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Lemonade

Name Holding Trade Value Shares
Change
Change in
Stake
CoreCap Advisors
201
CoreCap Advisors
Michigan
$506 +$732 +37 New
PWMG
202
Prestige Wealth Management Group
New Jersey
$479 +$99 +5 +17%
GWS
203
Glassman Wealth Services
Virginia
$410 – – –
Whittier Trust
204
Whittier Trust
California
$396 – – –
CFD
205
Creative Financial Designs
Indiana
$356 – – –
GEA
206
Glen Eagle Advisors
New Jersey
$342 – – –
TCI Wealth Advisors
207
TCI Wealth Advisors
Arizona
$315 -$3.76K -190 -89%
Quadrant Capital Group
208
Quadrant Capital Group
Ohio
$315 +$455 +23 New
BWA
209
BDO Wealth Advisors
Florida
$274 – – –
NSIM
210
North Star Investment Management
Illinois
$274 – – –
FSWA
211
Financial Synergies Wealth Advisors
Texas
$247 – – –
AF
212
Advisornet Financial
Minnesota
$233 +$40 +2 +13%
VCM
213
Versant Capital Management
Arizona
$219 +$316 +16 New
DWA
214
Delos Wealth Advisors
Texas
$205 – – –
Washington Trust
215
Washington Trust
Rhode Island
$137 -$1.03K -52 -84%
WBC
216
West Branch Capital
Massachusetts
$137 – – –
WWM
217
Wolff Wiese Magana
California
$123 – – –
Brown Brothers Harriman & Co
218
Brown Brothers Harriman & Co
New York
$27 – – –
WAM
219
Worth Asset Management
Texas
$27 – – –
BNP Paribas Financial Markets
220
BNP Paribas Financial Markets
France
– -$2.69M -126,874 Closed
Liontrust Investment Partners
221
Liontrust Investment Partners
United Kingdom
– -$2.12M -100,000 Closed
Point72 Asset Management
222
Point72 Asset Management
Connecticut
– -$1.3M -61,493 Closed
PCA
223
Prospect Capital Advisors
California
– -$1.23M -58,210 Closed
UBS AM
224
UBS AM
Illinois
– -$866K -40,906 Closed
Gotham Asset Management
225
Gotham Asset Management
New York
– -$789K -37,262 Closed