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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