight Inv LLC7,100$343 12/31/2023
     LMBS7,100$343 12/31/2023
Quad Cities Investment Group LLC6,971$336 03/31/2024
     LMBS6,971$336 03/31/2024
Chiron Capital Management LLC6,757$326 12/31/2023
     LMBS6,757$326 12/31/2023
Cornerstone Wealth Management LLC6,492$313 03/31/2024
     LMBS6,492$313 03/31/2024
Patriot Financial Group Insurance Agency LLC6,473$313 12/31/2023
     LMBS6,473$313 12/31/2023
We Are One Seven LLC6,385$309 12/31/2023
     LMBS6,385$309 12/31/2023
Archer Investment Corp6,382$308 12/31/2023
     LMBS6,382$308 12/31/2023
Retirement Guys Formula LLC6,350$306 03/31/2024
     LMBS6,350$306 03/31/2024
Waterloo Capital L.P.6,314$305 12/31/2023
     LMBS6,314$305 12/31/2023
Nilsine Partners LLC6,215$300 03/31/2024
     LMBS6,215$300 03/31/2024
TrueWealth Advisors LLC6,146$297 03/31/2024
     LMBS6,146$297 03/31/2024
Tyler Stone Wealth Management6,147$297 12/31/2023
     LMBS6,147$297 12/31/2023
Robertson Stephens Wealth Management LLC6,048$292 12/31/2023
     LMBS6,048$292 12/31/2023
Telemus Capital LLC5,974$289 12/31/2023
     LMBS5,974$289 12/31/2023
Shaker Investments LLC OH5,916$285 03/31/2024
     LMBS5,916$285 03/31/2024
AlphaMark Advisors LLC5,792$279 03/31/2024
     LMBS5,792$279 03/31/2024
TFB Advisors LLC5,651$273 12/31/2023
     LMBS5,651$273 12/31/2023
KC Investment Advisors LLC5,533$267 12/31/2023
     LMBS5,533$267 12/31/2023
Concorde Asset Management LLC5,436$263 12/31/2023
     LMBS5,436$263 12/31/2023
Lion Street Advisors LLC5,430$262 03/31/2024
     LMBS5,430$262 03/31/2024
Essex LLC5,431$262 12/31/2023
     LMBS5,431$262 12/31/2023
GPS Wealth Strategies Group LLC5,357$259 12/31/2023
     LMBS5,357$259 12/31/2023
Cambridge Advisors Inc.5,261$254 03/31/2024
     LMBS5,261$254 03/31/2024
Kowal Investment Group LLC5,204$251 03/31/2024
     LMBS5,204$251 03/31/2024
Trueblood Wealth Management LLC5,191$250 03/31/2024
     LMBS5,191$250 03/31/2024
Peterson Financial Group Inc.5,107$246 03/31/2024
     LMBS5,107$246 03/31/2024
Arbor Capital Management Inc. ADV5,093$246 12/31/2023
     LMBS5,093$246 12/31/2023
Raab & Moskowitz Asset Management LLC5,048$244 12/31/2023
     LMBS5,048$244 12/31/2023
Castle Rock Wealth Management LLC5,058$244 12/31/2023
     LMBS5,058$244 12/31/2023
Cutter & CO Brokerage Inc.4,879$236 12/31/2023
     LMBS4,879$236 12/31/2023
Jaffetilchin Investment Partners LLC4,839$234 12/31/2023
     LMBS4,839$234 12/31/2023
Larson Financial Group LLC4,796$232 12/31/2023
     LMBS4,796$232 12/31/2023
EPG Wealth Management LLC4,819$231 12/31/2023
     LMBS4,819$231 12/31/2023
Sheets Smith Wealth Management4,700$227 12/31/2023
     LMBS4,700$227 12/31/2023
OneAscent Financial Services LLC4,620$223 03/31/2024
     LMBS4,620$223 03/31/2024
Sovereign Financial Group Inc.4,590$221 03/31/2024
     LMBS4,590$221 03/31/2024
Sawtooth Solutions LLC4,502$218 12/31/2023
     LMBS4,502$218 12/31/2023
Maripau Wealth Management LLC4,406$213 12/31/2023
     LMBS4,406$213 12/31/2023
Ascension Capital Advisors Inc.4,253$206 12/31/2023
     LMBS4,253$206 12/31/2023
Wealthsource Partners LLC4,181$202 12/31/2023
     LMBS4,181$202 12/31/2023
Benjamin Edwards Inc.3,719$180 12/31/2023
     LMBS3,719$180 12/31/2023
The PNC Financial Services Group Inc.3,486$168 12/31/2023
     LMBS3,486$168 12/31/2023
Beacon Capital Management LLC3,467$164 12/31/2023
     LMBS3,467$164 12/31/2023
MTM Investment Management LLC3,098$149 03/31/2024
     LMBS3,098$149 03/31/2024
Pinnacle Bank2,685$130 03/31/2024
     LMBS2,685$130 03/31/2024
Nelson Van Denburg & Campbell Wealth Management Group LLC2,507$121 12/31/2023
     LMBS2,507$121 12/31/2023
Raleigh Capital Management Inc.2,483$120 12/31/2023
     LMBS2,483$120 12/31/2023
FinTrust Capital Advisors LLC2,305$111 12/31/2023
     LMBS2,305$111 12/31/2023
Harbor Investment Advisory LLC2,261$109 03/31/2024
     LMBS2,261$109 03/31/2024
Optimum Investment Advisors1,900$92 03/31/2024
     LMBS1,900$92 03/31/2024
Plante Moran Financial Advisors LLC1,913$92 12/31/2023
     LMBS1,913$92 12/31/2023
Sunbelt Securities Inc.1,450$70 03/31/2024
     LMBS1,450$70 03/31/2024
DHJJ Financial Advisors Ltd.1,428$69 03/31/2024
     LMBS1,428$69 03/31/2024
Blair William & Co. IL1,401$68 12/31/2023
     LMBS1,401$68 12/31/2023
Wagner Wealth Management LLC1,235$60 03/31/2024
     LMBS1,235$60 03/31/2024
WASHINGTON TRUST Co1,199$58 03/31/2024
     LMBS1,199$58 03/31/2024
Coastal Investment Advisors Inc.1,136$55 03/31/2024
     LMBS1,136$55 03/31/2024
Tucker Asset Management LLC1,099$53 12/31/2023
     LMBS1,099$53 12/31/2023
Nordwand Advisors LLC1,078$52 12/31/2023
     LMBS1,078$52 12/31/2023
Aptus Capital Advisors LLC878$42 12/31/2023
     LMBS878$42 12/31/2023
Guardian Wealth Advisors LLC NC878$42 12/31/2023
     LMBS878$42 12/31/2023
Farther Finance Advisors LLC806$39 12/31/2023
     LMBS806$39 12/31/2023
AdvisorNet Financial Inc775$37 03/31/2024
     LMBS775$37 03/31/2024
Smithfield Trust Co.725$35 12/31/2023
     LMBS725$35 12/31/2023
WealthShield Partners LLC607$29 12/31/2023
     LMBS607$29 12/31/2023
Y.D. More Investments Ltd573$27 12/31/2023
     LMBS573$27 12/31/2023
Spire Wealth Management439$21 03/31/2024
     LMBS439$21 03/31/2024
Oliver Lagore Vanvalin Investment Group414$20 12/31/2023
     LMBS414$20 12/31/2023
Vima LLC404$20 12/31/2023
     LMBS404$20 12/31/2023
True Wealth Design LLC400$19 12/31/2023
     LMBS400$19 12/31/2023
Creekmur Asset Management LLC323$16 12/31/2023
     LMBS323$16 12/31/2023
Aspire Private Capital LLC296$14 03/31/2024
     LMBS296$14 03/31/2024
Sachetta LLC260$13 12/31/2023
     LMBS260$13 12/31/2023
Bank of Montreal Can253$12 12/31/2023
     LMBS253$12 12/31/2023
Sanctuary Wealth Management L.L.C.238$12 12/31/2023
     LMBS238$12 12/31/2023
Team Financial Group LLC224$11 12/31/2023
     LMBS224$11 12/31/2023
FWL Investment Management LLC183$9 12/31/2023
     LMBS183$9 12/31/2023
Richardson Financial Services Inc.161$8 12/31/2023
     LMBS161$8 12/31/2023
Scarborough Advisors LLC110$5 12/31/2023
     LMBS110$5 12/31/2023
Hexagon Capital Partners LLC56$3 03/31/2024
     LMBS56$3 03/31/2024
Huntington National Bank57$3 12/31/2023
     LMBS57$3 12/31/2023
McIlrath & Eck LLC62$3 12/31/2023
     LMBS62$3 12/31/2023
Tradition Wealth Management LLC57$3 12/31/2023
     LMBS57$3 12/31/2023
Caitlin John LLC41$2 12/31/2023
     LMBS41$2 12/31/2023
PSI Advisors LLC24$1 03/31/2024
     LMBS24$1 03/31/2024
Financial Gravity Asset Management Inc.13$1 12/31/2023
     LMBS13$1 12/31/2023
Sound Income Strategies LLC0$0 03/31/2024
     LMBS0$0 03/31/2024
Mendota Financial Group LLC0$0 03/31/2024
     LMBS0$0 03/31/2024
FMR LLC2$0 12/31/2023
     LMBS2$0 12/31/2023
Clear Street Markets LLC1$0 12/31/2023
     LMBS1$0 12/31/2023
Northwest Financial Advisors0$0 12/31/2023
     LMBS0$0 12/31/2023
Citadel Advisors LLC5,600$-58 12/31/2023
     Put6,800$329 12/31/2023
     Call5,600$271 12/31/2023

See Summary: Institutional Holders of LMBS
See Details: Top 10 Hedge Funds Holding LMBS
Also See: LMBS Holdings Changes

Quotes delayed 20 minutes

Email EnvelopeFree LMBS Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Funds Holding LMBS | www.HoldingsChannel.com

Copyright © 2013 - 2024, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.