News + Filings Key Docs Ownership
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LMBS (LMBS)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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MORGAN STANLEY
| 13,547,687 | -584,557 | 645,818,278,000 | 0.06 | |
Hist
| 06/30/2023 |
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LPL Financial LLC
| 6,023,175 | 421,934 | 288,329,379,000 | 0.22 | |
Hist
| 03/31/2023 |
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WELLS FARGO & COMPANY/MN
| 4,190,810 | -75,464 | 199,775,902,000 | 0.06 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 3,665,470 | -88,270 | 174,732,955,000 | 0.06 | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 2,159,303 | -396,331 | 102,373,401,000 | 0.21 | |
Hist
| 12/31/2022 |
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RAYMOND JAMES & ASSOCIATES
| 1,852,525 | -66,825 | 87,828,268,000 | 0.08 | |
Hist
| 12/31/2022 |
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ROYAL BANK OF CANADA
| 1,762,178 | 172,720 | 84,002,000,000 | 0.02 | |
Hist
| 06/30/2023 |
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BANK OF AMERICA CORP /DE/
| 1,690,365 | -209,521 | 80,579,683,000 | 0.01 | |
Hist
| 06/30/2023 |
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J Arnold Wealth Management Co
| 1,667,786 | 1,615,649 | 79,503,359,000 | 33.63 | |
Hist
| 06/30/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 1,656,208 | -134,922 | 78,951,411,000 | 0.03 | |
Hist
| 06/30/2023 |
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FIRST TRUST ADVISORS LP
| 1,439,145 | -171,269 | 68,604,042,000 | 0.08 | |
Hist
| 06/30/2023 |
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Cetera Investment Advisers
| 1,332,521 | 11,202 | 63,787,774,000 | 0.56 | |
Hist
| 03/31/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 1,229,251 | -161,514 | 58,587,934,000 | | |
Hist
| 06/30/2023 |
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STIFEL FINANCIAL CORP
| 1,114,611 | -18,166 | 53,134,058,000 | 0.07 | |
Hist
| 06/30/2023 |
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TRUIST FINANCIAL CORP
| 958,346 | -84,771 | 45,435,166,000 | 0.08 | |
Hist
| 12/31/2022 |
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Cetera Advisor Networks LLC
| 693,781 | -30,284 | 33,211,317,000 | 0.24 | |
Hist
| 03/31/2023 |
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American Financial Advisors, LLC
| 553,369 | -692 | 26,379,108,000 | 4.13 | |
Hist
| 06/30/2023 |
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Berger Financial Group, Inc
| 532,671 | 19,055 | 25,392,418,000 | 2.88 | |
Hist
| 06/30/2023 |
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BlueCrest Capital Management Ltd
| 489,637 | 444,996 | 23,340,996,000 | 0.78 | |
Hist
| 06/30/2023 |
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SRS Capital Advisors, Inc.
| 483,591 | 7,592 | 23,052,808,000 | 2.94 | |
Hist
| 06/30/2023 |
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Petix & Botte Co
| 461,714 | 254,387 | 22,009,824,000 | 6.83 | |
Hist
| 06/30/2023 |
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Csenge Advisory Group
| 437,037 | 51,069 | 20,920,985,000 | 1.51 | |
Hist
| 03/31/2023 |
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IFP Advisors, Inc
| 429,448 | 231,966 | 20,471,755,000 | | |
Hist
| 06/30/2023 |
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Private Advisor Group, LLC
| 418,596 | -75,885 | 20,038,180,000 | 0.19 | |
Hist
| 03/31/2023 |
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STEPHENS INC /AR/
| 416,307 | -387,017 | 19,845,355,000 | 0.36 | |
Hist
| 06/30/2023 |
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AE Wealth Management LLC
| 405,985 | -389,452 | 19,353,282,000 | 0.12 | |
Hist
| 06/30/2023 |
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HighTower Advisors, LLC
| 391,200 | -82,340 | 18,654,000,000 | 0.04 | |
Hist
| 06/30/2023 |
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Walkner Condon Financial Advisors LLC
| 372,680 | 367,969 | 18,243,000,000 | 5.19 | |
Hist
| 03/31/2022 |
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Financial Enhancement Group LLC
| 341,113 | -101,292 | 16,230,142,000 | 3.00 | |
Hist
| 06/30/2023 |
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OBERMEYER WOOD INVESTMENT COUNSEL, LLLP
| 338,253 | -4,751 | 16,214,431,000 | 1.21 | |
Hist
| 03/31/2023 |
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CLIFFORD SWAN INVESTMENT COUNSEL LLC
| 333,065 | -18,190 | 15,943,805,000 | 0.67 | |
Hist
| 03/31/2023 |
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Legacy Private Trust Co.
| 318,945 | 47,065 | 15,204,107,000 | 1.26 | |
Hist
| 06/30/2023 |
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TD Capital Management LLC
| 311,704 | 43,318 | 14,858,925,000 | 1.78 | |
Hist
| 06/30/2023 |
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NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
| 309,317 | 103,537 | 14,745,134,000 | 0.02 | |
Hist
| 06/30/2023 |
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TL Private Wealth
| 303,445 | 10,496 | 14,304,409,000 | 8.20 | |
Hist
| 09/30/2023 |
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