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 Stanley13,547,687$645,818 06/30/2023
     LMBS13,547,687$645,818 06/30/2023
LPL Financial LLC6,614,407$315,309 06/30/2023
     LMBS6,614,407$315,309 06/30/2023
Wells Fargo & Company MN4,190,810$199,776 06/30/2023
     LMBS4,190,810$199,776 06/30/2023
UBS Group AG3,665,470$174,733 06/30/2023
     LMBS3,665,470$174,733 06/30/2023
Raymond James Financial Services Advisors Inc.2,236,905$106,633 06/30/2023
     LMBS2,236,905$106,633 06/30/2023
Royal Bank of Canada1,762,178$84,002 06/30/2023
     LMBS1,762,178$84,002 06/30/2023
Bank of America Corp DE1,690,365$80,580 06/30/2023
     LMBS1,690,365$80,580 06/30/2023
J Arnold Wealth Management Co1,667,786$79,503 06/30/2023
     LMBS1,667,786$79,503 06/30/2023
Envestnet Asset Management Inc.1,656,208$78,951 06/30/2023
     LMBS1,656,208$78,951 06/30/2023
First Trust Advisors LP1,439,145$68,604 06/30/2023
     LMBS1,439,145$68,604 06/30/2023
Raymond James & Associates1,415,378$67,471 06/30/2023
     LMBS1,415,378$67,471 06/30/2023
Cetera Investment Advisers1,329,496$63,377 06/30/2023
     LMBS1,329,496$63,377 06/30/2023
Advisor Group Holdings Inc.1,229,251$58,588 06/30/2023
     LMBS1,229,251$58,588 06/30/2023
Stifel Financial Corp1,114,611$53,134 06/30/2023
     LMBS1,114,611$53,134 06/30/2023
Commonwealth Equity Services LLC762,325$36,340 06/30/2023
     LMBS762,325$36,340 06/30/2023
Truist Financial Corp641,598$30,585 06/30/2023
     LMBS641,598$30,585 06/30/2023
American Financial Advisors LLC553,369$26,379 06/30/2023
     LMBS553,369$26,379 06/30/2023
Berger Financial Group Inc532,671$25,392 06/30/2023
     LMBS532,671$25,392 06/30/2023
Bank of Montreal Can517,385$24,767 06/30/2023
     LMBS517,385$24,767 06/30/2023
Cetera Advisor Networks LLC515,707$24,584 06/30/2023
     LMBS515,707$24,584 06/30/2023
BlueCrest Capital Management Ltd489,637$23,341 06/30/2023
     LMBS489,637$23,341 06/30/2023
SRS Capital Advisors Inc.483,591$23,053 06/30/2023
     LMBS483,591$23,053 06/30/2023
Searcy Financial Services Inc. ADV469,173$22,365 06/30/2023
     LMBS469,173$22,365 06/30/2023
Petix & Botte Co461,714$22,010 06/30/2023
     LMBS461,714$22,010 06/30/2023
Cambridge Investment Research Advisors Inc.456,277$21,751 06/30/2023
     LMBS456,277$21,751 06/30/2023
Csenge Advisory Group452,948$21,592 06/30/2023
     LMBS452,948$21,592 06/30/2023
IFP Advisors Inc429,448$20,472 06/30/2023
     LMBS429,448$20,472 06/30/2023
Stephens Inc. AR416,307$19,845 06/30/2023
     LMBS416,307$19,845 06/30/2023
Inspirion Wealth Advisors LLC407,659$19,433 06/30/2023
     LMBS407,659$19,433 06/30/2023
AE Wealth Management LLC405,985$19,353 06/30/2023
     LMBS405,985$19,353 06/30/2023
HighTower Advisors LLC391,200$18,654 06/30/2023
     LMBS391,200$18,654 06/30/2023
Walkner Condon Financial Advisors LLC364,295$17,366 06/30/2023
     LMBS364,295$17,366 06/30/2023
United Capital Financial Advisers LLC348,873$16,631 06/30/2023
     LMBS348,873$16,631 06/30/2023
Financial Enhancement Group LLC341,113$16,230 06/30/2023
     LMBS341,113$16,230 06/30/2023
Obermeyer Wood Investment Counsel Lllp338,815$16,151 06/30/2023
     LMBS338,815$16,151 06/30/2023
Clifford Swan Investment Counsel LLC322,398$15,369 06/30/2023
     LMBS322,398$15,369 06/30/2023
Legacy Private Trust Co.318,945$15,204 06/30/2023
     LMBS318,945$15,204 06/30/2023
Private Advisor Group LLC314,387$14,987 06/30/2023
     LMBS314,387$14,987 06/30/2023
TD Capital Management LLC311,704$14,859 06/30/2023
     LMBS311,704$14,859 06/30/2023
Northwestern Mutual Wealth Management Co.309,317$14,745 06/30/2023
     LMBS309,317$14,745 06/30/2023
ERn Financial LLC292,122$13,925 06/30/2023
     LMBS292,122$13,925 06/30/2023
TL Private Wealth292,949$13,906 06/30/2023
     LMBS292,949$13,906 06/30/2023
Weitzel Financial Services Inc.285,367$13,603 06/30/2023
     LMBS285,367$13,603 06/30/2023
Condor Capital Management278,643$13,283 06/30/2023
     LMBS278,643$13,283 06/30/2023
GWM Advisors LLC271,570$12,946 06/30/2023
     LMBS271,570$12,946 06/30/2023
Kestra Advisory Services LLC266,922$12,724 06/30/2023
     LMBS266,922$12,724 06/30/2023
Baird Financial Group Inc.266,006$12,681 06/30/2023
     LMBS266,006$12,681 06/30/2023
Darwin Advisors LLC265,922$12,642 06/30/2023
     LMBS265,922$12,642 06/30/2023
Sigma Planning Corp249,000$11,870 06/30/2023
     LMBS249,000$11,870 06/30/2023
Financial Planning & Information Services Inc.247,609$11,804 06/30/2023
     LMBS247,609$11,804 06/30/2023
TBH Global Asset Management LLC242,708$11,570 06/30/2023
     LMBS242,708$11,570 06/30/2023
Kestra Private Wealth Services LLC238,833$11,385 06/30/2023
     LMBS238,833$11,385 06/30/2023
Personal Resources Investment & Strategic Management Inc.235,379$11,221 06/30/2023
     LMBS235,379$11,221 06/30/2023
Stratos Wealth Advisors LLC230,208$10,974 06/30/2023
     LMBS230,208$10,974 06/30/2023
Janney Montgomery Scott LLC229,943$10,961 06/30/2023
     LMBS229,943$10,961 06/30/2023
Clear Creek Financial Management LLC229,034$10,918 06/30/2023
     LMBS229,034$10,918 06/30/2023
Renaissance Technologies LLC218,300$10,406 06/30/2023
     LMBS218,300$10,406 06/30/2023
Harbour Investments Inc.216,530$10,322 06/30/2023
     LMBS216,530$10,322 06/30/2023
Jane Street Group LLC206,940$9,865 06/30/2023
     LMBS206,940$9,865 06/30/2023
Capital Financial Planning LLC198,039$9,440 06/30/2023
     LMBS198,039$9,440 06/30/2023
RiverTree Advisors LLC190,112$9,063 06/30/2023
     LMBS190,112$9,063 06/30/2023
EWG Elevate Inc.188,384$8,980 06/30/2023
     LMBS188,384$8,980 06/30/2023
MML Investors Services LLC182,394$8,695 06/30/2023
     LMBS182,394$8,695 06/30/2023
HBK Sorce Advisory LLC181,071$8,632 06/30/2023
     LMBS181,071$8,632 06/30/2023
Avantax Advisory Services Inc.166,733$7,948 06/30/2023
     LMBS166,733$7,948 06/30/2023
Miracle Mile Advisors LLC163,019$7,771 06/30/2023
     LMBS163,019$7,771 06/30/2023
Harvest Group Wealth Management LLC158,767$7,600 03/31/2023
     LMBS158,767$7,600 03/31/2023
Atlas Private Wealth Management153,662$7,325 06/30/2023
     LMBS153,662$7,325 06/30/2023
D.A. Davidson & CO.153,490$7,317 06/30/2023
     LMBS153,490$7,317 06/30/2023
Nilsine Partners LLC146,913$7,003 06/30/2023
     LMBS146,913$7,003 06/30/2023
LexAurum Advisors LLC142,978$6,816 06/30/2023
     LMBS142,978$6,816 06/30/2023
SSI Investment Management LLC142,563$6,796 06/30/2023
     LMBS142,563$6,796 06/30/2023
Atria Wealth Solutions Inc.132,502$6,316 06/30/2023
     LMBS132,502$6,316 06/30/2023
Grove Bank & Trust127,050$6,056 06/30/2023
     LMBS127,050$6,056 06/30/2023
Stratos Wealth Partners LTD.126,047$6,009 06/30/2023
     LMBS126,047$6,009 06/30/2023
Bellevue Asset Management LLC123,433$5,884 06/30/2023
     LMBS123,433$5,884 06/30/2023
Morris Retirement Advisors LLC121,011$5,769 06/30/2023
     LMBS121,011$5,769 06/30/2023
Keystone Financial Group119,703$5,706 06/30/2023
     LMBS119,703$5,706 06/30/2023
Snowden Capital Advisors LLC115,686$5,515 06/30/2023
     LMBS115,686$5,515 06/30/2023
Financial Advocates Investment Management112,066$5,342 06/30/2023
     LMBS112,066$5,342 06/30/2023
Independent Advisor Alliance111,311$5,306 06/30/2023
     LMBS111,311$5,306 06/30/2023
Lunt Capital Management Inc.107,937$5,145 06/30/2023
     LMBS107,937$5,145 06/30/2023
Dominguez Wealth Management Solutions Inc.106,896$5,096 06/30/2023
     LMBS106,896$5,096 06/30/2023
Kingsview Wealth Management LLC104,271$4,971 06/30/2023
     LMBS104,271$4,971 06/30/2023
Oppenheimer & Co. Inc.101,028$4,816 06/30/2023
     LMBS101,028$4,816 06/30/2023
Ameritas Advisory Services LLC99,799$4,722 06/30/2023
     LMBS99,799$4,722 06/30/2023
Integrated Wealth Concepts LLC98,447$4,693 06/30/2023
     LMBS98,447$4,693 06/30/2023
Connectus Wealth LLC98,191$4,681 06/30/2023
     LMBS98,191$4,681 06/30/2023
Cypress Capital Group95,205$4,538 06/30/2023
     LMBS95,205$4,538 06/30/2023
Alpha Financial Advisors LLC95,188$4,538 06/30/2023
     LMBS95,188$4,538 06/30/2023
Ameritas Investment Partners Inc.94,582$4,509 06/30/2023
     LMBS94,582$4,509 06/30/2023
Vivaldi Capital Management LLC92,848$4,426 06/30/2023
     LMBS92,848$4,426 06/30/2023
Citigroup Inc.92,800$4,424 06/30/2023
     LMBS92,800$4,424 06/30/2023
TCP Asset Management LLC92,773$4,422 06/30/2023
     LMBS92,773$4,422 06/30/2023
3D L Capital Management LLC89,376$4,261 06/30/2023
     LMBS89,376$4,261 06/30/2023
Midwest Financial Group LLC86,751$4,135 06/30/2023
     LMBS86,751$4,135 06/30/2023
Migdal Insurance & Financial Holdings Ltd.86,616$4,130 06/30/2023
     LMBS86,616$4,130 06/30/2023
Flaharty Asset Management LLC84,242$4,016 06/30/2023
     LMBS84,242$4,016 06/30/2023
Prospera Financial Services Inc83,533$3,983 06/30/2023
     LMBS83,533$3,983 06/30/2023
True Link Financial Advisors LLC82,652$3,940 06/30/2023
     LMBS82,652$3,940 06/30/2023
Cerity Partners LLC82,254$3,922 06/30/2023
     LMBS82,254$3,922 06/30/2023
Triumph Capital Management79,818$3,805 06/30/2023
     LMBS79,818$3,805 06/30/2023
Cottonwood Capital Advisors LLC79,661$3,797 06/30/2023
     LMBS79,661$3,797 06/30/2023
Financial Gravity Asset Management Inc.48$3,704 06/30/2023
     LMBS48$3,704 06/30/2023
Mariner LLC77,220$3,681 06/30/2023
     LMBS77,220$3,681 06/30/2023
Mach 1 Financial Group Inc.75,068$3,579 06/30/2023
     LMBS75,068$3,579 06/30/2023
James J. Burns & Company LLC74,838$3,567 06/30/2023
     LMBS74,838$3,567 06/30/2023
Visionary Wealth Advisors74,730$3,562 06/30/2023
     LMBS74,730$3,562 06/30/2023
Prime Capital Investment Advisors LLC74,218$3,538 06/30/2023
     LMBS74,218$3,538 06/30/2023
Arkadios Wealth Advisors72,777$3,469 06/30/2023
     LMBS72,777$3,469 06/30/2023
RWM Asset Management LLC70,895$3,383 06/30/2023
     LMBS70,895$3,383 06/30/2023
SignalPoint Asset Management LLC70,206$3,347 06/30/2023
     LMBS70,206$3,347 06/30/2023
TAP Consulting LLC67,072$3,197 06/30/2023
     LMBS67,072$3,197 06/30/2023
Advisory Services Network LLC65,238$3,110 06/30/2023
     LMBS65,238$3,110 06/30/2023
SILVER OAK SECURITIES Inc64,912$3,094 06/30/2023
     LMBS64,912$3,094 06/30/2023
Atria Investments LLC61,087$2,912 06/30/2023
     LMBS61,087$2,912 06/30/2023
DAVENPORT & Co LLC60,243$2,872 06/30/2023
     LMBS60,243$2,872 06/30/2023
Foundations Investment Advisors LLC59,955$2,858 06/30/2023
     LMBS59,955$2,858 06/30/2023
Mainsail Financial Group LLC59,422$2,833 06/30/2023
     LMBS59,422$2,833 06/30/2023
Wedbush Securities Inc.59,356$2,829 06/30/2023
     LMBS59,356$2,829 06/30/2023
StoneX Group Inc.57,871$2,759 06/30/2023
     LMBS57,871$2,759 06/30/2023
Good Life Advisors LLC57,110$2,722 06/30/2023
     LMBS57,110$2,722 06/30/2023
Capital Market Strategies LLC56,547$2,696 06/30/2023
     LMBS56,547$2,696 06/30/2023
Regal Investment Advisors LLC54,539$2,600 06/30/2023
     LMBS54,539$2,600 06/30/2023
Cornell Pochily Investment Advisors Inc.54,207$2,584 06/30/2023
     LMBS54,207$2,584 06/30/2023
Arete Wealth Advisors LLC53,835$2,566 06/30/2023
     LMBS53,835$2,566 06/30/2023
Rockefeller Capital Management L.P.53,071$2,530 06/30/2023
     LMBS53,071$2,530 06/30/2023
Virtue Capital Management LLC52,694$2,503 06/30/2023
     LMBS52,694$2,503 06/30/2023
Friedenthal Financial50,096$2,388 06/30/2023
     LMBS50,096$2,388 06/30/2023
RFG Advisory LLC50,031$2,385 06/30/2023
     LMBS50,031$2,385 06/30/2023
Wintrust Investments LLC49,975$2,382 06/30/2023
     LMBS49,975$2,382 06/30/2023
Centennial Wealth Advisory LLC49,365$2,353 06/30/2023
     LMBS49,365$2,353 06/30/2023
Bank of New York Mellon Corp48,827$2,328 06/30/2023
     LMBS48,827$2,328 06/30/2023
Chicago Partners Investment Group LLC47,202$2,246 06/30/2023
     LMBS47,202$2,246 06/30/2023
NewEdge Wealth LLC46,446$2,214 06/30/2023
     LMBS46,446$2,214 06/30/2023
First Hawaiian Bank45,725$2,180 06/30/2023
     LMBS45,725$2,180 06/30/2023
Beacon Financial Group45,192$2,159 06/30/2023
     LMBS45,192$2,159 06/30/2023
Wealthcare Advisory Partners LLC44,459$2,119 06/30/2023
     LMBS44,459$2,119 06/30/2023
FSB Premier Wealth Management Inc.43,800$2,088 06/30/2023
     LMBS43,800$2,088 06/30/2023
Mercer Global Advisors Inc. ADV43,765$2,086 06/30/2023
     LMBS43,765$2,086 06/30/2023
Cetera Advisors LLC43,564$2,077 06/30/2023
     LMBS43,564$2,077 06/30/2023
Stockman Wealth Management Inc.43,157$2,057 06/30/2023
     LMBS43,157$2,057 06/30/2023
Wealth Effects LLC43,083$2,054 06/30/2023
     LMBS43,083$2,054 06/30/2023
Elevated Capital Advisors LLC43,050$2,052 06/30/2023
     LMBS43,050$2,052 06/30/2023
Win Advisors Inc.52,321$2,006 06/30/2023
     LMBS52,321$2,006 06/30/2023
BerganKDV Wealth Management LLC40,566$1,934 06/30/2023
     LMBS40,566$1,934 06/30/2023
Laidlaw Wealth Management LLC40,404$1,926 06/30/2023
     LMBS40,404$1,926 06/30/2023
Sage Advisory Services Ltd.Co.40,254$1,919 06/30/2023
     LMBS40,254$1,919 06/30/2023
Ascension Capital Advisors Inc.40,229$1,918 06/30/2023
     LMBS40,229$1,918 06/30/2023
Legacy Capital Wealth Partners LLC39,833$1,899 06/30/2023
     LMBS39,833$1,899 06/30/2023
Beacon Pointe Advisors LLC38,898$1,854 06/30/2023
     LMBS38,898$1,854 06/30/2023
Wagner Wealth Management LLC38,413$1,831 06/30/2023
     LMBS38,413$1,831 06/30/2023
Susquehanna International Group LLP37,984$1,811 06/30/2023
     LMBS37,984$1,811 06/30/2023
Richard W. Paul & Associates LLC37,529$1,789 06/30/2023
     LMBS37,529$1,789 06/30/2023
Mutual Advisors LLC36,848$1,757 06/30/2023
     LMBS36,848$1,757 06/30/2023
Colonial River Wealth Management LLC36,521$1,741 06/30/2023
     LMBS36,521$1,741 06/30/2023
Park Avenue Securities LLC34,866$1,662 06/30/2023
     LMBS34,866$1,662 06/30/2023
OneAscent Wealth Management LLC34,285$1,634 06/30/2023
     LMBS34,285$1,634 06/30/2023
Ifrah Financial Services Inc.33,775$1,610 06/30/2023
     LMBS33,775$1,610 06/30/2023
Integrated Advisors Network LLC33,586$1,601 06/30/2023
     LMBS33,586$1,601 06/30/2023
Imprint Wealth LLC33,367$1,591 06/30/2023
     LMBS33,367$1,591 06/30/2023
Nations Financial Group Inc. IA ADV32,982$1,572 06/30/2023
     LMBS32,982$1,572 06/30/2023
626 Financial LLC32,742$1,561 06/30/2023
     LMBS32,742$1,561 06/30/2023
Householder Group Estate & Retirement Specialist LLC32,462$1,554 03/31/2023
     LMBS32,462$1,554 03/31/2023
Benjamin F. Edwards & Company Inc.32,078$1,529 06/30/2023
     LMBS32,078$1,529 06/30/2023
Perennial Investment Advisors LLC31,730$1,513 06/30/2023
     LMBS31,730$1,513 06/30/2023
Cranbrook Wealth Management LLC31,033$1,479 06/30/2023
     LMBS31,033$1,479 06/30/2023
Orion Portfolio Solutions LLC30,459$1,452 06/30/2023
     LMBS30,459$1,452 06/30/2023
National Wealth Management Group LLC30,085$1,436 06/30/2023
     LMBS30,085$1,436 06/30/2023
Eldridge Investment Advisors Inc.29,840$1,422 06/30/2023
     LMBS29,840$1,422 06/30/2023
Kovack Advisors Inc.28,892$1,377 06/30/2023
     LMBS28,892$1,377 06/30/2023
Blair William & Co. IL28,649$1,366 06/30/2023
     LMBS28,649$1,366 06/30/2023
Bigelow Investment Advisors LLC28,290$1,349 06/30/2023
     LMBS28,290$1,349 06/30/2023
Global Assets Advisory LLC27,659$1,319 06/30/2023
     LMBS27,659$1,319 06/30/2023
Barrett & Company Inc.26,651$1,270 06/30/2023
     LMBS26,651$1,270 06/30/2023
Moneywise Inc.25,907$1,235 06/30/2023
     LMBS25,907$1,235 06/30/2023
Private Trust Co. NA25,765$1,228 06/30/2023
     LMBS25,765$1,228 06/30/2023
IHT Wealth Management LLC25,052$1,194 06/30/2023
     LMBS25,052$1,194 06/30/2023
AIFG Consultants Ltd.24,863$1,185 06/30/2023
     LMBS24,863$1,185 06/30/2023
Steward Partners Investment Advisory LLC24,402$1,163 06/30/2023
     LMBS24,402$1,163 06/30/2023
Cresset Asset Management LLC24,135$1,151 06/30/2023
     LMBS24,135$1,151 06/30/2023
Assetmark Inc.23,996$1,144 06/30/2023
     LMBS23,996$1,144 06/30/2023
Capital Analysts LLC23,336$1,112 06/30/2023
     LMBS23,336$1,112 06/30/2023
Concentrum Wealth Management22,634$1,079 06/30/2023
     LMBS22,634$1,079 06/30/2023
Lincoln National Corp22,457$1,071 06/30/2023
     LMBS22,457$1,071 06/30/2023
Raymond James Trust N.A.22,457$1,071 06/30/2023
     LMBS22,457$1,071 06/30/2023
Gladstone Institutional Advisory LLC22,389$1,067 06/30/2023
     LMBS22,389$1,067 06/30/2023
ICA Group Wealth Management LLC21,965$1,047 06/30/2023
     LMBS21,965$1,047 06/30/2023
Mattern Wealth Management LLC21,782$1,038 06/30/2023
     LMBS21,782$1,038 06/30/2023
Endowment Wealth Management Inc.21,415$1,021 06/30/2023
     LMBS21,415$1,021 06/30/2023
Eqis Capital Management Inc.21,229$1,012 06/30/2023
     LMBS21,229$1,012 06/30/2023
First Horizon Advisors Inc.20,775$990 06/30/2023
     LMBS20,775$990 06/30/2023
Pine Valley Investments Ltd Liability Co20,647$984 06/30/2023
     LMBS20,647$984 06/30/2023
Strategic Blueprint LLC20,420$978 03/31/2023
     LMBS20,420$978 03/31/2023
National Asset Management Inc.20,207$963 06/30/2023
     LMBS20,207$963 06/30/2023
Trilogy Capital Inc.20,128$961 06/30/2023
     LMBS20,128$961 06/30/2023
Dfpg Investments LLC19,930$955 06/30/2023
     LMBS19,930$955 06/30/2023
KMG Fiduciary Partners LLC19,974$952 06/30/2023
     LMBS19,974$952 06/30/2023
Rede Wealth LLC19,630$936 06/30/2023
     LMBS19,630$936 06/30/2023
US Bancorp DE19,364$923 06/30/2023
     LMBS19,364$923 06/30/2023
Patten Group Inc.19,145$913 06/30/2023
     LMBS19,145$913 06/30/2023
Abbot Financial Management Inc.19,105$911 06/30/2023
     LMBS19,105$911 06/30/2023
Level Four Advisory Services LLC18,931$902 06/30/2023
     LMBS18,931$902 06/30/2023
City Holding Co.18,420$878 06/30/2023
     LMBS18,420$878 06/30/2023
Ballew Advisors Inc18,276$869 06/30/2023
     LMBS18,276$869 06/30/2023
Towerpoint Wealth LLC18,036$860 06/30/2023
     LMBS18,036$860 06/30/2023
TrueWealth Advisors LLC17,946$855 06/30/2023
     LMBS17,946$855 06/30/2023
Retirement Income Solutions Inc17,730$845 06/30/2023
     LMBS17,730$845 06/30/2023
Continuum Advisory LLC17,696$844 06/30/2023
     LMBS17,696$844 06/30/2023
Sargent Investment Group LLC17,572$838 06/30/2023
     LMBS17,572$838 06/30/2023
IFG Advisory LLC17,490$834 06/30/2023
     LMBS17,490$834 06/30/2023
Vishria Bird Financial Group LLC16,809$801 06/30/2023
     LMBS16,809$801 06/30/2023
Apollon Wealth Management LLC16,709$797 06/30/2023
     LMBS16,709$797 06/30/2023
J.W. Cole Advisors Inc.16,523$788 06/30/2023
     LMBS16,523$788 06/30/2023
Tanager Wealth Management LLP16,498$786 06/30/2023
     LMBS16,498$786 06/30/2023
OLD Mission Capital LLC16,395$782 06/30/2023
     LMBS16,395$782 06/30/2023
Global Retirement Partners LLC15,698$748 06/30/2023
     LMBS15,698$748 06/30/2023
Woodward Diversified Capital LLC15,526$740 06/30/2023
     LMBS15,526$740 06/30/2023
Gateway Wealth Partners LLC15,263$728 06/30/2023
     LMBS15,263$728 06/30/2023
Axxcess Wealth Management LLC15,249$727 06/30/2023
     LMBS15,249$727 06/30/2023
Hedeker Wealth LLC15,201$725 06/30/2023
     LMBS15,201$725 06/30/2023
Coppell Advisory Solutions LLC15,102$722 06/30/2023
     LMBS15,102$722 06/30/2023
Coppell Advisory Solutions Corp.15,049$719 03/31/2023
     LMBS15,049$719 03/31/2023
1776 Wealth LLC15,072$718 06/30/2023
     LMBS15,072$718 06/30/2023
Equitable Holdings Inc.14,439$688 06/30/2023
     LMBS14,439$688 06/30/2023
PFG Advisors14,274$680 06/30/2023
     LMBS14,274$680 06/30/2023
Wilbanks Smith & Thomas Asset Management LLC14,102$672 06/30/2023
     LMBS14,102$672 06/30/2023
Capital Investment Advisory Services LLC13,864$661 06/30/2023
     LMBS13,864$661 06/30/2023
Allworth Financial LP13,712$654 06/30/2023
     LMBS13,712$654 06/30/2023
First Heartland Consultants Inc.13,364$637 06/30/2023
     LMBS13,364$637 06/30/2023
AlphaMark Advisors LLC13,345$636 06/30/2023
     LMBS13,345$636 06/30/2023
Sovereign Financial Group Inc.13,263$632 06/30/2023
     LMBS13,263$632 06/30/2023
Holistic Financial Partners12,818$611 06/30/2023
     LMBS12,818$611 06/30/2023
Ausdal Financial Partners Inc.12,513$597 06/30/2023
     LMBS12,513$597 06/30/2023
Acorn Wealth Advisors LLC12,453$594 06/30/2023
     LMBS12,453$594 06/30/2023
L.M. Kohn & Company12,120$578 06/30/2023
     LMBS12,120$578 06/30/2023
HRT Financial LP11,961$570 06/30/2023
     LMBS11,961$570 06/30/2023
SkyView Investment Advisors LLC11,853$565 06/30/2023
     LMBS11,853$565 06/30/2023
First Capital Advisors Group LLC.11,841$564 06/30/2023
     LMBS11,841$564 06/30/2023
Belpointe Asset Management LLC11,602$553 06/30/2023
     LMBS11,602$553 06/30/2023
Security Financial Services INC.11,489$548 06/30/2023
     LMBS11,489$548 06/30/2023
Mather Group LLC.11,466$547 06/30/2023
     LMBS11,466$547 06/30/2023
Laraway Financial Inc11,054$527 06/30/2023
     LMBS11,054$527 06/30/2023
O Connor Financial Group LLC10,817$516 06/30/2023
     LMBS10,817$516 06/30/2023
Proequities Inc.10,775$514 06/30/2023
     LMBS10,775$514 06/30/2023
FinTrust Capital Advisors LLC10,524$499 06/30/2023
     LMBS10,524$499 06/30/2023
Retirement Guys Formula LLC10,216$487 06/30/2023
     LMBS10,216$487 06/30/2023
Truadvice LLC10,195$486 06/30/2023
     LMBS10,195$486 06/30/2023
Chiron Capital Management LLC9,750$465 06/30/2023
     LMBS9,750$465 06/30/2023
Claro Advisors LLC9,516$454 06/30/2023
     LMBS9,516$454 06/30/2023
Creative Financial Designs Inc. ADV9,418$449 06/30/2023
     LMBS9,418$449 06/30/2023
Arlington Capital Management Inc.9,420$449 06/30/2023
     LMBS9,420$449 06/30/2023
Narwhal Capital Management9,406$448 06/30/2023
     LMBS9,406$448 06/30/2023
Herold Advisors Inc.9,160$437 06/30/2023
     LMBS9,160$437 06/30/2023
Pinnacle Family Advisors LLC48$427 06/30/2023
     LMBS48$427 06/30/2023
Family Legacy Inc.8,565$408 06/30/2023
     LMBS8,565$408 06/30/2023
Vestmark Advisory Solutions Inc.8,565$408 06/30/2023
     LMBS8,565$408 06/30/2023
Wiley BROS. Aintree Capital LLC10,318$406 06/30/2023
     LMBS10,318$406 06/30/2023
Clarus Wealth Advisors8,499$402 06/30/2023
     LMBS8,499$402 06/30/2023
Main Street Financial Solutions LLC8,272$394 06/30/2023
     LMBS8,272$394 06/30/2023
Avestar Capital LLC8,230$392 06/30/2023
     LMBS8,230$392 06/30/2023
Platform Technology Partners8,070$384 06/30/2023
     LMBS8,070$384 06/30/2023
Western Wealth Management LLC7,699$367 06/30/2023
     LMBS7,699$367 06/30/2023
Cambridge Advisors Inc.7,682$366 06/30/2023
     LMBS7,682$366 06/30/2023
Resources Investment Advisors LLC.7,612$363 06/30/2023
     LMBS7,612$363 06/30/2023
Alpha Omega Group Inc.7,569$361 06/30/2023
     LMBS7,569$361 06/30/2023
Northwest Wealth Management LLC7,523$359 06/30/2023
     LMBS7,523$359 06/30/2023
We Are One Seven LLC7,185$343 06/30/2023
     LMBS7,185$343 06/30/2023
Cornerstone Wealth Management LLC7,184$342 06/30/2023
     LMBS7,184$342 06/30/2023
GPS Wealth Strategies Group LLC7,108$339 06/30/2023
     LMBS7,108$339 06/30/2023
Larson Financial Group LLC7,028$335 06/30/2023
     LMBS7,028$335 06/30/2023
Sheets Smith Wealth Management6,700$319 06/30/2023
     LMBS6,700$319 06/30/2023
Castle Rock Wealth Management LLC6,680$317 06/30/2023
     LMBS6,680$317 06/30/2023
Harvest Investment Services LLC6,514$311 06/30/2023
     LMBS6,514$311 06/30/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC6,495$310 06/30/2023
     LMBS6,495$310 06/30/2023
Kowal Investment Group LLC6,479$309 06/30/2023
     LMBS6,479$309 06/30/2023
TruWealth Advisors LLC6,449$307 06/30/2023
     LMBS6,449$307 06/30/2023
Essex LLC6,441$307 06/30/2023
     LMBS6,441$307 06/30/2023
Citadel Advisors LLC $296 06/30/2023
     Call5,900$281 06/30/2023
     LMBS610$29 06/30/2023
     Put300$14 06/30/2023
TFG Advisers LLC6,218$296 06/30/2023
     LMBS6,218$296 06/30/2023
Gallacher Capital Management LLC6,152$293 06/30/2023
     LMBS6,152$293 06/30/2023
Daymark Wealth Partners LLC6,133$292 06/30/2023
     LMBS6,133$292 06/30/2023
Trexquant Investment LP5,952$284 06/30/2023
     LMBS5,952$284 06/30/2023
Tyler Stone Wealth Management5,927$283 06/30/2023
     LMBS5,927$283 06/30/2023
Shaker Investments LLC OH5,916$282 06/30/2023
     LMBS5,916$282 06/30/2023
EdgeRock Capital LLC5,882$280 06/30/2023
     LMBS5,882$280 06/30/2023
KC Investment Advisors LLC5,859$279 06/30/2023
     LMBS5,859$279 06/30/2023
West Michigan Advisors LLC5,828$278 06/30/2023
     LMBS5,828$278 06/30/2023
Warberg Asset Management LLC5,813$277 06/30/2023
     LMBS5,813$277 06/30/2023
Paul Damon & Associates Inc.5,638$269 06/30/2023
     LMBS5,638$269 06/30/2023
Arbor Capital Management Inc. ADV5,627$268 06/30/2023
     LMBS5,627$268 06/30/2023
Genesee Capital Advisors LLC5,580$266 06/30/2023
     LMBS5,580$266 06/30/2023
Concorde Asset Management LLC5,556$265 06/30/2023
     LMBS5,556$265 06/30/2023
Archer Investment Corp5,510$263 06/30/2023
     LMBS5,510$263 06/30/2023
Maripau Wealth Management LLC5,382$257 06/30/2023
     LMBS5,382$257 06/30/2023
Koshinski Asset Management Inc.5,360$256 06/30/2023
     LMBS5,360$256 06/30/2023
Peterson Financial Group Inc.5,254$250 06/30/2023
     LMBS5,254$250 06/30/2023
Whitaker Myers Wealth Managers LTD.5,234$250 06/30/2023
     LMBS5,234$250 06/30/2023
Wealthsource Partners LLC5,171$247 06/30/2023
     LMBS5,171$247 06/30/2023
Rathbone Brothers plc5,116$244 06/30/2023
     LMBS5,116$244 06/30/2023
Raab & Moskowitz Asset Management LLC5,079$242 06/30/2023
     LMBS5,079$242 06/30/2023
Thrivent Financial for Lutherans5,007$239 06/30/2023
     LMBS5,007$239 06/30/2023
Catalyst Wealth Management LLC4,861$233 03/31/2023
     LMBS4,861$233 03/31/2023
Cutter & CO Brokerage Inc.4,837$231 06/30/2023
     LMBS4,837$231 06/30/2023
Keystone Financial Services4,815$230 06/30/2023
     LMBS4,815$230 06/30/2023
True Capital Management4,800$230 03/31/2023
     LMBS4,800$230 03/31/2023
Sawtooth Solutions LLC4,793$229 06/30/2023
     LMBS4,793$229 06/30/2023
Jaffetilchin Investment Partners LLC4,737$226 06/30/2023
     LMBS4,737$226 06/30/2023
Intrua Financial LLC4,702$226 03/31/2023
     LMBS4,702$226 03/31/2023
EPG Wealth Management LLC4,703$224 06/30/2023
     LMBS4,703$224 06/30/2023
Lion Street Advisors LLC4,398$222 06/30/2023
     LMBS4,398$222 06/30/2023
Private Advisory Group LLC4,487$214 06/30/2023
     LMBS4,487$214 06/30/2023
The PNC Financial Services Group Inc.4,445$212 06/30/2023
     LMBS4,445$212 06/30/2023
Two Sigma Securities LLC4,404$210 06/30/2023
     LMBS4,404$210 06/30/2023
Townsquare Capital LLC4,282$205 03/31/2023
     LMBS4,282$205 03/31/2023
Mission Creek Capital Partners Inc.4,289$204 06/30/2023
     LMBS4,289$204 06/30/2023
Beacon Capital Management LLC4,216$201 06/30/2023
     LMBS4,216$201 06/30/2023
Plante Moran Financial Advisors LLC3,913$187 06/30/2023
     LMBS3,913$187 06/30/2023
Insight Inv LLC3,900$186 06/30/2023
     LMBS3,900$186 06/30/2023
Mendota Financial Group LLC3,402$162 06/30/2023
     LMBS3,402$162 06/30/2023
Raleigh Capital Management Inc.3,218$153 06/30/2023
     LMBS3,218$153 06/30/2023
CWM LLC3,153$150 06/30/2023
     LMBS3,153$150 06/30/2023
MTM Investment Management LLC3,098$148 06/30/2023
     LMBS3,098$148 06/30/2023
Coastal Investment Advisors Inc.2,828$135 06/30/2023
     LMBS2,828$135 06/30/2023
Aptus Capital Advisors LLC2,554$122 06/30/2023
     LMBS2,554$122 06/30/2023
Optimum Investment Advisors2,300$110 06/30/2023
     LMBS2,300$110 06/30/2023
Farther Finance Advisors LLC2,116$101 06/30/2023
     LMBS2,116$101 06/30/2023
Oliver Lagore Vanvalin Investment Group1,849$88 06/30/2023
     LMBS1,849$88 06/30/2023
Pinnacle Bank1,829$87 06/30/2023
     LMBS1,829$87 06/30/2023
AdvisorNet Financial Inc1,550$74 06/30/2023
     LMBS1,550$74 06/30/2023
Sunbelt Securities Inc.1,510$72 06/30/2023
     LMBS1,510$72 06/30/2023
Guardian Wealth Advisors LLC NC1,513$72 06/30/2023
     LMBS1,513$72 06/30/2023
Harbor Investment Advisory LLC1,390$66 06/30/2023
     LMBS1,390$66 06/30/2023
WealthShield Partners LLC1,322$63 06/30/2023
     LMBS1,322$63 06/30/2023
Tanglewood Legacy Advisors LLC1,330$63 06/30/2023
     LMBS1,330$63 06/30/2023
Tucker Asset Management LLC1,304$62 06/30/2023
     LMBS1,304$62 06/30/2023
WASHINGTON TRUST Co1,199$57 06/30/2023
     LMBS1,199$57 06/30/2023
Nordwand Advisors LLC1,078$51 06/30/2023
     LMBS1,078$51 06/30/2023
Gradient Investments LLC992$47 06/30/2023
     LMBS992$47 06/30/2023
Cary Street Partners Investment Advisory LLC989$47 06/30/2023
     LMBS989$47 06/30/2023
Tradition Wealth Management LLC864$41 06/30/2023
     LMBS864$41 06/30/2023
GeoWealth Management LLC808$38 06/30/2023
     LMBS808$38 06/30/2023
Ronald Blue Trust Inc.755$36 06/30/2023
     LMBS755$36 06/30/2023
Smithfield Trust Co.725$34 06/30/2023
     LMBS725$34 06/30/2023
Prostatis Group LLC25,122$25 06/30/2023
     LMBS25,122$25 06/30/2023
JPMorgan Chase & Co.500$24 06/30/2023
     LMBS500$24 06/30/2023
Spire Wealth Management439$21 06/30/2023
     LMBS439$21 06/30/2023
Sound Income Strategies LLC422$20 06/30/2023
     LMBS422$20 06/30/2023
Aspire Private Capital LLC414$20 06/30/2023
     LMBS414$20 06/30/2023
True Wealth Design LLC400$19 06/30/2023
     LMBS400$19 06/30/2023
Antonetti Capital Management LLC340$16 06/30/2023
     LMBS340$16 06/30/2023
Clearview Wealth Advisors LLC296$14 06/30/2023
     LMBS296$14 06/30/2023
Benjamin Edwards Inc.250$12 06/30/2023
     LMBS250$12 06/30/2023
Sanctuary Wealth Management L.L.C.238$11 06/30/2023
     LMBS238$11 06/30/2023
M&R Capital Management Inc.210$10 06/30/2023
     LMBS210$10 06/30/2023
Front Row Advisors LLC75$4 06/30/2023
     LMBS75$4 06/30/2023
Farmers & Merchants Investments Inc.58$3 06/30/2023
     LMBS58$3 06/30/2023
Stonebridge Capital Advisors LLC66$3 06/30/2023
     LMBS66$3 06/30/2023
McIlrath & Eck LLC65$3 06/30/2023
     LMBS65$3 06/30/2023
Centerpoint Advisors LLC56$3 06/30/2023
     LMBS56$3 06/30/2023
Hexagon Capital Partners LLC56$3 06/30/2023
     LMBS56$3 06/30/2023
Fiduciary Alliance LLC60$3 06/30/2023
     LMBS60$3 06/30/2023
FMR LLC12$1 06/30/2023
     LMBS12$1 06/30/2023
Tower Research Capital LLC TRC 21$1 06/30/2023
     LMBS21$1 06/30/2023
Horan Securities Inc.23$1 06/30/2023
     LMBS23$1 06/30/2023
PSI Advisors LLC24$1 06/30/2023
     LMBS24$1 06/30/2023
Huntington National Bank2$0 06/30/2023
     LMBS2$0 06/30/2023
Fairfield Bush & CO.10$0 06/30/2023
     LMBS10$0 06/30/2023
Ancora Advisors LLC10$0 06/30/2023
     LMBS10$0 06/30/2023
First Command Advisory Services Inc.48$0 06/30/2023
     LMBS48$0 06/30/2023

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

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