We are live on ! Find out more
LMND icon

Lemonade

Name Holding Trade Value Shares
Change
Change in
Stake
CA
301
Continuum Advisory
Idaho
$2.54K +$2.28K +39 New
LF
302
LifeSteps Financial
California
$2.08K +$1.87K +32 New
HFS
303
Horizon Financial Services
North Carolina
$1.95K – – –
Huntington National Bank
304
Huntington National Bank
Ohio
$1.95K – – –
AIM
305
Anchor Investment Management
South Carolina
$1.95K +$1.75K +30 New
GIA
306
GHP Investment Advisors
Colorado
$1.63K – – –
CWM
307
Copia Wealth Management
Oregon
$1.63K – – –
GSWM
308
Golden State Wealth Management
California
$1.63K – – –
HHCP
309
Hilton Head Capital Partners
South Carolina
$1.63K – – –
TM
310
Torren Management
California
$1.63K – – –
Blue Trust Inc
311
Blue Trust Inc
Georgia
$1.5K -$234 -4 -15%
NSIM
312
North Star Investment Management
Illinois
$1.3K – – –
SWAG
313
Spectrum Wealth Advisory Group
California
$1.3K +$1.17K +20 New
MassMutual Private Wealth & Trust
314
MassMutual Private Wealth & Trust
Connecticut
$1.24K – – –
FFO
315
Fortitude Family Office
Arizona
$1.11K – – –
IAS
316
IMA Advisory Services
Colorado
$1.04K +$936 +16 New
PS
317
PayPay Securities
Japan
$976 – – –
WIM
318
Westside Investment Management
California
$976 – – –
TCM
319
Timbuktu Capital Management
Massachusetts
$846 +$760 +13 New
TFA
320
Transamerica Financial Advisors
Florida
$845 +$760 +13 New
BFS
321
Bare Financial Services
Pennsylvania
$781 -$409 -7 -37%
TD Private Client Wealth
322
TD Private Client Wealth
New York
$716 – – –
AssetMark Inc
323
AssetMark Inc
California
$651 -$760 -13 -57%
Atlantic Union Bankshares
324
Atlantic Union Bankshares
Virginia
$651 – – –
WWM
325
Wolff Wiese Magana
California
$586 – – –