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Lemonade

Name Holding Trade Value Shares
Change
Change in
Stake
Geneos Wealth Management
151
Geneos Wealth Management
Colorado
$2.21K -$9.25K -550 -80%
LF
152
LifeSteps Financial
California
$2.17K +$2.22K +132 New
CHA
153
Carmichael Hill & Associates
Maryland
$2.04K – – –
CTWM
154
Cherry Tree Wealth Management
Minnesota
$2.02K +$2.07K +123 New
Russell Investments Group
155
Russell Investments Group
United Kingdom
$1.95K -$14.2K -846 -88%
CIBC Private Wealth Group
156
CIBC Private Wealth Group
Georgia
$1.87K +$1.9K +113 New
CB
157
CNB Bank
Pennsylvania
$1.64K – – –
GIA
158
GHP Investment Advisors
Colorado
$1.64K – – –
SIS
159
Sound Income Strategies
Florida
$1.64K – – –
MIM
160
Macroview Investment Management
Maryland
$1.64K +$1.68K +100 New
FMB
161
Field & Main Bank
Kentucky
$1.64K – – –
AWM
162
Activest Wealth Management
Florida
$1.61K – – –
GAMMA Investing
163
GAMMA Investing
California
$1.57K +$1.21K +72 +300%
CWM
164
CarsonAllaria Wealth Management
Illinois
$1.46K +$1.5K +89 New
Allworth Financial
165
Allworth Financial
California
$1.43K +$168 +10 +13%
OA
166
Operose Advisors
Wisconsin
$1.31K – – –
PMFA
167
Plante Moran Financial Advisors
Michigan
$1.15K +$1.18K +70 New
SS
168
Sunbelt Securities
Texas
$1.07K -$1.06K -63 -49%
MLA
169
MB, Levis & Associates
Pennsylvania
$985 – – –
MassMutual Private Wealth & Trust
170
MassMutual Private Wealth & Trust
Connecticut
$968 +$672 +40 +211%
Parallel Advisors
171
Parallel Advisors
California
$935 – – –
EverSource Wealth Advisors
172
EverSource Wealth Advisors
Alabama
$896 -$538 -32 -38%
Spire Wealth Management
173
Spire Wealth Management
Virginia
$886 -$67 -4 -7%
CMA
174
Cedar Mountain Advisors
Oregon
$821 – – –
PWMG
175
Prestige Wealth Management Group
New Jersey
$821 – – –