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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Morgan Stanley | 12,278,558 | $593,300 | 12/31/2023 |
LMBS | 12,278,558 | $593,300 | 12/31/2023 |
LPL Financial LLC | 6,045,937 | $292,140 | 12/31/2023 |
LMBS | 6,045,937 | $292,140 | 12/31/2023 |
Wells Fargo & Company MN | 4,406,887 | $212,941 | 12/31/2023 |
LMBS | 4,406,887 | $212,941 | 12/31/2023 |
UBS Group AG | 3,498,247 | $169,035 | 12/31/2023 |
LMBS | 3,498,247 | $169,035 | 12/31/2023 |
Royal Bank of Canada | 2,361,568 | $114,110 | 12/31/2023 |
LMBS | 2,361,568 | $114,110 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 2,000,720 | $96,535 | 03/31/2024 |
LMBS | 2,000,720 | $96,535 | 03/31/2024 |
Bank of America Corp DE | 1,523,414 | $73,611 | 12/31/2023 |
LMBS | 1,523,414 | $73,611 | 12/31/2023 |
Envestnet Asset Management Inc. | 1,389,185 | $67,125 | 12/31/2023 |
LMBS | 1,389,185 | $67,125 | 12/31/2023 |
Global Assets Advisory LLC | 1,290,892 | $62,286 | 03/31/2024 |
LMBS | 1,290,892 | $62,286 | 03/31/2024 |
First Trust Advisors LP | 1,094,917 | $52,906 | 12/31/2023 |
LMBS | 1,094,917 | $52,906 | 12/31/2023 |
Advisor Group Holdings Inc. | 1,019,217 | $49,258 | 12/31/2023 |
LMBS | 1,019,217 | $49,258 | 12/31/2023 |
Stifel Financial Corp | 1,000,186 | $48,329 | 12/31/2023 |
LMBS | 1,000,186 | $48,329 | 12/31/2023 |
Berger Financial Group Inc | 826,865 | $39,896 | 03/31/2024 |
LMBS | 826,865 | $39,896 | 03/31/2024 |
Raymond James & Associates | 753,726 | $36,367 | 03/31/2024 |
LMBS | 753,726 | $36,367 | 03/31/2024 |
Csenge Advisory Group | 638,118 | $30,834 | 12/31/2023 |
LMBS | 638,118 | $30,834 | 12/31/2023 |
Commonwealth Equity Services LLC | 562,725 | $27,191 | 12/31/2023 |
LMBS | 562,725 | $27,191 | 12/31/2023 |
American Financial Advisors LLC | 536,879 | $25,904 | 03/31/2024 |
LMBS | 536,879 | $25,904 | 03/31/2024 |
Concurrent Investment Advisors LLC | 512,284 | $24,754 | 12/31/2023 |
LMBS | 512,284 | $24,754 | 12/31/2023 |
Trilogy Capital Inc. | 471,010 | $22,726 | 03/31/2024 |
LMBS | 471,010 | $22,726 | 03/31/2024 |
Petix & Botte Co | 462,110 | $22,329 | 12/31/2023 |
LMBS | 462,110 | $22,329 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 462,101 | $22,296 | 03/31/2024 |
LMBS | 462,101 | $22,296 | 03/31/2024 |
Stephens Inc. AR | 411,375 | $19,878 | 12/31/2023 |
LMBS | 411,375 | $19,878 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 410,815 | $19,850 | 12/31/2023 |
LMBS | 410,815 | $19,850 | 12/31/2023 |
HighTower Advisors LLC | 395,489 | $19,092 | 12/31/2023 |
LMBS | 395,489 | $19,092 | 12/31/2023 |
Searcy Financial Services Inc. ADV | 379,817 | $18,326 | 03/31/2024 |
LMBS | 379,817 | $18,326 | 03/31/2024 |
Cetera Investment Advisers | 372,861 | $18,017 | 12/31/2023 |
LMBS | 372,861 | $18,017 | 12/31/2023 |
Cetera Advisor Networks LLC | 361,383 | $17,462 | 12/31/2023 |
LMBS | 361,383 | $17,462 | 12/31/2023 |
Baird Financial Group Inc. | 357,284 | $17,264 | 12/31/2023 |
LMBS | 357,284 | $17,264 | 12/31/2023 |
Obermeyer Wood Investment Counsel Lllp | 326,471 | $15,775 | 12/31/2023 |
LMBS | 326,471 | $15,775 | 12/31/2023 |
AE Wealth Management LLC | 309,458 | $14,897 | 12/31/2023 |
LMBS | 309,458 | $14,897 | 12/31/2023 |
TL Private Wealth | 304,795 | $14,639 | 03/31/2024 |
LMBS | 304,795 | $14,639 | 03/31/2024 |
Renaissance Technologies LLC | 302,669 | $14,625 | 12/31/2023 |
LMBS | 302,669 | $14,625 | 12/31/2023 |
TD Capital Management LLC | 301,297 | $14,559 | 12/31/2023 |
LMBS | 301,297 | $14,559 | 12/31/2023 |
Private Advisor Group LLC | 298,208 | $14,409 | 12/31/2023 |
LMBS | 298,208 | $14,409 | 12/31/2023 |
Truist Financial Corp | 294,483 | $14,229 | 12/31/2023 |
LMBS | 294,483 | $14,229 | 12/31/2023 |
ERn Financial LLC | 290,236 | $14,004 | 03/31/2024 |
LMBS | 290,236 | $14,004 | 03/31/2024 |
Inspirion Wealth Advisors LLC | 272,811 | $13,163 | 03/31/2024 |
LMBS | 272,811 | $13,163 | 03/31/2024 |
Financial Planning & Information Services Inc. | 271,201 | $13,104 | 12/31/2023 |
LMBS | 271,201 | $13,104 | 12/31/2023 |
Kestra Advisory Services LLC | 268,870 | $12,992 | 12/31/2023 |
LMBS | 268,870 | $12,992 | 12/31/2023 |
Clifford Swan Investment Counsel LLC | 256,309 | $12,367 | 03/31/2024 |
LMBS | 256,309 | $12,367 | 03/31/2024 |
Weitzel Financial Services Inc. | 256,075 | $12,302 | 03/31/2024 |
LMBS | 256,075 | $12,302 | 03/31/2024 |
Kestra Private Wealth Services LLC | 253,571 | $12,253 | 12/31/2023 |
LMBS | 253,571 | $12,253 | 12/31/2023 |
TAP Consulting LLC | 252,099 | $12,164 | 03/31/2024 |
LMBS | 252,099 | $12,164 | 03/31/2024 |
Personal Resources Investment & Strategic Management Inc. | 251,667 | $12,143 | 03/31/2024 |
LMBS | 251,667 | $12,143 | 03/31/2024 |
Darwin Advisors LLC | 238,786 | $11,538 | 12/31/2023 |
LMBS | 238,786 | $11,538 | 12/31/2023 |
Stratos Wealth Advisors LLC | 239,027 | $11,533 | 03/31/2024 |
LMBS | 239,027 | $11,533 | 03/31/2024 |
IFP Advisors Inc | 235,234 | $11,367 | 12/31/2023 |
LMBS | 235,234 | $11,367 | 12/31/2023 |
RiverTree Advisors LLC | 232,924 | $11,239 | 03/31/2024 |
LMBS | 232,924 | $11,239 | 03/31/2024 |
Condor Capital Management | 232,064 | $11,213 | 12/31/2023 |
LMBS | 232,064 | $11,213 | 12/31/2023 |
Janney Montgomery Scott LLC | 231,771 | $11,199 | 12/31/2023 |
LMBS | 231,771 | $11,199 | 12/31/2023 |
Financial Enhancement Group LLC | 232,820 | $11,129 | 03/31/2024 |
LMBS | 232,820 | $11,129 | 03/31/2024 |
Sweet Financial Partners LLC | 226,722 | $10,939 | 03/31/2024 |
LMBS | 226,722 | $10,939 | 03/31/2024 |
Aaron Wealth Advisors | 216,968 | $10,469 | 03/31/2024 |
LMBS | 216,968 | $10,469 | 03/31/2024 |
Cerity Partners LLC | 213,928 | $10,337 | 12/31/2023 |
LMBS | 213,928 | $10,337 | 12/31/2023 |
EWG Elevate Inc. | 209,050 | $10,087 | 03/31/2024 |
LMBS | 209,050 | $10,087 | 03/31/2024 |
Kingsview Wealth Management LLC | 202,096 | $9,765 | 12/31/2023 |
LMBS | 202,096 | $9,765 | 12/31/2023 |
Avantax Advisory Services Inc. | 201,277 | $9,726 | 12/31/2023 |
LMBS | 201,277 | $9,726 | 12/31/2023 |
Ameritas Advisory Services LLC | 198,520 | $9,590 | 12/31/2023 |
LMBS | 198,520 | $9,590 | 12/31/2023 |
MML Investors Services LLC | 196,768 | $9,508 | 12/31/2023 |
LMBS | 196,768 | $9,508 | 12/31/2023 |
Harbour Investments Inc. | 195,941 | $9,468 | 12/31/2023 |
LMBS | 195,941 | $9,468 | 12/31/2023 |
Miracle Mile Advisors LLC | 189,058 | $9,122 | 03/31/2024 |
LMBS | 189,058 | $9,122 | 03/31/2024 |
Prospera Financial Services Inc | 187,257 | $9,048 | 12/31/2023 |
LMBS | 187,257 | $9,048 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 182,404 | $8,814 | 12/31/2023 |
LMBS | 182,404 | $8,814 | 12/31/2023 |
TBH Global Asset Management LLC | 179,015 | $8,650 | 12/31/2023 |
LMBS | 179,015 | $8,650 | 12/31/2023 |
Atwood & Palmer Inc. | 175,740 | $8,479 | 03/31/2024 |
LMBS | 175,740 | $8,479 | 03/31/2024 |
Walkner Condon Financial Advisors LLC | 174,907 | $8,439 | 03/31/2024 |
LMBS | 174,907 | $8,439 | 03/31/2024 |
PFS Partners LLC | 167,219 | $8,068 | 03/31/2024 |
LMBS | 167,219 | $8,068 | 03/31/2024 |
Comerica Bank | 160,405 | $7,751 | 12/31/2023 |
LMBS | 160,405 | $7,751 | 12/31/2023 |
Atlas Private Wealth Management | 159,628 | $7,702 | 03/31/2024 |
LMBS | 159,628 | $7,702 | 03/31/2024 |
Stratos Wealth Partners LTD. | 148,068 | $7,144 | 03/31/2024 |
LMBS | 148,068 | $7,144 | 03/31/2024 |
Financial Advocates Investment Management | 146,844 | $7,100 | 12/31/2023 |
LMBS | 146,844 | $7,100 | 12/31/2023 |
Friedenthal Financial | 141,443 | $6,825 | 03/31/2024 |
LMBS | 141,443 | $6,825 | 03/31/2024 |
Rockefeller Capital Management L.P. | 141,177 | $6,822 | 12/31/2023 |
LMBS | 141,177 | $6,822 | 12/31/2023 |
SSI Investment Management LLC | 139,268 | $6,729 | 12/31/2023 |
LMBS | 139,268 | $6,729 | 12/31/2023 |
LexAurum Advisors LLC | 138,883 | $6,701 | 03/31/2024 |
LMBS | 138,883 | $6,701 | 03/31/2024 |
EdgeRock Capital LLC | 135,765 | $6,556 | 12/31/2023 |
LMBS | 135,765 | $6,556 | 12/31/2023 |
GWM Advisors LLC | 135,085 | $6,524 | 12/31/2023 |
LMBS | 135,085 | $6,524 | 12/31/2023 |
TCP Asset Management LLC | 127,951 | $6,174 | 03/31/2024 |
LMBS | 127,951 | $6,174 | 03/31/2024 |
Atria Wealth Solutions Inc. | 125,909 | $6,084 | 12/31/2023 |
LMBS | 125,909 | $6,084 | 12/31/2023 |
Ameritas Investment Partners Inc. | 117,809 | $5,693 | 12/31/2023 |
LMBS | 117,809 | $5,693 | 12/31/2023 |
Lunt Capital Management Inc. | 116,702 | $5,631 | 03/31/2024 |
LMBS | 116,702 | $5,631 | 03/31/2024 |
Manhattan West Asset Management LLC | 115,831 | $5,597 | 12/31/2023 |
LMBS | 115,831 | $5,597 | 12/31/2023 |
Grove Bank & Trust | 114,407 | $5,528 | 12/31/2023 |
LMBS | 114,407 | $5,528 | 12/31/2023 |
Independent Advisor Alliance | 113,962 | $5,507 | 12/31/2023 |
LMBS | 113,962 | $5,507 | 12/31/2023 |
Clark Capital Management Group Inc. | 113,680 | $5,493 | 12/31/2023 |
LMBS | 113,680 | $5,493 | 12/31/2023 |
D.A. Davidson & CO. | 113,300 | $5,475 | 12/31/2023 |
LMBS | 113,300 | $5,475 | 12/31/2023 |
Snowden Capital Advisors LLC | 112,810 | $5,451 | 12/31/2023 |
LMBS | 112,810 | $5,451 | 12/31/2023 |
Integrated Wealth Concepts LLC | 111,841 | $5,404 | 12/31/2023 |
LMBS | 111,841 | $5,404 | 12/31/2023 |
Visionary Wealth Advisors | 106,994 | $5,170 | 12/31/2023 |
LMBS | 106,994 | $5,170 | 12/31/2023 |
Assetmark Inc. | 103,613 | $5,007 | 12/31/2023 |
LMBS | 103,613 | $5,007 | 12/31/2023 |
United Capital Financial Advisers LLC | 100,105 | $4,837 | 12/31/2023 |
LMBS | 100,105 | $4,837 | 12/31/2023 |
Sigma Planning Corp | 94,625 | $4,572 | 12/31/2023 |
LMBS | 94,625 | $4,572 | 12/31/2023 |
Clear Creek Financial Management LLC | 92,979 | $4,486 | 03/31/2024 |
LMBS | 92,979 | $4,486 | 03/31/2024 |
Alpha Financial Advisors LLC | 92,542 | $4,472 | 12/31/2023 |
LMBS | 92,542 | $4,472 | 12/31/2023 |
Citigroup Inc. | 90,433 | $4,370 | 12/31/2023 |
LMBS | 90,433 | $4,370 | 12/31/2023 |
Midwest Financial Group LLC | 88,223 | $4,257 | 03/31/2024 |
LMBS | 88,223 | $4,257 | 03/31/2024 |
Cetera Advisors LLC | 87,974 | $4,251 | 12/31/2023 |
LMBS | 87,974 | $4,251 | 12/31/2023 |
Eqis Capital Management Inc. | 86,732 | $4,191 | 12/31/2023 |
LMBS | 86,732 | $4,191 | 12/31/2023 |
Mach 1 Financial Group Inc. | 83,826 | $4,050 | 12/31/2023 |
LMBS | 83,826 | $4,050 | 12/31/2023 |
Oppenheimer & Co. Inc. | 79,476 | $3,840 | 12/31/2023 |
LMBS | 79,476 | $3,840 | 12/31/2023 |
SILVER OAK SECURITIES Inc | 79,161 | $3,825 | 12/31/2023 |
LMBS | 79,161 | $3,825 | 12/31/2023 |
Migdal Insurance & Financial Holdings Ltd. | 78,350 | $3,786 | 12/31/2023 |
LMBS | 78,350 | $3,786 | 12/31/2023 |
Flaharty Asset Management LLC | 75,509 | $3,649 | 12/31/2023 |
LMBS | 75,509 | $3,649 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 74,916 | $3,620 | 12/31/2023 |
LMBS | 74,916 | $3,620 | 12/31/2023 |
Iams Wealth Management LLC | 74,981 | $3,602 | 03/31/2024 |
LMBS | 74,981 | $3,602 | 03/31/2024 |
Dominguez Wealth Management Solutions Inc. | 65,471 | $3,159 | 03/31/2024 |
LMBS | 65,471 | $3,159 | 03/31/2024 |
Kure Advisory LLC | 62,210 | $3,006 | 12/31/2023 |
LMBS | 62,210 | $3,006 | 12/31/2023 |
Keystone Wealth Services LLC | 60,672 | $2,927 | 03/31/2024 |
LMBS | 60,672 | $2,927 | 03/31/2024 |
Vivaldi Capital Management LLC | 60,035 | $2,883 | 12/31/2023 |
LMBS | 60,035 | $2,883 | 12/31/2023 |
Boston Financial Mangement LLC | 58,757 | $2,839 | 12/31/2023 |
LMBS | 58,757 | $2,839 | 12/31/2023 |
AIFG Consultants Ltd. | 57,642 | $2,785 | 12/31/2023 |
LMBS | 57,642 | $2,785 | 12/31/2023 |
Prime Capital Investment Advisors LLC | 56,828 | $2,746 | 12/31/2023 |
LMBS | 56,828 | $2,746 | 12/31/2023 |
Foundations Investment Advisors LLC | 55,705 | $2,698 | 12/31/2023 |
LMBS | 55,705 | $2,698 | 12/31/2023 |
NewEdge Wealth LLC | 55,615 | $2,687 | 12/31/2023 |
LMBS | 55,615 | $2,687 | 12/31/2023 |
Regal Investment Advisors LLC | 55,275 | $2,671 | 12/31/2023 |
LMBS | 55,275 | $2,671 | 12/31/2023 |
DAVENPORT & Co LLC | 54,526 | $2,635 | 12/31/2023 |
LMBS | 54,526 | $2,635 | 12/31/2023 |
Mainsail Financial Group LLC | 53,604 | $2,586 | 03/31/2024 |
LMBS | 53,604 | $2,586 | 03/31/2024 |
Cottonwood Capital Advisors LLC | 53,456 | $2,551 | 03/31/2024 |
LMBS | 53,456 | $2,551 | 03/31/2024 |
Bank of New York Mellon Corp | 52,676 | $2,542 | 03/31/2024 |
LMBS | 52,676 | $2,542 | 03/31/2024 |
JPMorgan Chase & Co. | 52,498 | $2,537 | 12/31/2023 |
LMBS | 52,498 | $2,537 | 12/31/2023 |
Good Life Advisors LLC | 52,185 | $2,522 | 12/31/2023 |
LMBS | 52,185 | $2,522 | 12/31/2023 |
Virtue Capital Management LLC | 51,702 | $2,494 | 12/31/2023 |
LMBS | 51,702 | $2,494 | 12/31/2023 |
Wedbush Securities Inc. | 50,469 | $2,439 | 12/31/2023 |
LMBS | 50,469 | $2,439 | 12/31/2023 |
Arete Wealth Advisors LLC | 50,344 | $2,433 | 12/31/2023 |
LMBS | 50,344 | $2,433 | 12/31/2023 |
StoneX Group Inc. | 50,132 | $2,424 | 12/31/2023 |
LMBS | 50,132 | $2,424 | 12/31/2023 |
RWM Asset Management LLC | 49,631 | $2,395 | 03/31/2024 |
LMBS | 49,631 | $2,395 | 03/31/2024 |
Centennial Wealth Advisory LLC | 48,410 | $2,336 | 03/31/2024 |
LMBS | 48,410 | $2,336 | 03/31/2024 |
Elevated Capital Advisors LLC | 48,240 | $2,328 | 03/31/2024 |
LMBS | 48,240 | $2,328 | 03/31/2024 |
Park Avenue Securities LLC | 46,420 | $2,240 | 03/31/2024 |
LMBS | 46,420 | $2,240 | 03/31/2024 |
Wayfinding Financial LLC | 45,784 | $2,212 | 12/31/2023 |
LMBS | 45,784 | $2,212 | 12/31/2023 |
First Hawaiian Bank | 45,435 | $2,192 | 03/31/2024 |
LMBS | 45,435 | $2,192 | 03/31/2024 |
Mariner LLC | 44,772 | $2,163 | 12/31/2023 |
LMBS | 44,772 | $2,163 | 12/31/2023 |
Cypress Capital Group | 44,597 | $2,155 | 12/31/2023 |
LMBS | 44,597 | $2,155 | 12/31/2023 |
Advisory Services Network LLC | 44,458 | $2,148 | 12/31/2023 |
LMBS | 44,458 | $2,148 | 12/31/2023 |
James J. Burns & Company LLC | 44,186 | $2,125 | 03/31/2024 |
LMBS | 44,186 | $2,125 | 03/31/2024 |
SignalPoint Asset Management LLC | 43,347 | $2,091 | 03/31/2024 |
LMBS | 43,347 | $2,091 | 03/31/2024 |
Atria Investments LLC | 43,142 | $2,085 | 12/31/2023 |
LMBS | 43,142 | $2,085 | 12/31/2023 |
BlueChip Wealth Advisors LLC | 41,668 | $2,013 | 12/31/2023 |
LMBS | 41,668 | $2,013 | 12/31/2023 |
Mutual Advisors LLC | 41,055 | $1,984 | 12/31/2023 |
LMBS | 41,055 | $1,984 | 12/31/2023 |
Beacon Financial Group | 40,437 | $1,954 | 12/31/2023 |
LMBS | 40,437 | $1,954 | 12/31/2023 |
Pine Valley Investments Ltd Liability Co | 40,366 | $1,950 | 12/31/2023 |
LMBS | 40,366 | $1,950 | 12/31/2023 |
City Holding Co. | 40,070 | $1,933 | 03/31/2024 |
LMBS | 40,070 | $1,933 | 03/31/2024 |
Wealthcare Advisory Partners LLC | 39,430 | $1,903 | 03/31/2024 |
LMBS | 39,430 | $1,903 | 03/31/2024 |
Capital Analysts LLC | 39,007 | $1,885 | 12/31/2023 |
LMBS | 39,007 | $1,885 | 12/31/2023 |
Cornell Pochily Investment Advisors Inc. | 38,370 | $1,851 | 03/31/2024 |
LMBS | 38,370 | $1,851 | 03/31/2024 |
Ashton Thomas Private Wealth LLC | 38,262 | $1,846 | 03/31/2024 |
LMBS | 38,262 | $1,846 | 03/31/2024 |
Imprint Wealth LLC | 37,788 | $1,826 | 12/31/2023 |
LMBS | 37,788 | $1,826 | 12/31/2023 |
FSB Premier Wealth Management Inc. | 37,767 | $1,825 | 12/31/2023 |
LMBS | 37,767 | $1,825 | 12/31/2023 |
SRS Capital Advisors Inc. | 36,951 | $1,785 | 12/31/2023 |
LMBS | 36,951 | $1,785 | 12/31/2023 |
Treynor Bancshares Inc. | 36,281 | $1,753 | 12/31/2023 |
LMBS | 36,281 | $1,753 | 12/31/2023 |
Householder Group Estate & Retirement Specialist LLC | 35,716 | $1,725 | 12/31/2023 |
LMBS | 35,716 | $1,725 | 12/31/2023 |
BNP Paribas Arbitrage SA | 34,078 | $1,647 | 12/31/2023 |
LMBS | 34,078 | $1,647 | 12/31/2023 |
Ifrah Financial Services Inc. | 32,686 | $1,579 | 12/31/2023 |
LMBS | 32,686 | $1,579 | 12/31/2023 |
Traction Financial Partners LLC | 31,646 | $1,529 | 12/31/2023 |
LMBS | 31,646 | $1,529 | 12/31/2023 |
KMG Fiduciary Partners LLC | 31,478 | $1,519 | 03/31/2024 |
LMBS | 31,478 | $1,519 | 03/31/2024 |
Principal Securities Inc. | 30,998 | $1,498 | 12/31/2023 |
LMBS | 30,998 | $1,498 | 12/31/2023 |
Bigelow Investment Advisors LLC | 30,928 | $1,494 | 12/31/2023 |
LMBS | 30,928 | $1,494 | 12/31/2023 |
BlueCrest Capital Management Ltd | 30,659 | $1,481 | 12/31/2023 |
LMBS | 30,659 | $1,481 | 12/31/2023 |
Commonwealth Financial Services LLC | 29,985 | $1,449 | 12/31/2023 |
LMBS | 29,985 | $1,449 | 12/31/2023 |
VitalStone Financial LLC | 29,437 | $1,422 | 12/31/2023 |
LMBS | 29,437 | $1,422 | 12/31/2023 |
Endowment Wealth Management Inc. | 29,005 | $1,402 | 12/31/2023 |
LMBS | 29,005 | $1,402 | 12/31/2023 |
National Wealth Management Group LLC | 28,993 | $1,401 | 12/31/2023 |
LMBS | 28,993 | $1,401 | 12/31/2023 |
Integrated Advisors Network LLC | 28,114 | $1,358 | 12/31/2023 |
LMBS | 28,114 | $1,358 | 12/31/2023 |
Chicago Partners Investment Group LLC | 28,438 | $1,356 | 03/31/2024 |
LMBS | 28,438 | $1,356 | 03/31/2024 |
Nations Financial Group Inc. IA ADV | 27,987 | $1,350 | 03/31/2024 |
LMBS | 27,987 | $1,350 | 03/31/2024 |
CoreCap Advisors LLC | 27,874 | $1,347 | 12/31/2023 |
LMBS | 27,874 | $1,347 | 12/31/2023 |
Laidlaw Wealth Management LLC | 27,716 | $1,339 | 12/31/2023 |
LMBS | 27,716 | $1,339 | 12/31/2023 |
Allworth Financial LP | 27,154 | $1,310 | 03/31/2024 |
LMBS | 27,154 | $1,310 | 03/31/2024 |
Creative Planning | 26,951 | $1,302 | 12/31/2023 |
LMBS | 26,951 | $1,302 | 12/31/2023 |
Perennial Investment Advisors LLC | 26,639 | $1,287 | 12/31/2023 |
LMBS | 26,639 | $1,287 | 12/31/2023 |
Barrett & Company Inc. | 26,039 | $1,256 | 03/31/2024 |
LMBS | 26,039 | $1,256 | 03/31/2024 |
Cedrus LLC | 25,367 | $1,224 | 03/31/2024 |
LMBS | 25,367 | $1,224 | 03/31/2024 |
Steward Partners Investment Advisory LLC | 24,525 | $1,185 | 12/31/2023 |
LMBS | 24,525 | $1,185 | 12/31/2023 |
Patten Group Inc. | 24,235 | $1,169 | 03/31/2024 |
LMBS | 24,235 | $1,169 | 03/31/2024 |
Orion Portfolio Solutions LLC | 24,264 | $1,168 | 12/31/2023 |
LMBS | 24,264 | $1,168 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 23,692 | $1,143 | 03/31/2024 |
LMBS | 23,692 | $1,143 | 03/31/2024 |
Private Trust Co. NA | 23,224 | $1,121 | 03/31/2024 |
LMBS | 23,224 | $1,121 | 03/31/2024 |
CWM LLC | 22,535 | $1,087 | 03/31/2024 |
LMBS | 22,535 | $1,087 | 03/31/2024 |
International Assets Investment Management LLC | 22,617 | $1,087 | 03/31/2024 |
LMBS | 22,617 | $1,087 | 03/31/2024 |
Brookstone Capital Management | 21,887 | $1,056 | 03/31/2024 |
LMBS | 21,887 | $1,056 | 03/31/2024 |
Mattern Wealth Management LLC | 21,823 | $1,054 | 12/31/2023 |
LMBS | 21,823 | $1,054 | 12/31/2023 |
Triumph Capital Management | 21,851 | $1,050 | 03/31/2024 |
LMBS | 21,851 | $1,050 | 03/31/2024 |
Richard W. Paul & Associates LLC | 21,687 | $1,048 | 12/31/2023 |
LMBS | 21,687 | $1,048 | 12/31/2023 |
Wealth Effects LLC | 21,432 | $1,034 | 03/31/2024 |
LMBS | 21,432 | $1,034 | 03/31/2024 |
US Bancorp DE | 21,378 | $1,033 | 12/31/2023 |
LMBS | 21,378 | $1,033 | 12/31/2023 |
Prudential Financial Inc. | 21,241 | $1,026 | 12/31/2023 |
LMBS | 21,241 | $1,026 | 12/31/2023 |
Concentrum Wealth Management | 20,699 | $1,000 | 12/31/2023 |
LMBS | 20,699 | $1,000 | 12/31/2023 |
Moneywise Inc. | 20,329 | $981 | 03/31/2024 |
LMBS | 20,329 | $981 | 03/31/2024 |
Lloyd Advisory Services LLC. | 20,273 | $978 | 03/31/2024 |
LMBS | 20,273 | $978 | 03/31/2024 |
Beacon Pointe Advisors LLC | 19,610 | $948 | 12/31/2023 |
LMBS | 19,610 | $948 | 12/31/2023 |
First Horizon Advisors Inc. | 19,542 | $943 | 03/31/2024 |
LMBS | 19,542 | $943 | 03/31/2024 |
NBC Securities Inc. | 19,450 | $938 | 03/31/2024 |
LMBS | 19,450 | $938 | 03/31/2024 |
Harvest Investment Services LLC | 19,209 | $928 | 12/31/2023 |
LMBS | 19,209 | $928 | 12/31/2023 |
Gateway Wealth Partners LLC | 19,117 | $924 | 12/31/2023 |
LMBS | 19,117 | $924 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 19,045 | $920 | 12/31/2023 |
LMBS | 19,045 | $920 | 12/31/2023 |
Abbot Financial Management Inc. | 18,937 | $915 | 12/31/2023 |
LMBS | 18,937 | $915 | 12/31/2023 |
Narwhal Capital Management | 18,906 | $912 | 03/31/2024 |
LMBS | 18,906 | $912 | 03/31/2024 |
Columbia Advisory Partners LLC | 18,654 | $900 | 03/31/2024 |
LMBS | 18,654 | $900 | 03/31/2024 |
JPL Wealth Management LLC | 18,251 | $882 | 12/31/2023 |
LMBS | 18,251 | $882 | 12/31/2023 |
National Asset Management Inc. | 18,221 | $880 | 12/31/2023 |
LMBS | 18,221 | $880 | 12/31/2023 |
Retirement Income Solutions Inc | 17,921 | $866 | 12/31/2023 |
LMBS | 17,921 | $866 | 12/31/2023 |
626 Financial LLC | 17,713 | $855 | 03/31/2024 |
LMBS | 17,713 | $855 | 03/31/2024 |
Bellevue Asset Management LLC | 17,606 | $849 | 03/31/2024 |
LMBS | 17,606 | $849 | 03/31/2024 |
Continuum Advisory LLC | 17,439 | $843 | 12/31/2023 |
LMBS | 17,439 | $843 | 12/31/2023 |
Apollon Wealth Management LLC | 17,162 | $829 | 12/31/2023 |
LMBS | 17,162 | $829 | 12/31/2023 |
Towerpoint Wealth LLC | 17,106 | $825 | 03/31/2024 |
LMBS | 17,106 | $825 | 03/31/2024 |
Stockman Wealth Management Inc. | 16,906 | $816 | 03/31/2024 |
LMBS | 16,906 | $816 | 03/31/2024 |
Vishria Bird Financial Group LLC | 16,809 | $811 | 03/31/2024 |
LMBS | 16,809 | $811 | 03/31/2024 |
J.W. Cole Advisors Inc. | 16,355 | $790 | 12/31/2023 |
LMBS | 16,355 | $790 | 12/31/2023 |
Gladstone Institutional Advisory LLC | 16,334 | $789 | 12/31/2023 |
LMBS | 16,334 | $789 | 12/31/2023 |
Ausdal Financial Partners Inc. | 15,911 | $768 | 03/31/2024 |
LMBS | 15,911 | $768 | 03/31/2024 |
Global Retirement Partners LLC | 15,789 | $762 | 03/31/2024 |
LMBS | 15,789 | $762 | 03/31/2024 |
Holistic Financial Partners | 15,704 | $759 | 12/31/2023 |
LMBS | 15,704 | $759 | 12/31/2023 |
Redhawk Wealth Advisors Inc. | 15,684 | $758 | 12/31/2023 |
LMBS | 15,684 | $758 | 12/31/2023 |
Coppell Advisory Solutions LLC | 15,629 | $755 | 12/31/2023 |
LMBS | 15,629 | $755 | 12/31/2023 |
Ballew Advisors Inc | 15,793 | $754 | 03/31/2024 |
LMBS | 15,793 | $754 | 03/31/2024 |
Axxcess Wealth Management LLC | 15,549 | $751 | 12/31/2023 |
LMBS | 15,549 | $751 | 12/31/2023 |
Western Wealth Management LLC | 15,531 | $750 | 12/31/2023 |
LMBS | 15,531 | $750 | 12/31/2023 |
RFG Advisory LLC | 15,412 | $744 | 03/31/2024 |
LMBS | 15,412 | $744 | 03/31/2024 |
Maia Wealth LLC | 15,353 | $742 | 12/31/2023 |
LMBS | 15,353 | $742 | 12/31/2023 |
Equitable Holdings Inc. | 15,345 | $741 | 12/31/2023 |
LMBS | 15,345 | $741 | 12/31/2023 |
IFG Advisory LLC | 15,021 | $726 | 12/31/2023 |
LMBS | 15,021 | $726 | 12/31/2023 |
IHT Wealth Management LLC | 14,983 | $724 | 12/31/2023 |
LMBS | 14,983 | $724 | 12/31/2023 |
Wintrust Investments LLC | 14,376 | $695 | 12/31/2023 |
LMBS | 14,376 | $695 | 12/31/2023 |
Focus Financial Network Inc. ADV | 13,695 | $662 | 12/31/2023 |
LMBS | 13,695 | $662 | 12/31/2023 |
Colonial River Wealth Management LLC | 13,646 | $659 | 12/31/2023 |
LMBS | 13,646 | $659 | 12/31/2023 |
1776 Wealth LLC | 13,557 | $655 | 12/31/2023 |
LMBS | 13,557 | $655 | 12/31/2023 |
Dynamic Advisor Solutions LLC | 13,466 | $650 | 03/31/2024 |
LMBS | 13,466 | $650 | 03/31/2024 |
Dfpg Investments LLC | 13,408 | $647 | 12/31/2023 |
LMBS | 13,408 | $647 | 12/31/2023 |
Sargent Investment Group LLC | 13,080 | $632 | 12/31/2023 |
LMBS | 13,080 | $632 | 12/31/2023 |
Raymond James Trust N.A. | 13,050 | $630 | 03/31/2024 |
LMBS | 13,050 | $630 | 03/31/2024 |
Strategic Blueprint LLC | 13,012 | $628 | 03/31/2024 |
LMBS | 13,012 | $628 | 03/31/2024 |
Security Financial Services INC. | 12,841 | $620 | 03/31/2024 |
LMBS | 12,841 | $620 | 03/31/2024 |
Level Four Advisory Services LLC | 12,580 | $608 | 12/31/2023 |
LMBS | 12,580 | $608 | 12/31/2023 |
Focus Financial Network Inc. | 12,655 | $604 | 03/31/2024 |
LMBS | 12,655 | $604 | 03/31/2024 |
Capital Market Strategies LLC | 12,395 | $598 | 03/31/2024 |
LMBS | 12,395 | $598 | 03/31/2024 |
Edge Financial Advisors LLC | 12,259 | $591 | 03/31/2024 |
LMBS | 12,259 | $591 | 03/31/2024 |
Fundamentun LLC | 11,931 | $576 | 03/31/2024 |
LMBS | 11,931 | $576 | 03/31/2024 |
Valley Financial Group Inc. | 11,743 | $567 | 12/31/2023 |
LMBS | 11,743 | $567 | 12/31/2023 |
Legacy Private Trust Co. | 11,647 | $562 | 03/31/2024 |
LMBS | 11,647 | $562 | 03/31/2024 |
Proequities Inc. | 11,544 | $558 | 12/31/2023 |
LMBS | 11,544 | $558 | 12/31/2023 |
Signal Advisors Wealth LLC | 11,265 | $544 | 03/31/2024 |
LMBS | 11,265 | $544 | 03/31/2024 |
Tidemark LLC | 11,179 | $540 | 12/31/2023 |
LMBS | 11,179 | $540 | 12/31/2023 |
O Connor Financial Group LLC | 11,112 | $536 | 03/31/2024 |
LMBS | 11,112 | $536 | 03/31/2024 |
FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 10,982 | $530 | 03/31/2024 |
LMBS | 10,982 | $530 | 03/31/2024 |
Steward Partners Investment Solutions LLC | 10,972 | $530 | 12/31/2023 |
LMBS | 10,972 | $530 | 12/31/2023 |
Arkadios Wealth Advisors | 10,917 | $527 | 12/31/2023 |
LMBS | 10,917 | $527 | 12/31/2023 |
ICA Group Wealth Management LLC | 10,912 | $527 | 12/31/2023 |
LMBS | 10,912 | $527 | 12/31/2023 |
Laraway Financial Inc | 10,762 | $520 | 12/31/2023 |
LMBS | 10,762 | $520 | 12/31/2023 |
Belpointe Asset Management LLC | 10,683 | $516 | 12/31/2023 |
LMBS | 10,683 | $516 | 12/31/2023 |
Morris Retirement Advisors LLC | 10,478 | $506 | 12/31/2023 |
LMBS | 10,478 | $506 | 12/31/2023 |
Acorn Wealth Advisors LLC | 10,330 | $498 | 03/31/2024 |
LMBS | 10,330 | $498 | 03/31/2024 |
Salomon & Ludwin LLC | 10,414 | $492 | 12/31/2023 |
LMBS | 10,414 | $492 | 12/31/2023 |
Resources Investment Advisors LLC. | 9,713 | $469 | 12/31/2023 |
LMBS | 9,713 | $469 | 12/31/2023 |
Capital Investment Advisory Services LLC | 9,694 | $468 | 03/31/2024 |
LMBS | 9,694 | $468 | 03/31/2024 |
Tanager Wealth Management LLP | 9,419 | $455 | 12/31/2023 |
LMBS | 9,419 | $455 | 12/31/2023 |
Clarus Wealth Advisors | 9,378 | $448 | 03/31/2024 |
LMBS | 9,378 | $448 | 03/31/2024 |
Herold Advisors Inc. | 9,181 | $444 | 12/31/2023 |
LMBS | 9,181 | $444 | 12/31/2023 |
Claro Advisors LLC | 8,943 | $432 | 03/31/2024 |
LMBS | 8,943 | $432 | 03/31/2024 |
Rede Wealth LLC | 8,810 | $426 | 12/31/2023 |
LMBS | 8,810 | $426 | 12/31/2023 |
NBT Bank N A NY | 8,809 | $425 | 03/31/2024 |
LMBS | 8,809 | $425 | 03/31/2024 |
Connectus Wealth LLC | 8,776 | $424 | 12/31/2023 |
LMBS | 8,776 | $424 | 12/31/2023 |
PFG Advisors | 8,677 | $419 | 12/31/2023 |
LMBS | 8,677 | $419 | 12/31/2023 |
Family Legacy Inc. | 8,544 | $412 | 03/31/2024 |
LMBS | 8,544 | $412 | 03/31/2024 |
Creative Financial Designs Inc. ADV | 8,447 | $408 | 12/31/2023 |
LMBS | 8,447 | $408 | 12/31/2023 |
Core Wealth Partners LLC | 8,307 | $401 | 03/31/2024 |
LMBS | 8,307 | $401 | 03/31/2024 |
Avestar Capital LLC | 8,282 | $400 | 12/31/2023 |
LMBS | 8,282 | $400 | 12/31/2023 |
Wiley BROS. Aintree Capital LLC | 8,266 | $399 | 03/31/2024 |
LMBS | 8,266 | $399 | 03/31/2024 |
HBK Sorce Advisory LLC | 8,105 | $392 | 12/31/2023 |
LMBS | 8,105 | $392 | 12/31/2023 |
Capital CS Group LLC | 8,035 | $388 | 03/31/2024 |
LMBS | 8,035 | $388 | 03/31/2024 |
Southland Equity Partners LLC | 8,004 | $386 | 03/31/2024 |
LMBS | 8,004 | $386 | 03/31/2024 |
Lincoln National Corp | 7,989 | $386 | 12/31/2023 |
LMBS | 7,989 | $386 | 12/31/2023 |
Cresset Asset Management LLC | 7,787 | $376 | 12/31/2023 |
LMBS | 7,787 | $376 | 12/31/2023 |
Key Client Fiduciary Advisors LLC | 7,575 | $365 | 03/31/2024 |
LMBS | 7,575 | $365 | 03/31/2024 |
Pinnacle Family Advisors LLC | 7,499 | $362 | 12/31/2023 |
LMBS | 7,499 | $362 | 12/31/2023 |
Platform Technology Partners | 7,420 | $358 | 12/31/2023 |
LMBS | 7,420 | $358 | 12/31/2023 |
Northwest Wealth Management LLC | 7,218 | $349 | 12/31/2023 |
LMBS | 7,218 | $349 | 12/31/2023 |
West Michigan Advisors LLC | 7,113 | $344 | 12/31/2023 |
LMBS | 7,113 | $344 | 12/31/2023 |
Insight Inv LLC | 7,100 | $343 | 12/31/2023 |
LMBS | 7,100 | $343 | 12/31/2023 |
Quad Cities Investment Group LLC | 6,971 | $336 | 03/31/2024 |
LMBS | 6,971 | $336 | 03/31/2024 |
Chiron Capital Management LLC | 6,757 | $326 | 12/31/2023 |
LMBS | 6,757 | $326 | 12/31/2023 |
Cornerstone Wealth Management LLC | 6,492 | $313 | 03/31/2024 |
LMBS | 6,492 | $313 | 03/31/2024 |
Patriot Financial Group Insurance Agency LLC | 6,473 | $313 | 12/31/2023 |
LMBS | 6,473 | $313 | 12/31/2023 |
We Are One Seven LLC | 6,385 | $309 | 12/31/2023 |
LMBS | 6,385 | $309 | 12/31/2023 |
Archer Investment Corp | 6,382 | $308 | 12/31/2023 |
LMBS | 6,382 | $308 | 12/31/2023 |
Retirement Guys Formula LLC | 6,350 | $306 | 03/31/2024 |
LMBS | 6,350 | $306 | 03/31/2024 |
Waterloo Capital L.P. | 6,314 | $305 | 12/31/2023 |
LMBS | 6,314 | $305 | 12/31/2023 |
Nilsine Partners LLC | 6,215 | $300 | 03/31/2024 |
LMBS | 6,215 | $300 | 03/31/2024 |
TrueWealth Advisors LLC | 6,146 | $297 | 03/31/2024 |
LMBS | 6,146 | $297 | 03/31/2024 |
Tyler Stone Wealth Management | 6,147 | $297 | 12/31/2023 |
LMBS | 6,147 | $297 | 12/31/2023 |
Robertson Stephens Wealth Management LLC | 6,048 | $292 | 12/31/2023 |
LMBS | 6,048 | $292 | 12/31/2023 |
Telemus Capital LLC | 5,974 | $289 | 12/31/2023 |
LMBS | 5,974 | $289 | 12/31/2023 |
Shaker Investments LLC OH | 5,916 | $285 | 03/31/2024 |
LMBS | 5,916 | $285 | 03/31/2024 |
AlphaMark Advisors LLC | 5,792 | $279 | 03/31/2024 |
LMBS | 5,792 | $279 | 03/31/2024 |
TFB Advisors LLC | 5,651 | $273 | 12/31/2023 |
LMBS | 5,651 | $273 | 12/31/2023 |
KC Investment Advisors LLC | 5,533 | $267 | 12/31/2023 |
LMBS | 5,533 | $267 | 12/31/2023 |
Concorde Asset Management LLC | 5,436 | $263 | 12/31/2023 |
LMBS | 5,436 | $263 | 12/31/2023 |
Lion Street Advisors LLC | 5,430 | $262 | 03/31/2024 |
LMBS | 5,430 | $262 | 03/31/2024 |
Essex LLC | 5,431 | $262 | 12/31/2023 |
LMBS | 5,431 | $262 | 12/31/2023 |
GPS Wealth Strategies Group LLC | 5,357 | $259 | 12/31/2023 |
LMBS | 5,357 | $259 | 12/31/2023 |
Cambridge Advisors Inc. | 5,261 | $254 | 03/31/2024 |
LMBS | 5,261 | $254 | 03/31/2024 |
Kowal Investment Group LLC | 5,204 | $251 | 03/31/2024 |
LMBS | 5,204 | $251 | 03/31/2024 |
Trueblood Wealth Management LLC | 5,191 | $250 | 03/31/2024 |
LMBS | 5,191 | $250 | 03/31/2024 |
Peterson Financial Group Inc. | 5,107 | $246 | 03/31/2024 |
LMBS | 5,107 | $246 | 03/31/2024 |
Arbor Capital Management Inc. ADV | 5,093 | $246 | 12/31/2023 |
LMBS | 5,093 | $246 | 12/31/2023 |
Raab & Moskowitz Asset Management LLC | 5,048 | $244 | 12/31/2023 |
LMBS | 5,048 | $244 | 12/31/2023 |
Castle Rock Wealth Management LLC | 5,058 | $244 | 12/31/2023 |
LMBS | 5,058 | $244 | 12/31/2023 |
Cutter & CO Brokerage Inc. | 4,879 | $236 | 12/31/2023 |
LMBS | 4,879 | $236 | 12/31/2023 |
Jaffetilchin Investment Partners LLC | 4,839 | $234 | 12/31/2023 |
LMBS | 4,839 | $234 | 12/31/2023 |
Larson Financial Group LLC | 4,796 | $232 | 12/31/2023 |
LMBS | 4,796 | $232 | 12/31/2023 |
EPG Wealth Management LLC | 4,819 | $231 | 12/31/2023 |
LMBS | 4,819 | $231 | 12/31/2023 |
Sheets Smith Wealth Management | 4,700 | $227 | 12/31/2023 |
LMBS | 4,700 | $227 | 12/31/2023 |
OneAscent Financial Services LLC | 4,620 | $223 | 03/31/2024 |
LMBS | 4,620 | $223 | 03/31/2024 |
Sovereign Financial Group Inc. | 4,590 | $221 | 03/31/2024 |
LMBS | 4,590 | $221 | 03/31/2024 |
Sawtooth Solutions LLC | 4,502 | $218 | 12/31/2023 |
LMBS | 4,502 | $218 | 12/31/2023 |
Maripau Wealth Management LLC | 4,406 | $213 | 12/31/2023 |
LMBS | 4,406 | $213 | 12/31/2023 |
Ascension Capital Advisors Inc. | 4,253 | $206 | 12/31/2023 |
LMBS | 4,253 | $206 | 12/31/2023 |
Wealthsource Partners LLC | 4,181 | $202 | 12/31/2023 |
LMBS | 4,181 | $202 | 12/31/2023 |
Benjamin Edwards Inc. | 3,719 | $180 | 12/31/2023 |
LMBS | 3,719 | $180 | 12/31/2023 |
The PNC Financial Services Group Inc. | 3,486 | $168 | 12/31/2023 |
LMBS | 3,486 | $168 | 12/31/2023 |
Beacon Capital Management LLC | 3,467 | $164 | 12/31/2023 |
LMBS | 3,467 | $164 | 12/31/2023 |
MTM Investment Management LLC | 3,098 | $149 | 03/31/2024 |
LMBS | 3,098 | $149 | 03/31/2024 |
Pinnacle Bank | 2,685 | $130 | 03/31/2024 |
LMBS | 2,685 | $130 | 03/31/2024 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 2,507 | $121 | 12/31/2023 |
LMBS | 2,507 | $121 | 12/31/2023 |
Raleigh Capital Management Inc. | 2,483 | $120 | 12/31/2023 |
LMBS | 2,483 | $120 | 12/31/2023 |
FinTrust Capital Advisors LLC | 2,305 | $111 | 12/31/2023 |
LMBS | 2,305 | $111 | 12/31/2023 |
Harbor Investment Advisory LLC | 2,261 | $109 | 03/31/2024 |
LMBS | 2,261 | $109 | 03/31/2024 |
Optimum Investment Advisors | 1,900 | $92 | 03/31/2024 |
LMBS | 1,900 | $92 | 03/31/2024 |
Plante Moran Financial Advisors LLC | 1,913 | $92 | 12/31/2023 |
LMBS | 1,913 | $92 | 12/31/2023 |
Sunbelt Securities Inc. | 1,450 | $70 | 03/31/2024 |
LMBS | 1,450 | $70 | 03/31/2024 |
DHJJ Financial Advisors Ltd. | 1,428 | $69 | 03/31/2024 |
LMBS | 1,428 | $69 | 03/31/2024 |
Blair William & Co. IL | 1,401 | $68 | 12/31/2023 |
LMBS | 1,401 | $68 | 12/31/2023 |
Wagner Wealth Management LLC | 1,235 | $60 | 03/31/2024 |
LMBS | 1,235 | $60 | 03/31/2024 |
WASHINGTON TRUST Co | 1,199 | $58 | 03/31/2024 |
LMBS | 1,199 | $58 | 03/31/2024 |
Coastal Investment Advisors Inc. | 1,136 | $55 | 03/31/2024 |
LMBS | 1,136 | $55 | 03/31/2024 |
Tucker Asset Management LLC | 1,099 | $53 | 12/31/2023 |
LMBS | 1,099 | $53 | 12/31/2023 |
Nordwand Advisors LLC | 1,078 | $52 | 12/31/2023 |
LMBS | 1,078 | $52 | 12/31/2023 |
Aptus Capital Advisors LLC | 878 | $42 | 12/31/2023 |
LMBS | 878 | $42 | 12/31/2023 |
Guardian Wealth Advisors LLC NC | 878 | $42 | 12/31/2023 |
LMBS | 878 | $42 | 12/31/2023 |
Farther Finance Advisors LLC | 806 | $39 | 12/31/2023 |
LMBS | 806 | $39 | 12/31/2023 |
AdvisorNet Financial Inc | 775 | $37 | 03/31/2024 |
LMBS | 775 | $37 | 03/31/2024 |
Smithfield Trust Co. | 725 | $35 | 12/31/2023 |
LMBS | 725 | $35 | 12/31/2023 |
WealthShield Partners LLC | 607 | $29 | 12/31/2023 |
LMBS | 607 | $29 | 12/31/2023 |
Y.D. More Investments Ltd | 573 | $27 | 12/31/2023 |
LMBS | 573 | $27 | 12/31/2023 |
Spire Wealth Management | 439 | $21 | 03/31/2024 |
LMBS | 439 | $21 | 03/31/2024 |
Oliver Lagore Vanvalin Investment Group | 414 | $20 | 12/31/2023 |
LMBS | 414 | $20 | 12/31/2023 |
Vima LLC | 404 | $20 | 12/31/2023 |
LMBS | 404 | $20 | 12/31/2023 |
True Wealth Design LLC | 400 | $19 | 12/31/2023 |
LMBS | 400 | $19 | 12/31/2023 |
Creekmur Asset Management LLC | 323 | $16 | 12/31/2023 |
LMBS | 323 | $16 | 12/31/2023 |
Aspire Private Capital LLC | 296 | $14 | 03/31/2024 |
LMBS | 296 | $14 | 03/31/2024 |
Sachetta LLC | 260 | $13 | 12/31/2023 |
LMBS | 260 | $13 | 12/31/2023 |
Bank of Montreal Can | 253 | $12 | 12/31/2023 |
LMBS | 253 | $12 | 12/31/2023 |
Sanctuary Wealth Management L.L.C. | 238 | $12 | 12/31/2023 |
LMBS | 238 | $12 | 12/31/2023 |
Team Financial Group LLC | 224 | $11 | 12/31/2023 |
LMBS | 224 | $11 | 12/31/2023 |
FWL Investment Management LLC | 183 | $9 | 12/31/2023 |
LMBS | 183 | $9 | 12/31/2023 |
Richardson Financial Services Inc. | 161 | $8 | 12/31/2023 |
LMBS | 161 | $8 | 12/31/2023 |
Scarborough Advisors LLC | 110 | $5 | 12/31/2023 |
LMBS | 110 | $5 | 12/31/2023 |
Hexagon Capital Partners LLC | 56 | $3 | 03/31/2024 |
LMBS | 56 | $3 | 03/31/2024 |
Huntington National Bank | 57 | $3 | 12/31/2023 |
LMBS | 57 | $3 | 12/31/2023 |
McIlrath & Eck LLC | 62 | $3 | 12/31/2023 |
LMBS | 62 | $3 | 12/31/2023 |
Tradition Wealth Management LLC | 57 | $3 | 12/31/2023 |
LMBS | 57 | $3 | 12/31/2023 |
Caitlin John LLC | 41 | $2 | 12/31/2023 |
LMBS | 41 | $2 | 12/31/2023 |
PSI Advisors LLC | 24 | $1 | 03/31/2024 |
LMBS | 24 | $1 | 03/31/2024 |
Financial Gravity Asset Management Inc. | 13 | $1 | 12/31/2023 |
LMBS | 13 | $1 | 12/31/2023 |
Sound Income Strategies LLC | 0 | $0 | 03/31/2024 |
LMBS | 0 | $0 | 03/31/2024 |
Mendota Financial Group LLC | 0 | $0 | 03/31/2024 |
LMBS | 0 | $0 | 03/31/2024 |
FMR LLC | 2 | $0 | 12/31/2023 |
LMBS | 2 | $0 | 12/31/2023 |
Clear Street Markets LLC | 1 | $0 | 12/31/2023 |
LMBS | 1 | $0 | 12/31/2023 |
Northwest Financial Advisors | 0 | $0 | 12/31/2023 |
LMBS | 0 | $0 | 12/31/2023 |
Citadel Advisors LLC | 5,600 | $-58 | 12/31/2023 |
Put | 6,800 | $329 | 12/31/2023 |
Call | 5,600 | $271 | 12/31/2023 |
See Summary: Institutional Holders of LMBS
See Details: Top 10 Hedge Funds Holding LMBS
Also See: LMBS Holdings Changes
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