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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Bank of America Corp DE | 10,417,674 | $1,127,817 | 12/31/2023 | TLH | 10,417,674 | $1,127,817 | 12/31/2023 | Forum Financial Management LP | 6,961,445 | $753,646 | 12/31/2023 | TLH | 6,961,445 | $753,646 | 12/31/2023 | Envestnet Asset Management Inc. | 4,707,962 | $509,684 | 12/31/2023 | TLH | 4,707,962 | $509,684 | 12/31/2023 | Wells Fargo & Company MN | 3,673,520 | $397,695 | 12/31/2023 | TLH | 3,673,520 | $397,695 | 12/31/2023 | Ameriprise Financial Inc. | 3,511,884 | $378,970 | 12/31/2023 | TLH | 3,511,884 | $378,970 | 12/31/2023 | Richard Bernstein Advisors LLC | 3,397,695 | $367,835 | 12/31/2023 | TLH | 3,397,695 | $367,835 | 12/31/2023 | Truist Financial Corp | 3,304,371 | $357,731 | 12/31/2023 | TLH | 3,304,371 | $357,731 | 12/31/2023 | Annex Advisory Services LLC | 1,761,192 | $184,978 | 03/31/2024 | TLH | 1,761,192 | $184,978 | 03/31/2024 | Morgan Stanley | 1,698,035 | $183,829 | 12/31/2023 | TLH | 1,698,035 | $183,829 | 12/31/2023 | LPL Financial LLC | 1,140,005 | $123,417 | 12/31/2023 | TLH | 1,140,005 | $123,417 | 12/31/2023 | Itau Unibanco Holding S.A. | 1,064,557 | $115,249 | 12/31/2023 | TLH | 1,064,557 | $115,249 | 12/31/2023 | JPMorgan Chase & Co. | 1,035,027 | $112,052 | 12/31/2023 | TLH | 1,035,027 | $112,052 | 12/31/2023 | Johns Hopkins University | 1,025,380 | $111,008 | 12/31/2023 | TLH | 1,025,380 | $111,008 | 12/31/2023 | Stifel Financial Corp | 998,555 | $108,104 | 12/31/2023 | TLH | 998,555 | $108,104 | 12/31/2023 | UBS Group AG | 994,572 | $107,672 | 12/31/2023 | TLH | 994,572 | $107,672 | 12/31/2023 | Pathstone Holdings LLC | 800,549 | $86,525 | 12/31/2023 | TLH | 800,549 | $86,525 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 751,883 | $81,399 | 12/31/2023 | TLH | 751,883 | $81,399 | 12/31/2023 | Coldstream Capital Management Inc. | 732,886 | $79,342 | 12/31/2023 | TLH | 732,886 | $79,342 | 12/31/2023 | Financial Advisory Service Inc. | 610,689 | $66,113 | 12/31/2023 | TLH | 610,689 | $66,113 | 12/31/2023 | Royal Bank of Canada | 579,468 | $62,732 | 12/31/2023 | TLH | 579,468 | $62,732 | 12/31/2023 | Destination Wealth Management | 567,862 | $61,477 | 12/31/2023 | TLH | 567,862 | $61,477 | 12/31/2023 | Sequoia Financial Advisors LLC | 557,868 | $60,395 | 12/31/2023 | TLH | 557,868 | $60,395 | 12/31/2023 | First Citizens Bank & Trust Co. | 536,219 | $56,319 | 03/31/2024 | TLH | 536,219 | $56,319 | 03/31/2024 | RiverFront Investment Group LLC | 513,550 | $55,597 | 12/31/2023 | TLH | 513,550 | $55,597 | 12/31/2023 | BlackRock Inc. | 498,737 | $53,993 | 12/31/2023 | TLH | 498,737 | $53,993 | 12/31/2023 | Smith Anglin Financial LLC | 448,209 | $47,075 | 03/31/2024 | TLH | 448,209 | $47,075 | 03/31/2024 | Benjamin F. Edwards & Company Inc. | 418,695 | $45,328 | 12/31/2023 | TLH | 418,695 | $45,328 | 12/31/2023 | Advisor Group Holdings Inc. | 385,208 | $41,716 | 12/31/2023 | TLH | 385,208 | $41,716 | 12/31/2023 | Commonwealth Equity Services LLC | 354,014 | $38,326 | 12/31/2023 | TLH | 354,014 | $38,326 | 12/31/2023 | Raymond James & Associates | 364,236 | $38,256 | 03/31/2024 | TLH | 364,236 | $38,256 | 03/31/2024 | Janney Montgomery Scott LLC | 322,482 | $34,911 | 12/31/2023 | TLH | 322,482 | $34,911 | 12/31/2023 | Prime Capital Investment Advisors LLC | 312,559 | $33,838 | 12/31/2023 | TLH | 312,559 | $33,838 | 12/31/2023 | CWM LLC | 303,422 | $31,868 | 03/31/2024 | TLH | 303,422 | $31,868 | 03/31/2024 | Marks Wealth LLC | 294,006 | $31,829 | 12/31/2023 | TLH | 294,006 | $31,829 | 12/31/2023 | Captrust Financial Advisors | 278,429 | $30,143 | 12/31/2023 | TLH | 278,429 | $30,143 | 12/31/2023 | MML Investors Services LLC | 248,860 | $26,942 | 12/31/2023 | TLH | 248,860 | $26,942 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 244,304 | $25,659 | 03/31/2024 | TLH | 244,304 | $25,659 | 03/31/2024 | Northwestern Mutual Wealth Management Co. | 233,362 | $25,264 | 12/31/2023 | TLH | 233,362 | $25,264 | 12/31/2023 | Arrow Financial Corp | 232,590 | $25,180 | 12/31/2023 | TLH | 232,590 | $25,180 | 12/31/2023 | Traverso Chambers Private Wealth Management LLC | 211,855 | $22,935 | 12/31/2023 | TLH | 211,855 | $22,935 | 12/31/2023 | Bank of Montreal Can | 194,519 | $21,193 | 12/31/2023 | TLH | 194,519 | $21,193 | 12/31/2023 | TD Waterhouse Canada Inc. | 194,145 | $21,018 | 12/31/2023 | TLH | 194,145 | $21,018 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 190,242 | $19,981 | 03/31/2024 | TLH | 190,242 | $19,981 | 03/31/2024 | Thrivent Financial for Lutherans | 170,066 | $18,411 | 12/31/2023 | TLH | 170,066 | $18,411 | 12/31/2023 | Park Avenue Securities LLC | 174,817 | $18,361 | 03/31/2024 | TLH | 174,817 | $18,361 | 03/31/2024 | Wealth Enhancement Advisory Services LLC | 168,741 | $17,723 | 03/31/2024 | TLH | 168,741 | $17,723 | 03/31/2024 | Members Advisory Group LLC | 159,154 | $17,230 | 12/31/2023 | TLH | 159,154 | $17,230 | 12/31/2023 | Johnson Bixby & Associates LLC | 163,449 | $17,167 | 03/31/2024 | TLH | 163,449 | $17,167 | 03/31/2024 | Cetera Investment Advisers | 153,700 | $16,640 | 12/31/2023 | TLH | 153,700 | $16,640 | 12/31/2023 | Regatta Capital Group LLC | 153,932 | $16,167 | 03/31/2024 | TLH | 153,932 | $16,167 | 03/31/2024 | Connectus Wealth LLC | 146,837 | $15,939 | 12/31/2023 | TLH | 146,837 | $15,939 | 12/31/2023 | First Financial Bank Trust Division | 134,374 | $14,113 | 03/31/2024 | TLH | 134,374 | $14,113 | 03/31/2024 | Financial Gravity Asset Management Inc. | 123,550 | $13,376 | 12/31/2023 | TLH | 123,550 | $13,376 | 12/31/2023 | David Loasby | 125,993 | $13,330 | 12/31/2023 | TLH | 125,993 | $13,330 | 12/31/2023 | Goelzer Investment Management Inc. | 118,424 | $12,821 | 12/31/2023 | TLH | 118,424 | $12,821 | 12/31/2023 | Quantitative Strategies Inc. | 109,426 | $11,846 | 12/31/2023 | TLH | 109,426 | $11,846 | 12/31/2023 | HighTower Advisors LLC | 105,781 | $11,460 | 12/31/2023 | TLH | 105,781 | $11,460 | 12/31/2023 | Cetera Advisor Networks LLC | 102,872 | $11,137 | 12/31/2023 | TLH | 102,872 | $11,137 | 12/31/2023 | Rockefeller Capital Management L.P. | 100,427 | $10,872 | 12/31/2023 | TLH | 100,427 | $10,872 | 12/31/2023 | Bank of New York Mellon Corp | 97,660 | $10,573 | 12/31/2023 | TLH | 97,660 | $10,573 | 12/31/2023 | Daymark Wealth Partners LLC | 99,658 | $10,467 | 03/31/2024 | TLH | 99,658 | $10,467 | 03/31/2024 | Vestmark Advisory Solutions Inc. | 92,351 | $9,998 | 12/31/2023 | TLH | 92,351 | $9,998 | 12/31/2023 | Hengehold Capital Management LLC | 93,704 | $9,842 | 03/31/2024 | TLH | 93,704 | $9,842 | 03/31/2024 | Financial Life Advisors | 92,135 | $9,677 | 03/31/2024 | TLH | 92,135 | $9,677 | 03/31/2024 | Beacon Pointe Advisors LLC | 87,170 | $9,437 | 12/31/2023 | TLH | 87,170 | $9,437 | 12/31/2023 | Columbia Trust Co 01012016 | 85,824 | $9,291 | 12/31/2023 | TLH | 85,824 | $9,291 | 12/31/2023 | BCJ Capital Management LLC | 82,895 | $8,974 | 12/31/2023 | TLH | 82,895 | $8,974 | 12/31/2023 | Benchmark Investment Advisors LLC | 82,895 | $8,974 | 12/31/2023 | TLH | 82,895 | $8,974 | 12/31/2023 | Cambridge Trust Co. | 80,407 | $8,705 | 12/31/2023 | TLH | 80,407 | $8,705 | 12/31/2023 | Citadel Advisors LLC | | $8,605 | 12/31/2023 | TLH | 42,785 | $4,632 | 12/31/2023 | Call | 41,500 | $4,493 | 12/31/2023 | Put | 4,800 | $520 | 12/31/2023 | Confluence Investment Management LLC | 79,329 | $8,332 | 03/31/2024 | TLH | 79,329 | $8,332 | 03/31/2024 | Cetera Advisors LLC | 76,369 | $8,268 | 12/31/2023 | TLH | 76,369 | $8,268 | 12/31/2023 | Assetmark Inc. | 74,025 | $8,014 | 12/31/2023 | TLH | 74,025 | $8,014 | 12/31/2023 | Arvest Investments Inc. | 75,675 | $7,948 | 03/31/2024 | TLH | 75,675 | $7,948 | 03/31/2024 | Benedetti & Gucer Inc. | 70,129 | $7,592 | 12/31/2023 | TLH | 70,129 | $7,592 | 12/31/2023 | Atria Investments LLC | 70,115 | $7,591 | 12/31/2023 | TLH | 70,115 | $7,591 | 12/31/2023 | EWA LLC | 67,464 | $7,172 | 12/31/2023 | TLH | 67,464 | $7,172 | 12/31/2023 | Syon Capital LLC | 66,113 | $7,157 | 12/31/2023 | TLH | 66,113 | $7,157 | 12/31/2023 | Resources Investment Advisors LLC. | 65,433 | $7,084 | 12/31/2023 | TLH | 65,433 | $7,084 | 12/31/2023 | IHT Wealth Management LLC | 65,221 | $7,061 | 12/31/2023 | TLH | 65,221 | $7,061 | 12/31/2023 | Royal Harbor Partners LLC | 64,556 | $6,989 | 12/31/2023 | TLH | 64,556 | $6,989 | 12/31/2023 | Principal Securities Inc. | 61,376 | $6,645 | 12/31/2023 | TLH | 61,376 | $6,645 | 12/31/2023 | Mutual Advisors LLC | 60,739 | $6,576 | 12/31/2023 | TLH | 60,739 | $6,576 | 12/31/2023 | Transcend Wealth Collective LLC | 60,359 | $6,534 | 12/31/2023 | TLH | 60,359 | $6,534 | 12/31/2023 | First Citizens Asset Management Inc. | 59,462 | $6,508 | 12/31/2023 | TLH | 59,462 | $6,508 | 12/31/2023 | Affinity Capital Advisors LLC | 61,734 | $6,484 | 03/31/2024 | TLH | 61,734 | $6,484 | 03/31/2024 | Scotia Capital Inc. | 59,370 | $6,427 | 12/31/2023 | TLH | 59,370 | $6,427 | 12/31/2023 | Focus Financial Network Inc. ADV | 58,193 | $6,300 | 12/31/2023 | TLH | 58,193 | $6,300 | 12/31/2023 | Krilogy Financial LLC | 59,128 | $6,210 | 03/31/2024 | TLH | 59,128 | $6,210 | 03/31/2024 | Private Advisor Group LLC | 55,851 | $6,046 | 12/31/2023 | TLH | 55,851 | $6,046 | 12/31/2023 | Harvest Portfolios Group Inc. | 53,724 | $5,816 | 12/31/2023 | TLH | 53,724 | $5,816 | 12/31/2023 | Steward Partners Investment Advisory LLC | 52,151 | $5,646 | 12/31/2023 | TLH | 52,151 | $5,646 | 12/31/2023 | Trustmark National Bank Trust Department | 51,734 | $5,601 | 12/31/2023 | TLH | 51,734 | $5,601 | 12/31/2023 | Focus Financial Network Inc. | 54,070 | $5,379 | 03/31/2024 | TLH | 54,070 | $5,379 | 03/31/2024 | Atria Wealth Solutions Inc. | 49,345 | $5,342 | 12/31/2023 | TLH | 49,345 | $5,342 | 12/31/2023 | Keybank National Association OH | 48,943 | $5,299 | 12/31/2023 | TLH | 48,943 | $5,299 | 12/31/2023 | Cresta Advisors Ltd. | 47,017 | $5,090 | 12/31/2023 | TLH | 47,017 | $5,090 | 12/31/2023 | Comerica Bank | 45,631 | $4,940 | 12/31/2023 | TLH | 45,631 | $4,940 | 12/31/2023 | Icon Wealth Advisors LLC | 45,581 | $4,935 | 12/31/2023 | TLH | 45,581 | $4,935 | 12/31/2023 | BEAM Asset Management LLC | 45,061 | $4,878 | 12/31/2023 | TLH | 45,061 | $4,878 | 12/31/2023 | Avaii Wealth Management LLC | 42,304 | $4,580 | 12/31/2023 | TLH | 42,304 | $4,580 | 12/31/2023 | Premier Path Wealth Partners LLC | 44,329 | $4,523 | 03/31/2024 | TLH | 44,329 | $4,523 | 03/31/2024 | Parallel Advisors LLC | 41,324 | $4,474 | 12/31/2023 | TLH | 41,324 | $4,474 | 12/31/2023 | Evergreen Private Wealth LLC | 40,932 | $4,299 | 03/31/2024 | TLH | 40,932 | $4,299 | 03/31/2024 | Susquehanna International Group LLP | | $4,287 | 12/31/2023 | Call | 61,000 | $6,604 | 12/31/2023 | Put | 21,400 | $2,317 | 12/31/2023 | Benjamin Edwards Inc. | 35,593 | $3,853 | 12/31/2023 | TLH | 35,593 | $3,853 | 12/31/2023 | GWM Advisors LLC | 36,001 | $3,805 | 12/31/2023 | TLH | 36,001 | $3,805 | 12/31/2023 | Cary Street Partners Asset Management LLC | 34,205 | $3,703 | 12/31/2023 | TLH | 34,205 | $3,703 | 12/31/2023 | Foundations Investment Advisors LLC | 33,659 | $3,641 | 12/31/2023 | TLH | 33,659 | $3,641 | 12/31/2023 | Conrad Siegel Investment Advisors Inc. | 34,397 | $3,613 | 03/31/2024 | TLH | 34,397 | $3,613 | 03/31/2024 | One Wealth Advisors LLC | 33,858 | $3,556 | 03/31/2024 | TLH | 33,858 | $3,556 | 03/31/2024 | Boston Private Wealth LLC | 31,930 | $3,457 | 12/31/2023 | TLH | 31,930 | $3,457 | 12/31/2023 | Ehrlich Financial Group | 32,509 | $3,414 | 03/31/2024 | TLH | 32,509 | $3,414 | 03/31/2024 | Cedrus LLC | 31,595 | $3,318 | 03/31/2024 | TLH | 31,595 | $3,318 | 03/31/2024 | Smartleaf Asset Management LLC | 30,291 | $3,300 | 12/31/2023 | TLH | 30,291 | $3,300 | 12/31/2023 | Nicolet Bankshares Inc. | 30,117 | $3,260 | 12/31/2023 | TLH | 30,117 | $3,260 | 12/31/2023 | Modus Advisors LLC | 30,907 | $3,246 | 03/31/2024 | TLH | 30,907 | $3,246 | 03/31/2024 | Lionsbridge Wealth Management LLC | 28,888 | $3,127 | 12/31/2023 | TLH | 28,888 | $3,127 | 12/31/2023 | Russell Investments Group Ltd. | 27,126 | $2,937 | 12/31/2023 | TLH | 27,126 | $2,937 | 12/31/2023 | Integrated Wealth Concepts LLC | 26,018 | $2,817 | 12/31/2023 | TLH | 26,018 | $2,817 | 12/31/2023 | LVW Advisors LLC | 26,334 | $2,766 | 03/31/2024 | TLH | 26,334 | $2,766 | 03/31/2024 | Great Valley Advisor Group Inc. | 25,531 | $2,764 | 12/31/2023 | TLH | 25,531 | $2,764 | 12/31/2023 | Stratos Wealth Partners LTD. | 26,307 | $2,763 | 03/31/2024 | TLH | 26,307 | $2,763 | 03/31/2024 | Forte Asset Management LLC | 25,366 | $2,746 | 12/31/2023 | TLH | 25,366 | $2,746 | 12/31/2023 | Kestra Advisory Services LLC | 24,149 | $2,614 | 12/31/2023 | TLH | 24,149 | $2,614 | 12/31/2023 | Prudential Financial Inc. | 24,002 | $2,599 | 12/31/2023 | TLH | 24,002 | $2,599 | 12/31/2023 | Geneos Wealth Management Inc. | 23,730 | $2,569 | 12/31/2023 | TLH | 23,730 | $2,569 | 12/31/2023 | Clear Creek Financial Management LLC | 23,204 | $2,512 | 12/31/2023 | TLH | 23,204 | $2,512 | 12/31/2023 | Advisory Services Network LLC | 22,056 | $2,388 | 12/31/2023 | TLH | 22,056 | $2,388 | 12/31/2023 | U.S. Capital Wealth Advisors LLC | 21,439 | $2,321 | 12/31/2023 | TLH | 21,439 | $2,321 | 12/31/2023 | RSM US Wealth Management LLC | 21,341 | $2,310 | 12/31/2023 | TLH | 21,341 | $2,310 | 12/31/2023 | Cooper Financial Group | 21,066 | $2,213 | 03/31/2024 | TLH | 21,066 | $2,213 | 03/31/2024 | Global Endowment Management LP | 20,210 | $2,188 | 12/31/2023 | TLH | 20,210 | $2,188 | 12/31/2023 | Patron Partners Advisors LLC | 20,213 | $2,188 | 12/31/2023 | TLH | 20,213 | $2,188 | 12/31/2023 | MN Wealth Advisors LLC | 19,143 | $2,072 | 12/31/2023 | TLH | 19,143 | $2,072 | 12/31/2023 | Swmg LLC | 18,825 | $2,038 | 12/31/2023 | TLH | 18,825 | $2,038 | 12/31/2023 | Orion Portfolio Solutions LLC | 18,599 | $1,985 | 12/31/2023 | TLH | 18,599 | $1,985 | 12/31/2023 | WealthShield Partners LLC | 17,706 | $1,917 | 12/31/2023 | TLH | 17,706 | $1,917 | 12/31/2023 | Horst & Graben Wealth Management LLC | 17,887 | $1,879 | 03/31/2024 | TLH | 17,887 | $1,879 | 03/31/2024 | Massmutual Trust Co. FSB ADV | 17,012 | $1,787 | 03/31/2024 | TLH | 17,012 | $1,787 | 03/31/2024 | Proequities Inc. | 16,458 | $1,782 | 12/31/2023 | TLH | 16,458 | $1,782 | 12/31/2023 | Sound Income Strategies LLC | 16,616 | $1,745 | 03/31/2024 | TLH | 16,616 | $1,745 | 03/31/2024 | Avantax Advisory Services Inc. | 16,111 | $1,744 | 12/31/2023 | TLH | 16,111 | $1,744 | 12/31/2023 | Citigroup Inc. | 15,922 | $1,724 | 12/31/2023 | TLH | 15,922 | $1,724 | 12/31/2023 | National Asset Management Inc. | 15,877 | $1,719 | 12/31/2023 | TLH | 15,877 | $1,719 | 12/31/2023 | GeoWealth Management LLC | 15,709 | $1,700 | 12/31/2023 | TLH | 15,709 | $1,700 | 12/31/2023 | PFG Investments LLC | 15,909 | $1,671 | 03/31/2024 | TLH | 15,909 | $1,671 | 03/31/2024 | Castle Rock Wealth Management LLC | 15,583 | $1,651 | 12/31/2023 | TLH | 15,583 | $1,651 | 12/31/2023 | One Wealth Management Investment & Advisory Services LLC | 15,110 | $1,636 | 12/31/2023 | TLH | 15,110 | $1,636 | 12/31/2023 | ShoreHaven Wealth Partners LLC | 14,705 | $1,592 | 12/31/2023 | TLH | 14,705 | $1,592 | 12/31/2023 | Mariner LLC | 14,290 | $1,547 | 12/31/2023 | TLH | 14,290 | $1,547 | 12/31/2023 | One Day In July LLC | 14,158 | $1,533 | 12/31/2023 | TLH | 14,158 | $1,533 | 12/31/2023 | MA Private Wealth | 14,139 | $1,531 | 12/31/2023 | TLH | 14,139 | $1,531 | 12/31/2023 | Financial Services Advisory Inc | 14,043 | $1,520 | 12/31/2023 | TLH | 14,043 | $1,520 | 12/31/2023 | Legacy Private Trust Co. | 14,120 | $1,483 | 03/31/2024 | TLH | 14,120 | $1,483 | 03/31/2024 | Morningstar Investment Services LLC | 13,598 | $1,482 | 12/31/2023 | TLH | 13,598 | $1,482 | 12/31/2023 | Townsquare Capital LLC | 13,430 | $1,454 | 12/31/2023 | TLH | 13,430 | $1,454 | 12/31/2023 | Strategic Blueprint LLC | 13,133 | $1,379 | 03/31/2024 | TLH | 13,133 | $1,379 | 03/31/2024 | OLD Mission Capital LLC | 12,372 | $1,339 | 12/31/2023 | TLH | 12,372 | $1,339 | 12/31/2023 | RFG Advisory LLC | 12,510 | $1,314 | 03/31/2024 | TLH | 12,510 | $1,314 | 03/31/2024 | Merit Financial Group LLC | 12,079 | $1,308 | 12/31/2023 | TLH | 12,079 | $1,308 | 12/31/2023 | IFP Advisors Inc | 12,012 | $1,301 | 12/31/2023 | TLH | 12,012 | $1,301 | 12/31/2023 | Ballew Advisors Inc | 12,879 | $1,296 | 03/31/2024 | TLH | 12,879 | $1,296 | 03/31/2024 | Apollon Wealth Management LLC | 11,931 | $1,292 | 12/31/2023 | TLH | 11,931 | $1,292 | 12/31/2023 | Keebeck Wealth Management LLC | 11,725 | $1,269 | 12/31/2023 | TLH | 11,725 | $1,269 | 12/31/2023 | TrinityPoint Wealth LLC | 11,644 | $1,261 | 12/31/2023 | TLH | 11,644 | $1,261 | 12/31/2023 | Visionary Wealth Advisors | 11,252 | $1,218 | 12/31/2023 | TLH | 11,252 | $1,218 | 12/31/2023 | Qube Research & Technologies Ltd | 11,140 | $1,206 | 12/31/2023 | TLH | 11,140 | $1,206 | 12/31/2023 | ONE Advisory Partners LLC | 11,111 | $1,167 | 03/31/2024 | TLH | 11,111 | $1,167 | 03/31/2024 | ProVise Management Group LLC | 10,759 | $1,165 | 12/31/2023 | TLH | 10,759 | $1,165 | 12/31/2023 | My Legacy Advisors LLC | 10,892 | $1,161 | 12/31/2023 | TLH | 10,892 | $1,161 | 12/31/2023 | Colony Group LLC | 10,684 | $1,157 | 12/31/2023 | TLH | 10,684 | $1,157 | 12/31/2023 | Quadrant Private Wealth Management LLC | 10,651 | $1,153 | 12/31/2023 | TLH | 10,651 | $1,153 | 12/31/2023 | Kingsview Wealth Management LLC | 10,530 | $1,140 | 12/31/2023 | TLH | 10,530 | $1,140 | 12/31/2023 | Golden State Equity Partners | 10,492 | $1,136 | 12/31/2023 | TLH | 10,492 | $1,136 | 12/31/2023 | Collective Family Office LLC | 10,690 | $1,123 | 03/31/2024 | TLH | 10,690 | $1,123 | 03/31/2024 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 10,366 | $1,122 | 12/31/2023 | TLH | 10,366 | $1,122 | 12/31/2023 | Values First Advisors Inc. | 10,475 | $1,100 | 03/31/2024 | TLH | 10,475 | $1,100 | 03/31/2024 | Jane Street Group LLC | 10,136 | $1,097 | 12/31/2023 | TLH | 10,136 | $1,097 | 12/31/2023 | Client 1ST Advisory Group LLC | 10,077 | $1,091 | 12/31/2023 | TLH | 10,077 | $1,091 | 12/31/2023 | PFG Advisors | 10,058 | $1,089 | 12/31/2023 | TLH | 10,058 | $1,089 | 12/31/2023 | Mendel Capital Management LLC | 9,985 | $1,081 | 12/31/2023 | TLH | 9,985 | $1,081 | 12/31/2023 | Kestra Private Wealth Services LLC | 9,935 | $1,076 | 12/31/2023 | TLH | 9,935 | $1,076 | 12/31/2023 | Astoria Portfolio Advisors LLC. | 10,690 | $1,064 | 03/31/2024 | TLH | 10,690 | $1,064 | 03/31/2024 | Liberty Wealth Management LLC | 9,769 | $1,058 | 12/31/2023 | TLH | 9,769 | $1,058 | 12/31/2023 | WNY Asset Management LLC | 9,776 | $1,058 | 12/31/2023 | TLH | 9,776 | $1,058 | 12/31/2023 | Source Financial Advisors LLC | 9,776 | $1,058 | 12/31/2023 | TLH | 9,776 | $1,058 | 12/31/2023 | Mechanics Bank Trust Department | 10,000 | $1,050 | 03/31/2024 | TLH | 10,000 | $1,050 | 03/31/2024 | Farther Finance Advisors LLC | 9,674 | $1,047 | 12/31/2023 | TLH | 9,674 | $1,047 | 12/31/2023 | Sykon Capital LLC | 9,576 | $1,037 | 12/31/2023 | TLH | 9,576 | $1,037 | 12/31/2023 | Equitable Holdings Inc. | 9,548 | $1,034 | 12/31/2023 | TLH | 9,548 | $1,034 | 12/31/2023 | Change Path LLC | 9,452 | $1,023 | 12/31/2023 | TLH | 9,452 | $1,023 | 12/31/2023 | We Are One Seven LLC | 9,441 | $1,022 | 12/31/2023 | TLH | 9,441 | $1,022 | 12/31/2023 | High Falls Advisors Inc | 9,380 | $1,015 | 12/31/2023 | TLH | 9,380 | $1,015 | 12/31/2023 | GenWealth Group Inc. | 9,654 | $1,014 | 03/31/2024 | TLH | 9,654 | $1,014 | 03/31/2024 | James Investment Research Inc. | 9,362 | $1,014 | 12/31/2023 | TLH | 9,362 | $1,014 | 12/31/2023 | Baird Financial Group Inc. | 9,205 | $997 | 12/31/2023 | TLH | 9,205 | $997 | 12/31/2023 | GLOBALT Investments LLC GA | 9,138 | $989 | 12/31/2023 | TLH | 9,138 | $989 | 12/31/2023 | New Potomac Partners LLC | 9,042 | $979 | 12/31/2023 | TLH | 9,042 | $979 | 12/31/2023 | ASB Consultores LLC | 9,032 | $978 | 12/31/2023 | TLH | 9,032 | $978 | 12/31/2023 | Venturi Wealth Management LLC | 8,975 | $943 | 03/31/2024 | TLH | 8,975 | $943 | 03/31/2024 | Financial Advocates Investment Management | 8,734 | $940 | 12/31/2023 | TLH | 8,734 | $940 | 12/31/2023 | First Horizon Advisors Inc. | 8,547 | $925 | 12/31/2023 | TLH | 8,547 | $925 | 12/31/2023 | Summit X LLC | 8,263 | $905 | 12/31/2023 | TLH | 8,263 | $905 | 12/31/2023 | Prudential PLC | 8,310 | $900 | 12/31/2023 | TLH | 8,310 | $900 | 12/31/2023 | Buckingham Strategic Wealth LLC | 8,249 | $893 | 12/31/2023 | TLH | 8,249 | $893 | 12/31/2023 | Charles Schwab Investment Management Inc. | 8,243 | $892 | 12/31/2023 | TLH | 8,243 | $892 | 12/31/2023 | Aveo Capital Partners LLC | 7,918 | $857 | 12/31/2023 | TLH | 7,918 | $857 | 12/31/2023 | Cyndeo Wealth Partners LLC | 8,117 | $853 | 03/31/2024 | TLH | 8,117 | $853 | 03/31/2024 | Peninsula Wealth LLC | 7,787 | $843 | 12/31/2023 | TLH | 7,787 | $843 | 12/31/2023 | Shared Vision Wealth Group LLC | 7,785 | $843 | 12/31/2023 | TLH | 7,785 | $843 | 12/31/2023 | Hsbc Holdings PLC | 7,765 | $841 | 12/31/2023 | TLH | 7,765 | $841 | 12/31/2023 | Peak Financial Management Inc. | 7,915 | $831 | 03/31/2024 | TLH | 7,915 | $831 | 03/31/2024 | Lane & Associates LLC | 7,721 | $811 | 03/31/2024 | TLH | 7,721 | $811 | 03/31/2024 | Cerity Partners LLC | 7,402 | $801 | 12/31/2023 | TLH | 7,402 | $801 | 12/31/2023 | LexAurum Advisors LLC | 7,422 | $780 | 03/31/2024 | TLH | 7,422 | $780 | 03/31/2024 | Creative Planning | 7,161 | $775 | 12/31/2023 | TLH | 7,161 | $775 | 12/31/2023 | Cypress Wealth Services LLC | 7,315 | $768 | 03/31/2024 | TLH | 7,315 | $768 | 03/31/2024 | Mayflower Financial Advisors LLC | 6,905 | $748 | 12/31/2023 | TLH | 6,905 | $748 | 12/31/2023 | Bridgeworth LLC | 6,897 | $747 | 12/31/2023 | TLH | 6,897 | $747 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 6,885 | $745 | 12/31/2023 | TLH | 6,885 | $745 | 12/31/2023 | Global Retirement Partners LLC | 6,971 | $732 | 03/31/2024 | TLH | 6,971 | $732 | 03/31/2024 | Adroit Compliance LLC | 6,691 | $724 | 12/31/2023 | TLH | 6,691 | $724 | 12/31/2023 | Klaas Financial Asset Advisors LLC | 6,691 | $724 | 12/31/2023 | TLH | 6,691 | $724 | 12/31/2023 | Ascent Group LLC | 6,806 | $709 | 12/31/2023 | TLH | 6,806 | $709 | 12/31/2023 | Freestone Capital Holdings LLC | 6,527 | $707 | 12/31/2023 | TLH | 6,527 | $707 | 12/31/2023 | SCS Capital Management LLC | 6,416 | $695 | 12/31/2023 | TLH | 6,416 | $695 | 12/31/2023 | Vicus Capital | 6,361 | $668 | 03/31/2024 | TLH | 6,361 | $668 | 03/31/2024 | Prospera Financial Services Inc | 6,050 | $655 | 12/31/2023 | TLH | 6,050 | $655 | 12/31/2023 | Stratos Wealth Advisors LLC | 6,167 | $648 | 03/31/2024 | TLH | 6,167 | $648 | 03/31/2024 | Essex Financial Services Inc. | 6,145 | $645 | 03/31/2024 | TLH | 6,145 | $645 | 03/31/2024 | Lincoln National Corp | 5,952 | $644 | 12/31/2023 | TLH | 5,952 | $644 | 12/31/2023 | Provence Wealth Management Group | 5,892 | $638 | 12/31/2023 | TLH | 5,892 | $638 | 12/31/2023 | Shelter Mutual Insurance Co | 5,880 | $637 | 12/31/2023 | TLH | 5,880 | $637 | 12/31/2023 | True Vision MN LLC | 5,835 | $632 | 12/31/2023 | TLH | 5,835 | $632 | 12/31/2023 | Scientech Research LLC | 5,695 | $616 | 12/31/2023 | TLH | 5,695 | $616 | 12/31/2023 | Spire Wealth Management | 5,826 | $612 | 03/31/2024 | TLH | 5,826 | $612 | 03/31/2024 | Lockerman Financial Group Inc. | 5,806 | $610 | 03/31/2024 | TLH | 5,806 | $610 | 03/31/2024 | Simplicity Wealth LLC | 5,520 | $580 | 03/31/2024 | TLH | 5,520 | $580 | 03/31/2024 | RHS Financial LLC | 5,347 | $562 | 03/31/2024 | TLH | 5,347 | $562 | 03/31/2024 | Market Street Wealth Management Advisors LLC | 5,299 | $557 | 03/31/2024 | TLH | 5,299 | $557 | 03/31/2024 | Roman Butler Fullerton & Co. | 5,330 | $556 | 12/31/2023 | TLH | 5,330 | $556 | 12/31/2023 | Millennium Management LLC | 5,007 | $542 | 12/31/2023 | TLH | 5,007 | $542 | 12/31/2023 | Betterment LLC | 4,972 | $538 | 12/31/2023 | TLH | 4,972 | $538 | 12/31/2023 | Raymond James Trust N.A. | 5,117 | $537 | 03/31/2024 | TLH | 5,117 | $537 | 03/31/2024 | Private Trust Co. NA | 5,063 | $532 | 03/31/2024 | TLH | 5,063 | $532 | 03/31/2024 | Cary Street Partners Investment Advisory LLC | 4,907 | $531 | 12/31/2023 | TLH | 4,907 | $531 | 12/31/2023 | Kickstand Ventures LLC. | 4,879 | $528 | 12/31/2023 | TLH | 4,879 | $528 | 12/31/2023 | AE Wealth Management LLC | 5,057 | $527 | 12/31/2023 | TLH | 5,057 | $527 | 12/31/2023 | Strategic Investment Advisors MI | 4,984 | $523 | 03/31/2024 | TLH | 4,984 | $523 | 03/31/2024 | NBC Securities Inc. | 4,854 | $519 | 03/31/2024 | TLH | 4,854 | $519 | 03/31/2024 | Harbor Investment Advisory LLC | 4,823 | $507 | 03/31/2024 | TLH | 4,823 | $507 | 03/31/2024 | Crabel Capital Management LLC | 4,482 | $485 | 12/31/2023 | TLH | 4,482 | $485 | 12/31/2023 | Lifeworks Advisors LLC | 4,316 | $467 | 12/31/2023 | TLH | 4,316 | $467 | 12/31/2023 | Stone House Investment Management LLC | 4,280 | $463 | 12/31/2023 | TLH | 4,280 | $463 | 12/31/2023 | NDVR Inc. | 4,182 | $453 | 12/31/2023 | TLH | 4,182 | $453 | 12/31/2023 | Tudor Investment Corp Et Al | 4,175 | $452 | 12/31/2023 | TLH | 4,175 | $452 | 12/31/2023 | Vermillion & White Wealth Management Group LLC | 4,176 | $452 | 12/31/2023 | TLH | 4,176 | $452 | 12/31/2023 | Whittier Trust Co. | 4,134 | $448 | 12/31/2023 | TLH | 4,134 | $448 | 12/31/2023 | Latitude Advisors LLC | 4,128 | $447 | 12/31/2023 | TLH | 4,128 | $447 | 12/31/2023 | Pacific Wealth Management | 4,093 | $443 | 03/31/2024 | TLH | 4,093 | $443 | 03/31/2024 | Gateway Wealth Partners LLC | 4,000 | $433 | 12/31/2023 | TLH | 4,000 | $433 | 12/31/2023 | Vista Private Wealth Partners. LLC | 3,999 | $427 | 12/31/2023 | TLH | 3,999 | $427 | 12/31/2023 | Theory Financial LLC | 3,909 | $423 | 12/31/2023 | TLH | 3,909 | $423 | 12/31/2023 | Checchi Capital Advisers LLC | 3,871 | $419 | 12/31/2023 | TLH | 3,871 | $419 | 12/31/2023 | Wayfinding Financial LLC | 3,855 | $417 | 12/31/2023 | TLH | 3,855 | $417 | 12/31/2023 | RS Crum Inc. | 3,830 | $415 | 12/31/2023 | TLH | 3,830 | $415 | 12/31/2023 | Mosley Wealth Management | 3,943 | $414 | 03/31/2024 | TLH | 3,943 | $414 | 03/31/2024 | JT Stratford LLC | 3,799 | $411 | 12/31/2023 | TLH | 3,799 | $411 | 12/31/2023 | Apeiron RIA LLC | 3,847 | $404 | 03/31/2024 | TLH | 3,847 | $404 | 03/31/2024 | J. W. Coons Advisors LLC | 3,635 | $394 | 12/31/2023 | TLH | 3,635 | $394 | 12/31/2023 | IFG Advisory LLC | 3,591 | $389 | 12/31/2023 | TLH | 3,591 | $389 | 12/31/2023 | Gries Financial LLC | 3,583 | $388 | 12/31/2023 | TLH | 3,583 | $388 | 12/31/2023 | Mmbg Investment Advisors CO. | 3,488 | $378 | 12/31/2023 | TLH | 3,488 | $378 | 12/31/2023 | Hilltop Holdings Inc. | 3,482 | $377 | 12/31/2023 | TLH | 3,482 | $377 | 12/31/2023 | Invenio Wealth Partners LLC | 3,482 | $377 | 12/31/2023 | TLH | 3,482 | $377 | 12/31/2023 | Csenge Advisory Group | 3,462 | $375 | 12/31/2023 | TLH | 3,462 | $375 | 12/31/2023 | Firethorn Wealth Partners LLC | 3,474 | $365 | 03/31/2024 | TLH | 3,474 | $365 | 03/31/2024 | Aprio Wealth Management LLC | 3,425 | $360 | 03/31/2024 | TLH | 3,425 | $360 | 03/31/2024 | Wedbush Securities Inc. | 3,227 | $349 | 12/31/2023 | TLH | 3,227 | $349 | 12/31/2023 | Regal Investment Advisors LLC | 3,209 | $347 | 12/31/2023 | TLH | 3,209 | $347 | 12/31/2023 | Security Financial Services INC. | 3,273 | $344 | 03/31/2024 | TLH | 3,273 | $344 | 03/31/2024 | Bulltick Wealth Management LLC | 3,121 | $338 | 12/31/2023 | TLH | 3,121 | $338 | 12/31/2023 | TNF LLC | 3,168 | $333 | 12/31/2023 | TLH | 3,168 | $333 | 12/31/2023 | SigFig Wealth Management LLC | 3,068 | $332 | 12/31/2023 | TLH | 3,068 | $332 | 12/31/2023 | Robertson Stephens Wealth Management LLC | 3,067 | $332 | 12/31/2023 | TLH | 3,067 | $332 | 12/31/2023 | Wealth Alliance | 2,952 | $320 | 12/31/2023 | TLH | 2,952 | $320 | 12/31/2023 | Spectrum Wealth Counsel LLC | 2,872 | $311 | 12/31/2023 | TLH | 2,872 | $311 | 12/31/2023 | Consilium Wealth Advisory LLC | 2,868 | $310 | 12/31/2023 | TLH | 2,868 | $310 | 12/31/2023 | GTS Securities LLC | 2,857 | $309 | 12/31/2023 | TLH | 2,857 | $309 | 12/31/2023 | Snowden Capital Advisors LLC | 2,792 | $302 | 12/31/2023 | TLH | 2,792 | $302 | 12/31/2023 | Hazlett Burt & Watson Inc. | 2,721 | $293 | 12/31/2023 | TLH | 2,721 | $293 | 12/31/2023 | TSA Wealth Managment LLC | 2,693 | $292 | 12/31/2023 | TLH | 2,693 | $292 | 12/31/2023 | Milestone Asset Management LLC | 2,668 | $280 | 03/31/2024 | TLH | 2,668 | $280 | 03/31/2024 | FDx Advisors Inc. | 2,559 | $277 | 12/31/2023 | TLH | 2,559 | $277 | 12/31/2023 | MCF Advisors LLC | 2,567 | $270 | 03/31/2024 | TLH | 2,567 | $270 | 03/31/2024 | Royal Fund Management LLC | 2,569 | $270 | 03/31/2024 | TLH | 2,569 | $270 | 03/31/2024 | Sunbelt Securities Inc. | 2,563 | $269 | 03/31/2024 | TLH | 2,563 | $269 | 03/31/2024 | Dfpg Investments LLC | 2,399 | $259 | 12/31/2023 | TLH | 2,399 | $259 | 12/31/2023 | Beacon Financial Group | 2,313 | $250 | 12/31/2023 | TLH | 2,313 | $250 | 12/31/2023 | Tempus Wealth Planning LLC | 2,368 | $249 | 03/31/2024 | TLH | 2,368 | $249 | 03/31/2024 | Verus Capital Partners LLC | 2,304 | $249 | 12/31/2023 | TLH | 2,304 | $249 | 12/31/2023 | Park Place Capital Corp | 2,315 | $243 | 03/31/2024 | TLH | 2,315 | $243 | 03/31/2024 | Signature Securities Group Corporation | 2,307 | $242 | 03/31/2024 | TLH | 2,307 | $242 | 03/31/2024 | David R. Rahn & Associates Inc. | 2,268 | $238 | 03/31/2024 | TLH | 2,268 | $238 | 03/31/2024 | Cornerstone Wealth Management LLC | 2,238 | $235 | 03/31/2024 | TLH | 2,238 | $235 | 03/31/2024 | United Capital Financial Advisers LLC | 2,130 | $231 | 12/31/2023 | TLH | 2,130 | $231 | 12/31/2023 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 2,113 | $229 | 12/31/2023 | TLH | 2,113 | $229 | 12/31/2023 | W Advisors LLC | 2,105 | $228 | 12/31/2023 | TLH | 2,105 | $228 | 12/31/2023 | Clean Yield Group | 2,100 | $227 | 12/31/2023 | TLH | 2,100 | $227 | 12/31/2023 | Harbour Investments Inc. | 2,074 | $225 | 12/31/2023 | TLH | 2,074 | $225 | 12/31/2023 | Ronald Blue Trust Inc. | 2,284 | $225 | 12/31/2023 | TLH | 2,284 | $225 | 12/31/2023 | Fiduciary Alliance LLC | 2,167 | $223 | 03/31/2024 | TLH | 2,167 | $223 | 03/31/2024 | Perigon Wealth Management LLC | 2,061 | $223 | 12/31/2023 | TLH | 2,061 | $223 | 12/31/2023 | Aspire Private Capital LLC | 2,106 | $221 | 03/31/2024 | TLH | 2,106 | $221 | 03/31/2024 | RCS Financial Planning LLC | 2,017 | $218 | 12/31/2023 | TLH | 2,017 | $218 | 12/31/2023 | Beacon Bridge Wealth Partners LLC | 2,003 | $217 | 12/31/2023 | TLH | 2,003 | $217 | 12/31/2023 | Eagle Strategies LLC | 2,018 | $212 | 03/31/2024 | TLH | 2,018 | $212 | 03/31/2024 | Fulton Breakefield Broenniman LLC | 1,935 | $209 | 12/31/2023 | TLH | 1,935 | $209 | 12/31/2023 | Maripau Wealth Management LLC | 1,922 | $208 | 12/31/2023 | TLH | 1,922 | $208 | 12/31/2023 | Claro Advisors LLC | 1,967 | $207 | 03/31/2024 | TLH | 1,967 | $207 | 03/31/2024 | Sovereign Financial Group Inc. | 1,963 | $206 | 03/31/2024 | TLH | 1,963 | $206 | 03/31/2024 | Channel Wealth LLC | 1,951 | $205 | 03/31/2024 | TLH | 1,951 | $205 | 03/31/2024 | SYSTM Wealth Solutions LLC | 1,800 | $195 | 12/31/2023 | TLH | 1,800 | $195 | 12/31/2023 | Pflug Koory LLC | 1,820 | $191 | 03/31/2024 | TLH | 1,820 | $191 | 03/31/2024 | BNP Paribas Arbitrage SA | 1,748 | $189 | 12/31/2023 | TLH | 1,748 | $189 | 12/31/2023 | Blair William & Co. IL | 1,643 | $178 | 12/31/2023 | TLH | 1,643 | $178 | 12/31/2023 | Strategic Investment Solutions Inc. IL | 1,560 | $169 | 12/31/2023 | TLH | 1,560 | $169 | 12/31/2023 | JFS Wealth Advisors LLC | 1,516 | $164 | 12/31/2023 | TLH | 1,516 | $164 | 12/31/2023 | LFA Lugano Financial Advisors SA | 1,438 | $156 | 12/31/2023 | TLH | 1,438 | $156 | 12/31/2023 | American International Group Inc. | 1,400 | $152 | 12/31/2023 | TLH | 1,400 | $152 | 12/31/2023 | TCTC Holdings LLC | 1,397 | $151 | 12/31/2023 | TLH | 1,397 | $151 | 12/31/2023 | ORG Partners LLC | 1,377 | $150 | 12/31/2023 | TLH | 1,377 | $150 | 12/31/2023 | Headlands Technologies LLC | 1,312 | $142 | 12/31/2023 | TLH | 1,312 | $142 | 12/31/2023 | Able Wealth Management LLC | 1,205 | $130 | 12/31/2023 | TLH | 1,205 | $130 | 12/31/2023 | Householder Group Estate & Retirement Specialist LLC | 1,180 | $127 | 12/31/2023 | TLH | 1,180 | $127 | 12/31/2023 | NBT Bank N A NY | 998 | $105 | 03/31/2024 | TLH | 998 | $105 | 03/31/2024 | Richardson Financial Services Inc. | 949 | $103 | 12/31/2023 | TLH | 949 | $103 | 12/31/2023 | US Bancorp DE | 861 | $93 | 12/31/2023 | TLH | 861 | $93 | 12/31/2023 | Fifth Third Bancorp | 855 | $90 | 03/31/2024 | TLH | 855 | $90 | 03/31/2024 | Simplex Trading LLC | 819 | $88 | 12/31/2023 | TLH | 819 | $88 | 12/31/2023 | Allworth Financial LP | 811 | $88 | 12/31/2023 | TLH | 811 | $88 | 12/31/2023 | FMR LLC | 720 | $78 | 12/31/2023 | TLH | 720 | $78 | 12/31/2023 | Gradient Investments LLC | 737 | $77 | 03/31/2024 | TLH | 737 | $77 | 03/31/2024 | Cornerstone Planning Group LLC | 617 | $67 | 12/31/2023 | TLH | 617 | $67 | 12/31/2023 | Payden & Rygel | 586 | $63 | 12/31/2023 | TLH | 586 | $63 | 12/31/2023 | Coppell Advisory Solutions LLC | 580 | $63 | 12/31/2023 | TLH | 580 | $63 | 12/31/2023 | Northwest Investment Counselors LLC | 565 | $59 | 03/31/2024 | TLH | 565 | $59 | 03/31/2024 | West Paces Advisors Inc. | 530 | $56 | 03/31/2024 | TLH | 530 | $56 | 03/31/2024 | Migdal Insurance & Financial Holdings Ltd. | 508 | $55 | 12/31/2023 | TLH | 508 | $55 | 12/31/2023 | DB Wealth Management Group LLC | 503 | $54 | 12/31/2023 | TLH | 503 | $54 | 12/31/2023 | LGT Financial Advisors LLC | 472 | $51 | 12/31/2023 | TLH | 472 | $51 | 12/31/2023 | Gould Capital LLC | 385 | $42 | 12/31/2023 | TLH | 385 | $42 | 12/31/2023 | Spirit of America Management Corp NY | 357 | $36 | 03/31/2024 | TLH | 357 | $36 | 03/31/2024 | ICA Group Wealth Management LLC | 334 | $36 | 12/31/2023 | TLH | 334 | $36 | 12/31/2023 | New Republic Capital LLC | 333 | $36 | 12/31/2023 | TLH | 333 | $36 | 12/31/2023 | Raleigh Capital Management Inc. | 322 | $35 | 12/31/2023 | TLH | 322 | $35 | 12/31/2023 | ST Germain D J Co. Inc. | 325 | $34 | 03/31/2024 | TLH | 325 | $34 | 03/31/2024 | The PNC Financial Services Group Inc. | 284 | $31 | 12/31/2023 | TLH | 284 | $31 | 12/31/2023 | Creative Financial Designs Inc. ADV | 275 | $30 | 12/31/2023 | TLH | 275 | $30 | 12/31/2023 | Whittier Trust Co. of Nevada Inc. | 279 | $30 | 12/31/2023 | TLH | 279 | $30 | 12/31/2023 | Cape Investment Advisory Inc. | 250 | $27 | 12/31/2023 | TLH | 250 | $27 | 12/31/2023 | Colonial Trust Co SC | 241 | $26 | 12/31/2023 | TLH | 241 | $26 | 12/31/2023 | Transamerica Financial Advisors Inc. | 192 | $21 | 12/31/2023 | TLH | 192 | $21 | 12/31/2023 | Bray Capital Advisors | 175 | $19 | 12/31/2023 | TLH | 175 | $19 | 12/31/2023 | Element Wealth LLC | 178 | $19 | 12/31/2023 | TLH | 178 | $19 | 12/31/2023 | Oliver Lagore Vanvalin Investment Group | 163 | $18 | 12/31/2023 | TLH | 163 | $18 | 12/31/2023 | Goodwin Investment Advisory | 155 | $17 | 12/31/2023 | TLH | 155 | $17 | 12/31/2023 | Bessemer Group Inc. | 148 | $16 | 12/31/2023 | TLH | 148 | $16 | 12/31/2023 | BOKF NA | 126 | $14 | 12/31/2023 | TLH | 126 | $14 | 12/31/2023 | Family Asset Management LLC | 132 | $14 | 12/31/2023 | TLH | 132 | $14 | 12/31/2023 | Founders Financial Alliance LLC | 117 | $13 | 12/31/2023 | TLH | 117 | $13 | 12/31/2023 | CENTRAL TRUST Co | 103 | $11 | 03/31/2024 | TLH | 103 | $11 | 03/31/2024 | JJJ Advisors Inc. | 100 | $11 | 03/31/2024 | TLH | 100 | $11 | 03/31/2024 | Coastal Investment Advisors Inc. | 100 | $11 | 03/31/2024 | TLH | 100 | $11 | 03/31/2024 | EverSource Wealth Advisors LLC | 104 | $11 | 12/31/2023 | TLH | 104 | $11 | 12/31/2023 | Tradition Wealth Management LLC | 103 | $11 | 12/31/2023 | TLH | 103 | $11 | 12/31/2023 | Salem Investment Counselors Inc. | 95 | $10 | 03/31/2024 | TLH | 95 | $10 | 03/31/2024 | AdvisorNet Financial Inc | 95 | $10 | 03/31/2024 | TLH | 95 | $10 | 03/31/2024 | Scarborough Advisors LLC | 95 | $10 | 12/31/2023 | TLH | 95 | $10 | 12/31/2023 | GHP Investment Advisors Inc. | 81 | $9 | 12/31/2023 | TLH | 81 | $9 | 12/31/2023 | Signaturefd LLC | 86 | $9 | 12/31/2023 | TLH | 86 | $9 | 12/31/2023 | Morton Brown Family Wealth LLC | 78 | $8 | 03/31/2024 | TLH | 78 | $8 | 03/31/2024 | Franklin Resources Inc. | 77 | $8 | 12/31/2023 | TLH | 77 | $8 | 12/31/2023 | Cullen Frost Bankers Inc. | 75 | $8 | 12/31/2023 | TLH | 75 | $8 | 12/31/2023 | Sandy Spring Bank | 78 | $8 | 12/31/2023 | TLH | 78 | $8 | 12/31/2023 | Tidemark LLC | 72 | $8 | 12/31/2023 | TLH | 72 | $8 | 12/31/2023 | Caldwell Sutter Capital Inc. | 64 | $7 | 03/31/2024 | TLH | 64 | $7 | 03/31/2024 | Morris Financial Concepts Inc. | 62 | $7 | 03/31/2024 | TLH | 62 | $7 | 03/31/2024 | Northwest Capital Management Inc | 62 | $7 | 03/31/2024 | TLH | 62 | $7 | 03/31/2024 | Newbridge Financial Services Group Inc. | 68 | $7 | 03/31/2024 | TLH | 68 | $7 | 03/31/2024 | Impact Partnership Wealth LLC | 61 | $7 | 12/31/2023 | TLH | 61 | $7 | 12/31/2023 | City State Bank | 54 | $6 | 03/31/2024 | TLH | 54 | $6 | 03/31/2024 | Ancora Advisors LLC | 58 | $6 | 12/31/2023 | TLH | 58 | $6 | 12/31/2023 | O Shaughnessy Asset Management LLC | 48 | $5 | 12/31/2023 | TLH | 48 | $5 | 12/31/2023 | Parkside Financial Bank & Trust | 44 | $5 | 12/31/2023 | TLH | 44 | $5 | 12/31/2023 | AlphaCore Capital LLC | 49 | $5 | 12/31/2023 | TLH | 49 | $5 | 12/31/2023 | CGC Financial Services LLC | 37 | $4 | 03/31/2024 | TLH | 37 | $4 | 03/31/2024 | Concord Wealth Partners | 35 | $4 | 12/31/2023 | TLH | 35 | $4 | 12/31/2023 | Tucker Asset Management LLC | 26 | $3 | 12/31/2023 | TLH | 26 | $3 | 12/31/2023 | Covestor Ltd | 29 | $3 | 12/31/2023 | TLH | 29 | $3 | 12/31/2023 | Aspire Wealth Management Corp | 28 | $3 | 12/31/2023 | TLH | 28 | $3 | 12/31/2023 | Arlington Trust Co LLC | 16 | $2 | 03/31/2024 | TLH | 16 | $2 | 03/31/2024 | Huntington National Bank | 22 | $2 | 12/31/2023 | TLH | 22 | $2 | 12/31/2023 | Castleview Partners LLC | 19 | $2 | 12/31/2023 | TLH | 19 | $2 | 12/31/2023 | Townsend Asset Management Corp NC ADV | 5 | $1 | 12/31/2023 | TLH | 5 | $1 | 12/31/2023 | South State CORP. | 10 | $1 | 12/31/2023 | TLH | 10 | $1 | 12/31/2023 | Baystate Wealth Management LLC | 8 | $1 | 12/31/2023 | TLH | 8 | $1 | 12/31/2023 | Capital Analysts LLC | 5 | $1 | 12/31/2023 | TLH | 5 | $1 | 12/31/2023 | Prestige Wealth Management Group LLC | 5 | $1 | 12/31/2023 | TLH | 5 | $1 | 12/31/2023 | FinTrust Capital Advisors LLC | 1 | $0 | 12/31/2023 | TLH | 1 | $0 | 12/31/2023 | AllSquare Wealth Management LLC | 3 | $0 | 12/31/2023 | TLH | 3 | $0 | 12/31/2023 | Aptus Capital Advisors LLC | 2 | $0 | 12/31/2023 | TLH | 2 | $0 | 12/31/2023 | Guardian Wealth Advisors LLC NC | 1 | $0 | 12/31/2023 | TLH | 1 | $0 | 12/31/2023 |
See Summary: Institutional Holders of TLH
See Details: Top 10 Hedge Funds Holding TLH
Also See: TLH Holdings Changes
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