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Lincoln National

Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
301
Capital Asset Advisory Services
Michigan
$469K +$477K +13,271 New
MFG
302
Merit Financial Group
Georgia
$465K +$157K +4,362 +50%
X
303
Xponance
Pennsylvania
$461K -$2.12K -59 -0.5%
IWC
304
Integrated Wealth Concepts
Massachusetts
$446K +$213K +5,921 +88%
EWA
305
EP Wealth Advisors
California
$444K +$77.8K +2,164 +21%
William Blair & Company
306
William Blair & Company
Illinois
$436K +$64.1K +1,782 +17%
CIBC World Market
307
CIBC World Market
Ontario, Canada
$435K -$48.9K -1,360 -10%
1WA
308
180 Wealth Advisors
Washington
$435K -$33.6K -934 -7%
BAM
309
BOS Asset Management
Illinois
$435K -$1.65K -46 -0.4%
LF
310
Lantz Financial
Illinois
$425K -$108 -3 -0%
SI
311
Stephens Inc
Arkansas
$424K
CCG
312
Ceeto Capital Group
Florida
$424K
JIC
313
Johnson Investment Counsel
Ohio
$422K +$971 +27 +0.2%
SC
314
Savant Capital
Illinois
$418K +$46.8K +1,301 +13%
Rockefeller Capital Management
315
Rockefeller Capital Management
New York
$414K +$156K +4,335 +59%
QCG
316
Quadrant Capital Group
Ohio
$403K -$539 -15 -0.1%
AAP
317
Arax Advisory Partners
Colorado
$402K +$409K +11,385 New
SLAM
318
Swiss Life Asset Management
$402K +$38.3K +1,065 +10%
EI
319
EFG International
$396K +$14.9K +413 +4%
SCM
320
Sterling Capital Management
North Carolina
$391K -$1.67M -46,348 -81%
CCM
321
Coldstream Capital Management
Washington
$391K -$683 -19 -0.2%
CGH
322
Crossmark Global Holdings
Texas
$390K
MAM
323
MMA Asset Management
Pennsylvania
$379K +$60.4K +1,680 +19%
BAM
324
Blueshift Asset Management
New Jersey
$374K +$381K +10,585 New
AI
325
Atria Investments
North Carolina
$367K -$53.8K -1,495 -13%