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Lakeland Financial Corp

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
226
Gilpin Wealth Management
Colorado
$58 +$59 +1 New
BHWM
227
Bay Harbor Wealth Management
Maryland
$57
TI
228
TrueMark Investments
Illinois
-$5.99M -93,375 Closed
NAAA
229
New Age Alpha Advisors
New York
-$1.53M -23,814 Closed
Pathstone Holdings
230
Pathstone Holdings
New Jersey
-$434K -6,759 Closed
BFC
231
Bedel Financial Consulting
Indiana
-$372K -5,800 Closed
GCP
232
GSA Capital Partners
United Kingdom
-$356K -5,548 Closed
Teacher Retirement System of Texas
233
Teacher Retirement System of Texas
Texas
-$303K -4,714 Closed
KeyBank National Association
234
KeyBank National Association
Ohio
-$266K -4,143 Closed
MWM
235
MGB Wealth Management
Texas
-$259K -4,027 Closed
Mariner
236
Mariner
Kansas
-$255K -3,973 Closed
VI
237
Versor Investments
New York
-$244K -3,800 Closed
SA
238
Sanctuary Advisors
Indiana
-$243K -3,789 Closed
FMC
239
First Merchants Corp
Indiana
-$225K -3,500 Closed
Commonwealth Equity Services
240
Commonwealth Equity Services
Massachusetts
-$214K -3,328 Closed
Bank of Montreal
241
Bank of Montreal
Ontario, Canada
-$201K -3,134 Closed
ASN
242
Advisory Services Network
Georgia
-$12.8K -199 Closed
MG
243
Mather Group
Illinois
-$11.7K -183 Closed
PS
244
Principal Securities
Iowa
-$11.4K -177 Closed
CA
245
Clearstead Advisors
Ohio
-$10.3K -161 Closed
GSWM
246
Golden State Wealth Management
California
-$5.97K -93 Closed
BBHC
247
Brown Brothers Harriman & Co
New York
-$5.65K -88 Closed
VCM
248
Versant Capital Management
Arizona
-$5.26K -82 Closed
MPWT
249
MassMutual Private Wealth & Trust
Connecticut
-$5.01K -78 Closed
WANY
250
Wealthspire Advisors (New York)
New York
-$3.66K -57 Closed