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Lincoln National

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
251
Cornerstone Wealth Management
Missouri
$1M -$173K -4,145 -16%
IAIM
252
International Assets Investment Management
Florida
$1M -$71.3K -1,712 -7%
IAA
253
Independent Advisor Alliance
North Carolina
$1M +$48.9K +1,173 +6%
WI
254
WBI Investments
New Jersey
$992K +$286K +6,865 +45%
RWM
255
Ritholtz Wealth Management
New York
$984K +$372K +8,942 +68%
KeyBank National Association
256
KeyBank National Association
Ohio
$977K +$336K +8,060 +58%
PFM
257
Phillips Financial Management
Indiana
$975K +$1.75K +42 +0.2%
SWP
258
Stratos Wealth Partners
Ohio
$972K -$317K -7,606 -26%
DAS
259
Diversify Advisory Services
Utah
$933K +$25.8K +620 +3%
PP
260
Prudential plc
United Kingdom
$931K +$870K +20,900 New
CA
261
Cullinan Associates
Kentucky
$926K
DADC
262
D.A. Davidson & Co
Montana
$925K -$28.6K -686 -3%
SAI
263
Systematic Alpha Investments
New Jersey
$923K
MWPCG
264
Measured Wealth Private Client Group
New Hampshire
$922K +$511K +12,279 +146%
OFG
265
OmniStar Financial Group
North Carolina
$916K -$15.3K -368 -2%
1IA
266
1620 Investment Advisors
Massachusetts
$912K +$10.2K +244 +1%
SPC
267
Sigma Planning Corp
Michigan
$911K -$27.9K -669 -3%
PFS
268
Prospera Financial Services
Texas
$909K +$43.4K +1,042 +5%
GC
269
Grimes & Company
Massachusetts
$909K +$455K +10,921 +115%
D.E. Shaw & Co
270
D.E. Shaw & Co
New York
$893K -$813K -19,513 -49%
Grantham, Mayo, Van Otterloo & Co (GMO)
271
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$891K -$15.1K -363 -2%
Creative Planning
272
Creative Planning
Kansas
$891K -$13K -311 -2%
DC
273
Davenport & Co
Virginia
$873K +$2.54K +61 +0.3%
KWM
274
Kingsview Wealth Management
Oregon
$869K +$58.6K +1,406 +8%
MOACM
275
Mutual of America Capital Management
New York
$860K +$17.5K +421 +2%