Holdings Channel



Quotes delayed 20 minutes

Email EnvelopeFree TLH Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Funds Holding TLH

On this page, we present all of the funds holding TLH from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding TLH, with a link to that fund's top holdings. The next columns indicate the amount of TLH stock held by each of the funds holding TLH, followed by the TLH position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 413 funds holding TLH within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding TLH), click the fund name in the "Holder" column of the funds-holding-TLH table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE10,417,674$1,127,817 12/31/2023
     TLH10,417,674$1,127,817 12/31/2023
Forum Financial Management LP6,961,445$753,646 12/31/2023
     TLH6,961,445$753,646 12/31/2023
Envestnet Asset Management Inc.4,707,962$509,684 12/31/2023
     TLH4,707,962$509,684 12/31/2023
Wells Fargo & Company MN3,673,520$397,695 12/31/2023
     TLH3,673,520$397,695 12/31/2023
Ameriprise Financial Inc.3,511,884$378,970 12/31/2023
     TLH3,511,884$378,970 12/31/2023
Richard Bernstein Advisors LLC3,397,695$367,835 12/31/2023
     TLH3,397,695$367,835 12/31/2023
Truist Financial Corp3,304,371$357,731 12/31/2023
     TLH3,304,371$357,731 12/31/2023
Annex Advisory Services LLC1,761,192$184,978 03/31/2024
     TLH1,761,192$184,978 03/31/2024
Morgan Stanley1,698,035$183,829 12/31/2023
     TLH1,698,035$183,829 12/31/2023
LPL Financial LLC1,140,005$123,417 12/31/2023
     TLH1,140,005$123,417 12/31/2023
Itau Unibanco Holding S.A.1,064,557$115,249 12/31/2023
     TLH1,064,557$115,249 12/31/2023
JPMorgan Chase & Co.1,035,027$112,052 12/31/2023
     TLH1,035,027$112,052 12/31/2023
Johns Hopkins University1,025,380$111,008 12/31/2023
     TLH1,025,380$111,008 12/31/2023
Stifel Financial Corp998,555$108,104 12/31/2023
     TLH998,555$108,104 12/31/2023
UBS Group AG994,572$107,672 12/31/2023
     TLH994,572$107,672 12/31/2023
Pathstone Holdings LLC800,549$86,525 12/31/2023
     TLH800,549$86,525 12/31/2023
Envestnet Portfolio Solutions Inc.751,883$81,399 12/31/2023
     TLH751,883$81,399 12/31/2023
Coldstream Capital Management Inc.732,886$79,342 12/31/2023
     TLH732,886$79,342 12/31/2023
Financial Advisory Service Inc.610,689$66,113 12/31/2023
     TLH610,689$66,113 12/31/2023
Royal Bank of Canada579,468$62,732 12/31/2023
     TLH579,468$62,732 12/31/2023
Destination Wealth Management567,862$61,477 12/31/2023
     TLH567,862$61,477 12/31/2023
Sequoia Financial Advisors LLC557,868$60,395 12/31/2023
     TLH557,868$60,395 12/31/2023
First Citizens Bank & Trust Co.536,219$56,319 03/31/2024
     TLH536,219$56,319 03/31/2024
RiverFront Investment Group LLC513,550$55,597 12/31/2023
     TLH513,550$55,597 12/31/2023
BlackRock Inc.498,737$53,993 12/31/2023
     TLH498,737$53,993 12/31/2023
Smith Anglin Financial LLC448,209$47,075 03/31/2024
     TLH448,209$47,075 03/31/2024
Benjamin F. Edwards & Company Inc.418,695$45,328 12/31/2023
     TLH418,695$45,328 12/31/2023
Advisor Group Holdings Inc.385,208$41,716 12/31/2023
     TLH385,208$41,716 12/31/2023
Commonwealth Equity Services LLC354,014$38,326 12/31/2023
     TLH354,014$38,326 12/31/2023
Raymond James & Associates364,236$38,256 03/31/2024
     TLH364,236$38,256 03/31/2024
Janney Montgomery Scott LLC322,482$34,911 12/31/2023
     TLH322,482$34,911 12/31/2023
Prime Capital Investment Advisors LLC312,559$33,838 12/31/2023
     TLH312,559$33,838 12/31/2023
CWM LLC303,422$31,868 03/31/2024
     TLH303,422$31,868 03/31/2024
Marks Wealth LLC294,006$31,829 12/31/2023
     TLH294,006$31,829 12/31/2023
Captrust Financial Advisors278,429$30,143 12/31/2023
     TLH278,429$30,143 12/31/2023
MML Investors Services LLC248,860$26,942 12/31/2023
     TLH248,860$26,942 12/31/2023
Raymond James Financial Services Advisors Inc.244,304$25,659 03/31/2024
     TLH244,304$25,659 03/31/2024
Northwestern Mutual Wealth Management Co.233,362$25,264 12/31/2023
     TLH233,362$25,264 12/31/2023
Arrow Financial Corp232,590$25,180 12/31/2023
     TLH232,590$25,180 12/31/2023
Traverso Chambers Private Wealth Management LLC211,855$22,935 12/31/2023
     TLH211,855$22,935 12/31/2023
Bank of Montreal Can194,519$21,193 12/31/2023
     TLH194,519$21,193 12/31/2023
TD Waterhouse Canada Inc.194,145$21,018 12/31/2023
     TLH194,145$21,018 12/31/2023
Cambridge Investment Research Advisors Inc.190,242$19,981 03/31/2024
     TLH190,242$19,981 03/31/2024
Thrivent Financial for Lutherans170,066$18,411 12/31/2023
     TLH170,066$18,411 12/31/2023
Park Avenue Securities LLC174,817$18,361 03/31/2024
     TLH174,817$18,361 03/31/2024
Wealth Enhancement Advisory Services LLC168,741$17,723 03/31/2024
     TLH168,741$17,723 03/31/2024
Members Advisory Group LLC159,154$17,230 12/31/2023
     TLH159,154$17,230 12/31/2023
Johnson Bixby & Associates LLC163,449$17,167 03/31/2024
     TLH163,449$17,167 03/31/2024
Cetera Investment Advisers153,700$16,640 12/31/2023
     TLH153,700$16,640 12/31/2023
Regatta Capital Group LLC153,932$16,167 03/31/2024
     TLH153,932$16,167 03/31/2024
Connectus Wealth LLC146,837$15,939 12/31/2023
     TLH146,837$15,939 12/31/2023
First Financial Bank Trust Division134,374$14,113 03/31/2024
     TLH134,374$14,113 03/31/2024
Financial Gravity Asset Management Inc.123,550$13,376 12/31/2023
     TLH123,550$13,376 12/31/2023
David Loasby125,993$13,330 12/31/2023
     TLH125,993$13,330 12/31/2023
Goelzer Investment Management Inc.118,424$12,821 12/31/2023
     TLH118,424$12,821 12/31/2023
Quantitative Strategies Inc.109,426$11,846 12/31/2023
     TLH109,426$11,846 12/31/2023
HighTower Advisors LLC105,781$11,460 12/31/2023
     TLH105,781$11,460 12/31/2023
Cetera Advisor Networks LLC102,872$11,137 12/31/2023
     TLH102,872$11,137 12/31/2023
Rockefeller Capital Management L.P.100,427$10,872 12/31/2023
     TLH100,427$10,872 12/31/2023
Bank of New York Mellon Corp97,660$10,573 12/31/2023
     TLH97,660$10,573 12/31/2023
Daymark Wealth Partners LLC99,658$10,467 03/31/2024
     TLH99,658$10,467 03/31/2024
Vestmark Advisory Solutions Inc.92,351$9,998 12/31/2023
     TLH92,351$9,998 12/31/2023
Hengehold Capital Management LLC93,704$9,842 03/31/2024
     TLH93,704$9,842 03/31/2024
Financial Life Advisors92,135$9,677 03/31/2024
     TLH92,135$9,677 03/31/2024
Beacon Pointe Advisors LLC87,170$9,437 12/31/2023
     TLH87,170$9,437 12/31/2023
Columbia Trust Co 0101201685,824$9,291 12/31/2023
     TLH85,824$9,291 12/31/2023
BCJ Capital Management LLC82,895$8,974 12/31/2023
     TLH82,895$8,974 12/31/2023
Benchmark Investment Advisors LLC82,895$8,974 12/31/2023
     TLH82,895$8,974 12/31/2023
Cambridge Trust Co.80,407$8,705 12/31/2023
     TLH80,407$8,705 12/31/2023
Citadel Advisors LLC $8,605 12/31/2023
     TLH42,785$4,632 12/31/2023
     Call41,500$4,493 12/31/2023
     Put4,800$520 12/31/2023
Confluence Investment Management LLC79,329$8,332 03/31/2024
     TLH79,329$8,332 03/31/2024
Cetera Advisors LLC76,369$8,268 12/31/2023
     TLH76,369$8,268 12/31/2023
Assetmark Inc.74,025$8,014 12/31/2023
     TLH74,025$8,014 12/31/2023
Arvest Investments Inc.75,675$7,948 03/31/2024
     TLH75,675$7,948 03/31/2024
Benedetti & Gucer Inc.70,129$7,592 12/31/2023
     TLH70,129$7,592 12/31/2023
Atria Investments LLC70,115$7,591 12/31/2023
     TLH70,115$7,591 12/31/2023
EWA LLC67,464$7,172 12/31/2023
     TLH67,464$7,172 12/31/2023
Syon Capital LLC66,113$7,157 12/31/2023
     TLH66,113$7,157 12/31/2023
Resources Investment Advisors LLC.65,433$7,084 12/31/2023
     TLH65,433$7,084 12/31/2023
IHT Wealth Management LLC65,221$7,061 12/31/2023
     TLH65,221$7,061 12/31/2023
Royal Harbor Partners LLC64,556$6,989 12/31/2023
     TLH64,556$6,989 12/31/2023
Principal Securities Inc.61,376$6,645 12/31/2023
     TLH61,376$6,645 12/31/2023
Mutual Advisors LLC60,739$6,576 12/31/2023
     TLH60,739$6,576 12/31/2023
Transcend Wealth Collective LLC60,359$6,534 12/31/2023
     TLH60,359$6,534 12/31/2023
First Citizens Asset Management Inc.59,462$6,508 12/31/2023
     TLH59,462$6,508 12/31/2023
Affinity Capital Advisors LLC61,734$6,484 03/31/2024
     TLH61,734$6,484 03/31/2024
Scotia Capital Inc.59,370$6,427 12/31/2023
     TLH59,370$6,427 12/31/2023
Focus Financial Network Inc. ADV58,193$6,300 12/31/2023
     TLH58,193$6,300 12/31/2023
Krilogy Financial LLC59,128$6,210 03/31/2024
     TLH59,128$6,210 03/31/2024
Private Advisor Group LLC55,851$6,046 12/31/2023
     TLH55,851$6,046 12/31/2023
Harvest Portfolios Group Inc.53,724$5,816 12/31/2023
     TLH53,724$5,816 12/31/2023
Steward Partners Investment Advisory LLC52,151$5,646 12/31/2023
     TLH52,151$5,646 12/31/2023
Trustmark National Bank Trust Department51,734$5,601 12/31/2023
     TLH51,734$5,601 12/31/2023
Focus Financial Network Inc.54,070$5,379 03/31/2024
     TLH54,070$5,379 03/31/2024
Atria Wealth Solutions Inc.49,345$5,342 12/31/2023
     TLH49,345$5,342 12/31/2023
Keybank National Association OH48,943$5,299 12/31/2023
     TLH48,943$5,299 12/31/2023
Cresta Advisors Ltd.47,017$5,090 12/31/2023
     TLH47,017$5,090 12/31/2023
Comerica Bank45,631$4,940 12/31/2023
     TLH45,631$4,940 12/31/2023
Icon Wealth Advisors LLC45,581$4,935 12/31/2023
     TLH45,581$4,935 12/31/2023
BEAM Asset Management LLC45,061$4,878 12/31/2023
     TLH45,061$4,878 12/31/2023
Avaii Wealth Management LLC42,304$4,580 12/31/2023
     TLH42,304$4,580 12/31/2023
Premier Path Wealth Partners LLC44,329$4,523 03/31/2024
     TLH44,329$4,523 03/31/2024
Parallel Advisors LLC41,324$4,474 12/31/2023
     TLH41,324$4,474 12/31/2023
Evergreen Private Wealth LLC40,932$4,299 03/31/2024
     TLH40,932$4,299 03/31/2024
Susquehanna International Group LLP $4,287 12/31/2023
     Call61,000$6,604 12/31/2023
     Put21,400$2,317 12/31/2023
Benjamin Edwards Inc.35,593$3,853 12/31/2023
     TLH35,593$3,853 12/31/2023
GWM Advisors LLC36,001$3,805 12/31/2023
     TLH36,001$3,805 12/31/2023
Cary Street Partners Asset Management LLC34,205$3,703 12/31/2023
     TLH34,205$3,703 12/31/2023
Foundations Investment Advisors LLC33,659$3,641 12/31/2023
     TLH33,659$3,641 12/31/2023
Conrad Siegel Investment Advisors Inc.34,397$3,613 03/31/2024
     TLH34,397$3,613 03/31/2024
One Wealth Advisors LLC33,858$3,556 03/31/2024
     TLH33,858$3,556 03/31/2024
Boston Private Wealth LLC31,930$3,457 12/31/2023
     TLH31,930$3,457 12/31/2023
Ehrlich Financial Group32,509$3,414 03/31/2024
     TLH32,509$3,414 03/31/2024
Cedrus LLC31,595$3,318 03/31/2024
     TLH31,595$3,318 03/31/2024
Smartleaf Asset Management LLC30,291$3,300 12/31/2023
     TLH30,291$3,300 12/31/2023
Nicolet Bankshares Inc.30,117$3,260 12/31/2023
     TLH30,117$3,260 12/31/2023
Modus Advisors LLC30,907$3,246 03/31/2024
     TLH30,907$3,246 03/31/2024
Lionsbridge Wealth Management LLC28,888$3,127 12/31/2023
     TLH28,888$3,127 12/31/2023
Russell Investments Group Ltd.27,126$2,937 12/31/2023
     TLH27,126$2,937 12/31/2023
Integrated Wealth Concepts LLC26,018$2,817 12/31/2023
     TLH26,018$2,817 12/31/2023
LVW Advisors LLC26,334$2,766 03/31/2024
     TLH26,334$2,766 03/31/2024
Great Valley Advisor Group Inc.25,531$2,764 12/31/2023
     TLH25,531$2,764 12/31/2023
Stratos Wealth Partners LTD.26,307$2,763 03/31/2024
     TLH26,307$2,763 03/31/2024
Forte Asset Management LLC25,366$2,746 12/31/2023
     TLH25,366$2,746 12/31/2023
Kestra Advisory Services LLC24,149$2,614 12/31/2023
     TLH24,149$2,614 12/31/2023
Prudential Financial Inc.24,002$2,599 12/31/2023
     TLH24,002$2,599 12/31/2023
Geneos Wealth Management Inc.23,730$2,569 12/31/2023
     TLH23,730$2,569 12/31/2023
Clear Creek Financial Management LLC23,204$2,512 12/31/2023
     TLH23,204$2,512 12/31/2023
Advisory Services Network LLC22,056$2,388 12/31/2023
     TLH22,056$2,388 12/31/2023
U.S. Capital Wealth Advisors LLC21,439$2,321 12/31/2023
     TLH21,439$2,321 12/31/2023
RSM US Wealth Management LLC21,341$2,310 12/31/2023
     TLH21,341$2,310 12/31/2023
Cooper Financial Group21,066$2,213 03/31/2024
     TLH21,066$2,213 03/31/2024
Global Endowment Management LP20,210$2,188 12/31/2023
     TLH20,210$2,188 12/31/2023
Patron Partners Advisors LLC20,213$2,188 12/31/2023
     TLH20,213$2,188 12/31/2023
MN Wealth Advisors LLC19,143$2,072 12/31/2023
     TLH19,143$2,072 12/31/2023
Swmg LLC18,825$2,038 12/31/2023
     TLH18,825$2,038 12/31/2023
Orion Portfolio Solutions LLC18,599$1,985 12/31/2023
     TLH18,599$1,985 12/31/2023
WealthShield Partners LLC17,706$1,917 12/31/2023
     TLH17,706$1,917 12/31/2023
Horst & Graben Wealth Management LLC17,887$1,879 03/31/2024
     TLH17,887$1,879 03/31/2024
Massmutual Trust Co. FSB ADV17,012$1,787 03/31/2024
     TLH17,012$1,787 03/31/2024
Proequities Inc.16,458$1,782 12/31/2023
     TLH16,458$1,782 12/31/2023
Sound Income Strategies LLC16,616$1,745 03/31/2024
     TLH16,616$1,745 03/31/2024
Avantax Advisory Services Inc.16,111$1,744 12/31/2023
     TLH16,111$1,744 12/31/2023
Citigroup Inc.15,922$1,724 12/31/2023
     TLH15,922$1,724 12/31/2023
National Asset Management Inc.15,877$1,719 12/31/2023
     TLH15,877$1,719 12/31/2023
GeoWealth Management LLC15,709$1,700 12/31/2023
     TLH15,709$1,700 12/31/2023
PFG Investments LLC15,909$1,671 03/31/2024
     TLH15,909$1,671 03/31/2024
Castle Rock Wealth Management LLC15,583$1,651 12/31/2023
     TLH15,583$1,651 12/31/2023
One Wealth Management Investment & Advisory Services LLC15,110$1,636 12/31/2023
     TLH15,110$1,636 12/31/2023
ShoreHaven Wealth Partners LLC14,705$1,592 12/31/2023
     TLH14,705$1,592 12/31/2023
Mariner LLC14,290$1,547 12/31/2023
     TLH14,290$1,547 12/31/2023
One Day In July LLC14,158$1,533 12/31/2023
     TLH14,158$1,533 12/31/2023
MA Private Wealth14,139$1,531 12/31/2023
     TLH14,139$1,531 12/31/2023
Financial Services Advisory Inc14,043$1,520 12/31/2023
     TLH14,043$1,520 12/31/2023
Legacy Private Trust Co.14,120$1,483 03/31/2024
     TLH14,120$1,483 03/31/2024
Morningstar Investment Services LLC13,598$1,482 12/31/2023
     TLH13,598$1,482 12/31/2023
Townsquare Capital LLC13,430$1,454 12/31/2023
     TLH13,430$1,454 12/31/2023
Strategic Blueprint LLC13,133$1,379 03/31/2024
     TLH13,133$1,379 03/31/2024
OLD Mission Capital LLC12,372$1,339 12/31/2023
     TLH12,372$1,339 12/31/2023
RFG Advisory LLC12,510$1,314 03/31/2024
     TLH12,510$1,314 03/31/2024
Merit Financial Group LLC12,079$1,308 12/31/2023
     TLH12,079$1,308 12/31/2023
IFP Advisors Inc12,012$1,301 12/31/2023
     TLH12,012$1,301 12/31/2023
Ballew Advisors Inc12,879$1,296 03/31/2024
     TLH12,879$1,296 03/31/2024
Apollon Wealth Management LLC11,931$1,292 12/31/2023
     TLH11,931$1,292 12/31/2023
Keebeck Wealth Management LLC11,725$1,269 12/31/2023
     TLH11,725$1,269 12/31/2023
TrinityPoint Wealth LLC11,644$1,261 12/31/2023
     TLH11,644$1,261 12/31/2023
Visionary Wealth Advisors11,252$1,218 12/31/2023
     TLH11,252$1,218 12/31/2023
Qube Research & Technologies Ltd11,140$1,206 12/31/2023
     TLH11,140$1,206 12/31/2023
ONE Advisory Partners LLC11,111$1,167 03/31/2024
     TLH11,111$1,167 03/31/2024
ProVise Management Group LLC10,759$1,165 12/31/2023
     TLH10,759$1,165 12/31/2023
My Legacy Advisors LLC10,892$1,161 12/31/2023
     TLH10,892$1,161 12/31/2023
Colony Group LLC10,684$1,157 12/31/2023
     TLH10,684$1,157 12/31/2023
Quadrant Private Wealth Management LLC10,651$1,153 12/31/2023
     TLH10,651$1,153 12/31/2023
Kingsview Wealth Management LLC10,530$1,140 12/31/2023
     TLH10,530$1,140 12/31/2023
Golden State Equity Partners10,492$1,136 12/31/2023
     TLH10,492$1,136 12/31/2023
Collective Family Office LLC10,690$1,123 03/31/2024
     TLH10,690$1,123 03/31/2024
Nelson Van Denburg & Campbell Wealth Management Group LLC10,366$1,122 12/31/2023
     TLH10,366$1,122 12/31/2023
Values First Advisors Inc.10,475$1,100 03/31/2024
     TLH10,475$1,100 03/31/2024
Jane Street Group LLC10,136$1,097 12/31/2023
     TLH10,136$1,097 12/31/2023
Client 1ST Advisory Group LLC10,077$1,091 12/31/2023
     TLH10,077$1,091 12/31/2023
PFG Advisors10,058$1,089 12/31/2023
     TLH10,058$1,089 12/31/2023
Mendel Capital Management LLC9,985$1,081 12/31/2023
     TLH9,985$1,081 12/31/2023
Kestra Private Wealth Services LLC9,935$1,076 12/31/2023
     TLH9,935$1,076 12/31/2023
Astoria Portfolio Advisors LLC.10,690$1,064 03/31/2024
     TLH10,690$1,064 03/31/2024
Liberty Wealth Management LLC9,769$1,058 12/31/2023
     TLH9,769$1,058 12/31/2023
WNY Asset Management LLC9,776$1,058 12/31/2023
     TLH9,776$1,058 12/31/2023
Source Financial Advisors LLC9,776$1,058 12/31/2023
     TLH9,776$1,058 12/31/2023
Mechanics Bank Trust Department10,000$1,050 03/31/2024
     TLH10,000$1,050 03/31/2024
Farther Finance Advisors LLC9,674$1,047 12/31/2023
     TLH9,674$1,047 12/31/2023
Sykon Capital LLC9,576$1,037 12/31/2023
     TLH9,576$1,037 12/31/2023
Equitable Holdings Inc.9,548$1,034 12/31/2023
     TLH9,548$1,034 12/31/2023
Change Path LLC9,452$1,023 12/31/2023
     TLH9,452$1,023 12/31/2023
We Are One Seven LLC9,441$1,022 12/31/2023
     TLH9,441$1,022 12/31/2023
High Falls Advisors Inc9,380$1,015 12/31/2023
     TLH9,380$1,015 12/31/2023
GenWealth Group Inc.9,654$1,014 03/31/2024
     TLH9,654$1,014 03/31/2024
James Investment Research Inc.9,362$1,014 12/31/2023
     TLH9,362$1,014 12/31/2023
Baird Financial Group Inc.9,205$997 12/31/2023
     TLH9,205$997 12/31/2023
GLOBALT Investments LLC GA9,138$989 12/31/2023
     TLH9,138$989 12/31/2023
New Potomac Partners LLC9,042$979 12/31/2023
     TLH9,042$979 12/31/2023
ASB Consultores LLC9,032$978 12/31/2023
     TLH9,032$978 12/31/2023
Venturi Wealth Management LLC8,975$943 03/31/2024
     TLH8,975$943 03/31/2024
Financial Advocates Investment Management8,734$940 12/31/2023
     TLH8,734$940 12/31/2023
First Horizon Advisors Inc.8,547$925 12/31/2023
     TLH8,547$925 12/31/2023
Summit X LLC8,263$905 12/31/2023
     TLH8,263$905 12/31/2023
Prudential PLC8,310$900 12/31/2023
     TLH8,310$900 12/31/2023
Buckingham Strategic Wealth LLC8,249$893 12/31/2023
     TLH8,249$893 12/31/2023
Charles Schwab Investment Management Inc.8,243$892 12/31/2023
     TLH8,243$892 12/31/2023
Aveo Capital Partners LLC7,918$857 12/31/2023
     TLH7,918$857 12/31/2023
Cyndeo Wealth Partners LLC8,117$853 03/31/2024
     TLH8,117$853 03/31/2024
Peninsula Wealth LLC7,787$843 12/31/2023
     TLH7,787$843 12/31/2023
Shared Vision Wealth Group LLC7,785$843 12/31/2023
     TLH7,785$843 12/31/2023
Hsbc Holdings PLC7,765$841 12/31/2023
     TLH7,765$841 12/31/2023
Peak Financial Management Inc.7,915$831 03/31/2024
     TLH7,915$831 03/31/2024
Lane & Associates LLC7,721$811 03/31/2024
     TLH7,721$811 03/31/2024
Cerity Partners LLC7,402$801 12/31/2023
     TLH7,402$801 12/31/2023
LexAurum Advisors LLC7,422$780 03/31/2024
     TLH7,422$780 03/31/2024
Creative Planning7,161$775 12/31/2023
     TLH7,161$775 12/31/2023
Cypress Wealth Services LLC7,315$768 03/31/2024
     TLH7,315$768 03/31/2024
Mayflower Financial Advisors LLC6,905$748 12/31/2023
     TLH6,905$748 12/31/2023
Bridgeworth LLC6,897$747 12/31/2023
     TLH6,897$747 12/31/2023
Mercer Global Advisors Inc. ADV6,885$745 12/31/2023
     TLH6,885$745 12/31/2023
Global Retirement Partners LLC6,971$732 03/31/2024
     TLH6,971$732 03/31/2024
Adroit Compliance LLC6,691$724 12/31/2023
     TLH6,691$724 12/31/2023
Klaas Financial Asset Advisors LLC6,691$724 12/31/2023
     TLH6,691$724 12/31/2023
Ascent Group LLC6,806$709 12/31/2023
     TLH6,806$709 12/31/2023
Freestone Capital Holdings LLC6,527$707 12/31/2023
     TLH6,527$707 12/31/2023
SCS Capital Management LLC6,416$695 12/31/2023
     TLH6,416$695 12/31/2023
Vicus Capital6,361$668 03/31/2024
     TLH6,361$668 03/31/2024
Prospera Financial Services Inc6,050$655 12/31/2023
     TLH6,050$655 12/31/2023
Stratos Wealth Advisors LLC6,167$648 03/31/2024
     TLH6,167$648 03/31/2024
Essex Financial Services Inc.6,145$645 03/31/2024
     TLH6,145$645 03/31/2024
Lincoln National Corp5,952$644 12/31/2023
     TLH5,952$644 12/31/2023
Provence Wealth Management Group5,892$638 12/31/2023
     TLH5,892$638 12/31/2023
Shelter Mutual Insurance Co5,880$637 12/31/2023
     TLH5,880$637 12/31/2023
True Vision MN LLC5,835$632 12/31/2023
     TLH5,835$632 12/31/2023
Scientech Research LLC5,695$616 12/31/2023
     TLH5,695$616 12/31/2023
Spire Wealth Management5,826$612 03/31/2024
     TLH5,826$612 03/31/2024
Lockerman Financial Group Inc.5,806$610 03/31/2024
     TLH5,806$610 03/31/2024
Simplicity Wealth LLC5,520$580 03/31/2024
     TLH5,520$580 03/31/2024
RHS Financial LLC5,347$562 03/31/2024
     TLH5,347$562 03/31/2024
Market Street Wealth Management Advisors LLC5,299$557 03/31/2024
     TLH5,299$557 03/31/2024
Roman Butler Fullerton & Co.5,330$556 12/31/2023
     TLH5,330$556 12/31/2023
Millennium Management LLC5,007$542 12/31/2023
     TLH5,007$542 12/31/2023
Betterment LLC4,972$538 12/31/2023
     TLH4,972$538 12/31/2023
Raymond James Trust N.A.5,117$537 03/31/2024
     TLH5,117$537 03/31/2024
Private Trust Co. NA5,063$532 03/31/2024
     TLH5,063$532 03/31/2024
Cary Street Partners Investment Advisory LLC4,907$531 12/31/2023
     TLH4,907$531 12/31/2023
Kickstand Ventures LLC.4,879$528 12/31/2023
     TLH4,879$528 12/31/2023
AE Wealth Management LLC5,057$527 12/31/2023
     TLH5,057$527 12/31/2023
Strategic Investment Advisors MI4,984$523 03/31/2024
     TLH4,984$523 03/31/2024
NBC Securities Inc.4,854$519 03/31/2024
     TLH4,854$519 03/31/2024
Harbor Investment Advisory LLC4,823$507 03/31/2024
     TLH4,823$507 03/31/2024
Crabel Capital Management LLC4,482$485 12/31/2023
     TLH4,482$485 12/31/2023
Lifeworks Advisors LLC4,316$467 12/31/2023
     TLH4,316$467 12/31/2023
Stone House Investment Management LLC4,280$463 12/31/2023
     TLH4,280$463 12/31/2023
NDVR Inc.4,182$453 12/31/2023
     TLH4,182$453 12/31/2023
Tudor Investment Corp Et Al4,175$452 12/31/2023
     TLH4,175$452 12/31/2023
Vermillion & White Wealth Management Group LLC4,176$452 12/31/2023
     TLH4,176$452 12/31/2023
Whittier Trust Co.4,134$448 12/31/2023
     TLH4,134$448 12/31/2023
Latitude Advisors LLC4,128$447 12/31/2023
     TLH4,128$447 12/31/2023
Pacific Wealth Management4,093$443 03/31/2024
     TLH4,093$443 03/31/2024
Gateway Wealth Partners LLC4,000$433 12/31/2023
     TLH4,000$433 12/31/2023
Vista Private Wealth Partners. LLC3,999$427 12/31/2023
     TLH3,999$427 12/31/2023
Theory Financial LLC3,909$423 12/31/2023
     TLH3,909$423 12/31/2023
Checchi Capital Advisers LLC3,871$419 12/31/2023
     TLH3,871$419 12/31/2023
Wayfinding Financial LLC3,855$417 12/31/2023
     TLH3,855$417 12/31/2023
RS Crum Inc.3,830$415 12/31/2023
     TLH3,830$415 12/31/2023
Mosley Wealth Management3,943$414 03/31/2024
     TLH3,943$414 03/31/2024
JT Stratford LLC3,799$411 12/31/2023
     TLH3,799$411 12/31/2023
Apeiron RIA LLC3,847$404 03/31/2024
     TLH3,847$404 03/31/2024
J. W. Coons Advisors LLC3,635$394 12/31/2023
     TLH3,635$394 12/31/2023
IFG Advisory LLC3,591$389 12/31/2023
     TLH3,591$389 12/31/2023
Gries Financial LLC3,583$388 12/31/2023
     TLH3,583$388 12/31/2023
Mmbg Investment Advisors CO.3,488$378 12/31/2023
     TLH3,488$378 12/31/2023
Hilltop Holdings Inc.3,482$377 12/31/2023
     TLH3,482$377 12/31/2023
Invenio Wealth Partners LLC3,482$377 12/31/2023
     TLH3,482$377 12/31/2023
Csenge Advisory Group3,462$375 12/31/2023
     TLH3,462$375 12/31/2023
Firethorn Wealth Partners LLC3,474$365 03/31/2024
     TLH3,474$365 03/31/2024
Aprio Wealth Management LLC3,425$360 03/31/2024
     TLH3,425$360 03/31/2024
Wedbush Securities Inc.3,227$349 12/31/2023
     TLH3,227$349 12/31/2023
Regal Investment Advisors LLC3,209$347 12/31/2023
     TLH3,209$347 12/31/2023
Security Financial Services INC.3,273$344 03/31/2024
     TLH3,273$344 03/31/2024
Bulltick Wealth Management LLC3,121$338 12/31/2023
     TLH3,121$338 12/31/2023
TNF LLC3,168$333 12/31/2023
     TLH3,168$333 12/31/2023
SigFig Wealth Management LLC3,068$332 12/31/2023
     TLH3,068$332 12/31/2023
Robertson Stephens Wealth Management LLC3,067$332 12/31/2023
     TLH3,067$332 12/31/2023
Wealth Alliance2,952$320 12/31/2023
     TLH2,952$320 12/31/2023
Spectrum Wealth Counsel LLC2,872$311 12/31/2023
     TLH2,872$311 12/31/2023
Consilium Wealth Advisory LLC2,868$310 12/31/2023
     TLH2,868$310 12/31/2023
GTS Securities LLC2,857$309 12/31/2023
     TLH2,857$309 12/31/2023
Snowden Capital Advisors LLC2,792$302 12/31/2023
     TLH2,792$302 12/31/2023
Hazlett Burt & Watson Inc.2,721$293 12/31/2023
     TLH2,721$293 12/31/2023
TSA Wealth Managment LLC2,693$292 12/31/2023
     TLH2,693$292 12/31/2023
Milestone Asset Management LLC2,668$280 03/31/2024
     TLH2,668$280 03/31/2024
FDx Advisors Inc.2,559$277 12/31/2023
     TLH2,559$277 12/31/2023
MCF Advisors LLC2,567$270 03/31/2024
     TLH2,567$270 03/31/2024
Royal Fund Management LLC2,569$270 03/31/2024
     TLH2,569$270 03/31/2024
Sunbelt Securities Inc.2,563$269 03/31/2024
     TLH2,563$269 03/31/2024
Dfpg Investments LLC2,399$259 12/31/2023
     TLH2,399$259 12/31/2023
Beacon Financial Group2,313$250 12/31/2023
     TLH2,313$250 12/31/2023
Tempus Wealth Planning LLC2,368$249 03/31/2024
     TLH2,368$249 03/31/2024
Verus Capital Partners LLC2,304$249 12/31/2023
     TLH2,304$249 12/31/2023
Park Place Capital Corp2,315$243 03/31/2024
     TLH2,315$243 03/31/2024
Signature Securities Group Corporation2,307$242 03/31/2024
     TLH2,307$242 03/31/2024
David R. Rahn & Associates Inc.2,268$238 03/31/2024
     TLH2,268$238 03/31/2024
Cornerstone Wealth Management LLC2,238$235 03/31/2024
     TLH2,238$235 03/31/2024
United Capital Financial Advisers LLC2,130$231 12/31/2023
     TLH2,130$231 12/31/2023
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors2,113$229 12/31/2023
     TLH2,113$229 12/31/2023
W Advisors LLC2,105$228 12/31/2023
     TLH2,105$228 12/31/2023
Clean Yield Group2,100$227 12/31/2023
     TLH2,100$227 12/31/2023
Harbour Investments Inc.2,074$225 12/31/2023
     TLH2,074$225 12/31/2023
Ronald Blue Trust Inc.2,284$225 12/31/2023
     TLH2,284$225 12/31/2023
Fiduciary Alliance LLC2,167$223 03/31/2024
     TLH2,167$223 03/31/2024
Perigon Wealth Management LLC2,061$223 12/31/2023
     TLH2,061$223 12/31/2023
Aspire Private Capital LLC2,106$221 03/31/2024
     TLH2,106$221 03/31/2024
RCS Financial Planning LLC2,017$218 12/31/2023
     TLH2,017$218 12/31/2023
Beacon Bridge Wealth Partners LLC2,003$217 12/31/2023
     TLH2,003$217 12/31/2023
Eagle Strategies LLC2,018$212 03/31/2024
     TLH2,018$212 03/31/2024
Fulton Breakefield Broenniman LLC1,935$209 12/31/2023
     TLH1,935$209 12/31/2023
Maripau Wealth Management LLC1,922$208 12/31/2023
     TLH1,922$208 12/31/2023
Claro Advisors LLC1,967$207 03/31/2024
     TLH1,967$207 03/31/2024
Sovereign Financial Group Inc.1,963$206 03/31/2024
     TLH1,963$206 03/31/2024
Channel Wealth LLC1,951$205 03/31/2024
     TLH1,951$205 03/31/2024
SYSTM Wealth Solutions LLC1,800$195 12/31/2023
     TLH1,800$195 12/31/2023
Pflug Koory LLC1,820$191 03/31/2024
     TLH1,820$191 03/31/2024
BNP Paribas Arbitrage SA1,748$189 12/31/2023
     TLH1,748$189 12/31/2023
Blair William & Co. IL1,643$178 12/31/2023
     TLH1,643$178 12/31/2023
Strategic Investment Solutions Inc. IL1,560$169 12/31/2023
     TLH1,560$169 12/31/2023
JFS Wealth Advisors LLC1,516$164 12/31/2023
     TLH1,516$164 12/31/2023
LFA Lugano Financial Advisors SA1,438$156 12/31/2023
     TLH1,438$156 12/31/2023
American International Group Inc.1,400$152 12/31/2023
     TLH1,400$152 12/31/2023
TCTC Holdings LLC1,397$151 12/31/2023
     TLH1,397$151 12/31/2023
ORG Partners LLC1,377$150 12/31/2023
     TLH1,377$150 12/31/2023
Headlands Technologies LLC1,312$142 12/31/2023
     TLH1,312$142 12/31/2023
Able Wealth Management LLC1,205$130 12/31/2023
     TLH1,205$130 12/31/2023
Householder Group Estate & Retirement Specialist LLC1,180$127 12/31/2023
     TLH1,180$127 12/31/2023
NBT Bank N A NY998$105 03/31/2024
     TLH998$105 03/31/2024
Richardson Financial Services Inc.949$103 12/31/2023
     TLH949$103 12/31/2023
US Bancorp DE861$93 12/31/2023
     TLH861$93 12/31/2023
Fifth Third Bancorp855$90 03/31/2024
     TLH855$90 03/31/2024
Simplex Trading LLC819$88 12/31/2023
     TLH819$88 12/31/2023
Allworth Financial LP811$88 12/31/2023
     TLH811$88 12/31/2023
FMR LLC720$78 12/31/2023
     TLH720$78 12/31/2023
Gradient Investments LLC737$77 03/31/2024
     TLH737$77 03/31/2024
Cornerstone Planning Group LLC617$67 12/31/2023
     TLH617$67 12/31/2023
Payden & Rygel586$63 12/31/2023
     TLH586$63 12/31/2023
Coppell Advisory Solutions LLC580$63 12/31/2023
     TLH580$63 12/31/2023
Northwest Investment Counselors LLC565$59 03/31/2024
     TLH565$59 03/31/2024
West Paces Advisors Inc.530$56 03/31/2024
     TLH530$56 03/31/2024
Migdal Insurance & Financial Holdings Ltd.508$55 12/31/2023
     TLH508$55 12/31/2023
DB Wealth Management Group LLC503$54 12/31/2023
     TLH503$54 12/31/2023
LGT Financial Advisors LLC472$51 12/31/2023
     TLH472$51 12/31/2023
Gould Capital LLC385$42 12/31/2023
     TLH385$42 12/31/2023
Spirit of America Management Corp NY357$36 03/31/2024
     TLH357$36 03/31/2024
ICA Group Wealth Management LLC334$36 12/31/2023
     TLH334$36 12/31/2023
New Republic Capital LLC333$36 12/31/2023
     TLH333$36 12/31/2023
Raleigh Capital Management Inc.322$35 12/31/2023
     TLH322$35 12/31/2023
ST Germain D J Co. Inc.325$34 03/31/2024
     TLH325$34 03/31/2024
The PNC Financial Services Group Inc.284$31 12/31/2023
     TLH284$31 12/31/2023
Creative Financial Designs Inc. ADV275$30 12/31/2023
     TLH275$30 12/31/2023
Whittier Trust Co. of Nevada Inc.279$30 12/31/2023
     TLH279$30 12/31/2023
Cape Investment Advisory Inc.250$27 12/31/2023
     TLH250$27 12/31/2023
Colonial Trust Co SC241$26 12/31/2023
     TLH241$26 12/31/2023
Transamerica Financial Advisors Inc.192$21 12/31/2023
     TLH192$21 12/31/2023
Bray Capital Advisors175$19 12/31/2023
     TLH175$19 12/31/2023
Element Wealth LLC178$19 12/31/2023
     TLH178$19 12/31/2023
Oliver Lagore Vanvalin Investment Group163$18 12/31/2023
     TLH163$18 12/31/2023
Goodwin Investment Advisory155$17 12/31/2023
     TLH155$17 12/31/2023
Bessemer Group Inc.148$16 12/31/2023
     TLH148$16 12/31/2023
BOKF NA126$14 12/31/2023
     TLH126$14 12/31/2023
Family Asset Management LLC132$14 12/31/2023
     TLH132$14 12/31/2023
Founders Financial Alliance LLC117$13 12/31/2023
     TLH117$13 12/31/2023
CENTRAL TRUST Co103$11 03/31/2024
     TLH103$11 03/31/2024
JJJ Advisors Inc.100$11 03/31/2024
     TLH100$11 03/31/2024
Coastal Investment Advisors Inc.100$11 03/31/2024
     TLH100$11 03/31/2024
EverSource Wealth Advisors LLC104$11 12/31/2023
     TLH104$11 12/31/2023
Tradition Wealth Management LLC103$11 12/31/2023
     TLH103$11 12/31/2023
Salem Investment Counselors Inc.95$10 03/31/2024
     TLH95$10 03/31/2024
AdvisorNet Financial Inc95$10 03/31/2024
     TLH95$10 03/31/2024
Scarborough Advisors LLC95$10 12/31/2023
     TLH95$10 12/31/2023
GHP Investment Advisors Inc.81$9 12/31/2023
     TLH81$9 12/31/2023
Signaturefd LLC86$9 12/31/2023
     TLH86$9 12/31/2023
Morton Brown Family Wealth LLC78$8 03/31/2024
     TLH78$8 03/31/2024
Franklin Resources Inc.77$8 12/31/2023
     TLH77$8 12/31/2023
Cullen Frost Bankers Inc.75$8 12/31/2023
     TLH75$8 12/31/2023
Sandy Spring Bank78$8 12/31/2023
     TLH78$8 12/31/2023
Tidemark LLC72$8 12/31/2023
     TLH72$8 12/31/2023
Caldwell Sutter Capital Inc.64$7 03/31/2024
     TLH64$7 03/31/2024
Morris Financial Concepts Inc.62$7 03/31/2024
     TLH62$7 03/31/2024
Northwest Capital Management Inc62$7 03/31/2024
     TLH62$7 03/31/2024
Newbridge Financial Services Group Inc.68$7 03/31/2024
     TLH68$7 03/31/2024
Impact Partnership Wealth LLC61$7 12/31/2023
     TLH61$7 12/31/2023
City State Bank54$6 03/31/2024
     TLH54$6 03/31/2024
Ancora Advisors LLC58$6 12/31/2023
     TLH58$6 12/31/2023
O Shaughnessy Asset Management LLC48$5 12/31/2023
     TLH48$5 12/31/2023
Parkside Financial Bank & Trust44$5 12/31/2023
     TLH44$5 12/31/2023
AlphaCore Capital LLC49$5 12/31/2023
     TLH49$5 12/31/2023
CGC Financial Services LLC37$4 03/31/2024
     TLH37$4 03/31/2024
Concord Wealth Partners35$4 12/31/2023
     TLH35$4 12/31/2023
Tucker Asset Management LLC26$3 12/31/2023
     TLH26$3 12/31/2023
Covestor Ltd29$3 12/31/2023
     TLH29$3 12/31/2023
Aspire Wealth Management Corp28$3 12/31/2023
     TLH28$3 12/31/2023
Arlington Trust Co LLC16$2 03/31/2024
     TLH16$2 03/31/2024
Huntington National Bank22$2 12/31/2023
     TLH22$2 12/31/2023
Castleview Partners LLC19$2 12/31/2023
     TLH19$2 12/31/2023
Townsend Asset Management Corp NC ADV5$1 12/31/2023
     TLH5$1 12/31/2023
South State CORP.10$1 12/31/2023
     TLH10$1 12/31/2023
Baystate Wealth Management LLC8$1 12/31/2023
     TLH8$1 12/31/2023
Capital Analysts LLC5$1 12/31/2023
     TLH5$1 12/31/2023
Prestige Wealth Management Group LLC5$1 12/31/2023
     TLH5$1 12/31/2023
FinTrust Capital Advisors LLC1$0 12/31/2023
     TLH1$0 12/31/2023
AllSquare Wealth Management LLC3$0 12/31/2023
     TLH3$0 12/31/2023
Aptus Capital Advisors LLC2$0 12/31/2023
     TLH2$0 12/31/2023
Guardian Wealth Advisors LLC NC1$0 12/31/2023
     TLH1$0 12/31/2023

See Summary: Institutional Holders of TLH
See Details: Top 10 Hedge Funds Holding TLH
Also See: TLH Holdings Changes

Funds Holding TLH | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.