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Lincoln National

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
AE Wealth Management
Kansas
$597K -$855K -30,963 -62%
MIM
252
MTM Investment Management
South Carolina
$594K
PFM
253
Phillips Financial Management
Indiana
$594K -$11K -400 -2%
CB
254
Commerce Bank
Missouri
$590K -$1.3K -47 -0.3%
Bessemer Group
255
Bessemer Group
New Jersey
$584K -$425K -15,389 -46%
BWM
256
BlackDiamond Wealth Management
New York
$584K -$3.56K -129 -0.7%
PCM
257
Prelude Capital Management
New York
$580K +$7.01K +254 +1%
IAA
258
Independent Advisor Alliance
North Carolina
$576K +$160K +5,797 +47%
JCM
259
Jacobi Capital Management
Pennsylvania
$571K +$5.86K +212 +1%
Teacher Retirement System of Texas
260
Teacher Retirement System of Texas
Texas
$554K -$37K -1,341 -7%
CIM
261
Contravisory Investment Management
Massachusetts
$553K +$478K +17,321 New
CIM
262
CIM Investment Management
Pennsylvania
$551K
CL
263
COWA LLC
Oklahoma
$540K +$136K +4,915 +41%
PFS
264
Prospera Financial Services
Texas
$528K -$12.1K -438 -3%
MC
265
Matisse Capital
Oregon
$527K
OSAM
266
O'Shaughnessy Asset Management
Connecticut
$526K +$1.1K +40 +0.2%
AT
267
Arden Trust
Delaware
$522K +$45.4K +1,645 +11%
EBSAM
268
Eubel Brady & Suttman Asset Management
Ohio
$500K
SA
269
SpiderRock Advisors
Delaware
$498K +$506K +18,325 New
ACM
270
Aquatic Capital Management
Illinois
$495K -$1.85M -67,100 -81%
CIA
271
Concurrent Investment Advisors
Florida
$482K +$417K +15,110 New
FTDI
272
First Trust Direct Indexing
Massachusetts
$480K +$3.81K +138 +0.9%
GCP
273
GSA Capital Partners
United Kingdom
$479K -$2.51M -90,787 -86%
PAS
274
Point72 Asia (Singapore)
Singapore
$470K +$406K +14,713 New
RVPG
275
Relative Value Partners Group
$460K -$2.65K -96 -0.6%