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LFT

Lument Finance Trust

Name Holding Trade Value Shares
Change
Change in
Stake
EP
51
Essential Partners
California
$1K +$1.07K +79 +7,900%
C
52
Covestor
United Kingdom
$1K +$230 +17 +44%
EverSource Wealth Advisors
53
EverSource Wealth Advisors
Alabama
$342 +$311 +23 +575%
TFA
54
Transamerica Financial Advisors
Florida
$106 +$108 +8 New
Allworth Financial
55
Allworth Financial
California
$82 +$81 +6 +600%
IFP Advisors
56
IFP Advisors
Florida
$63 +$27 +2 +67%
Arax Advisory Partners
57
Arax Advisory Partners
Colorado
$34 – – –
TWD
58
True Wealth Design
Ohio
$29 +$27 +2 New
SS
59
Sunbelt Securities
Texas
$24 +$14 +1 +100%
RIL
60
Rothschild Investment LLC
Illinois
$19 +$27 +2 New
Farther Finance Advisors
61
Farther Finance Advisors
California
$11 +$14 +1 New
MAI Capital Management
62
MAI Capital Management
Ohio
$9 +$14 +1 New
CIAM
63
Caitong International Asset Management
Hong Kong
$3 – – –
SIC
64
SJS Investment Consulting
Ohio
$3 – – –
PAIM
65
Punch & Associates Investment Management
Minnesota
– -$377K -26,716 Closed
Jane Street
66
Jane Street
New York
– -$139K -9,853 Closed
Nuveen
67
Nuveen
North Carolina
– -$82.2K -5,827 Closed
JWCA
68
J.W. Cole Advisors
Florida
– -$59.1K -4,194 Closed
Raymond James Financial
69
Raymond James Financial
Florida
– -$24.9K -1,763 Closed
AT
70
Arlington Trust
Alabama
– -$15.5K -1,100 Closed
IA
71
Integrity Alliance
Iowa
– -$15.1K -1,071 Closed
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
– -$3.92K -278 Closed
Amalgamated Bank
73
Amalgamated Bank
New York
– -$2K -143 Closed