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Lakeland Financial Corp

Name Holding Trade Value Shares
Change
Change in
Stake
FWA
226
FSC Wealth Advisors
New York
$912 – – –
JWA
227
JFS Wealth Advisors
Pennsylvania
$521 – – –
AWM
228
Abound Wealth Management
Tennessee
$196 -$65 -1 -25%
SIC
229
SJS Investment Consulting
Ohio
$196 – – –
BGAI
230
Bruce G. Allen Investments
Colorado
$195 – – –
LFG
231
Larson Financial Group
Missouri
$130 – – –
FFA
232
Farther Finance Advisors
California
$129 +$65 +1 +100%
MFG
233
Mendota Financial Group
Wisconsin
$66 +$65 +1 New
CA
234
Claris Advisors
Missouri
$65 +$65 +1 New
BTW
235
Boston Trust Walden
Massachusetts
– -$20.8M -337,721 Closed
NSIM
236
North Star Investment Management
Illinois
– -$475K -7,715 Closed
Pathstone Holdings
237
Pathstone Holdings
New Jersey
– -$372K -6,052 Closed
GIM
238
Goelzer Investment Management
Indiana
– -$365K -5,940 Closed
OR
239
Olympiad Research
Connecticut
– -$236K -3,844 Closed
PCM
240
Prelude Capital Management
New York
– -$227K -3,690 Closed
VF
241
Virtu Financial
New York
– -$214K -3,479 Closed
MML Investors Services
242
MML Investors Services
Massachusetts
– -$203K -3,300 Closed
CFG
243
CKW Financial Group
Hawaii
– -$192K -3,163 Closed
VAG
244
VisionPoint Advisory Group
Texas
– -$48K -781 Closed
CIBC Private Wealth Group
245
CIBC Private Wealth Group
Georgia
– -$9.65K -165 Closed
OWA
246
Opal Wealth Advisors
New York
– -$8.43K -137 Closed
OC
247
Oakworth Capital
Alabama
– -$2.46K -40 Closed
Northwestern Mutual Wealth Management
248
Northwestern Mutual Wealth Management
Wisconsin
– -$2.34K -38 Closed
WIM
249
Westside Investment Management
California
– -$1.6K -26 Closed