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Lincoln National

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
301
IHT Wealth Management
Illinois
$486K +$494K +13,750 New
PFM
302
Phillips Financial Management
Indiana
$484K -$121K -3,366 -20%
CAAS
303
Capital Asset Advisory Services
Michigan
$469K +$477K +13,271 New
MFG
304
Merit Financial Group
Georgia
$465K +$157K +4,362 +50%
X
305
Xponance
Pennsylvania
$461K -$2.12K -59 -0.5%
EWA
306
EP Wealth Advisors
California
$444K +$77.8K +2,164 +21%
William Blair & Company
307
William Blair & Company
Illinois
$436K +$64.1K +1,782 +17%
CIBC World Market
308
CIBC World Market
Ontario, Canada
$435K -$48.9K -1,360 -10%
1WA
309
180 Wealth Advisors
Washington
$435K -$33.6K -934 -7%
BAM
310
BOS Asset Management
Illinois
$435K -$1.65K -46 -0.4%
LF
311
Lantz Financial
Illinois
$425K -$108 -3 -0%
SI
312
Stephens Inc
Arkansas
$424K – – –
CCG
313
Ceeto Capital Group
Florida
$424K – – –
JIC
314
Johnson Investment Counsel
Ohio
$422K +$971 +27 +0.2%
SC
315
Savant Capital
Illinois
$418K +$46.8K +1,301 +13%
Rockefeller Capital Management
316
Rockefeller Capital Management
New York
$414K +$156K +4,335 +59%
QCG
317
Quadrant Capital Group
Ohio
$403K -$539 -15 -0.1%
AAP
318
Arax Advisory Partners
Colorado
$402K +$409K +11,385 New
SLAM
319
Swiss Life Asset Management
$402K +$38.3K +1,065 +10%
EI
320
EFG International
$396K +$14.9K +413 +4%
SCM
321
Sterling Capital Management
North Carolina
$391K -$1.67M -46,348 -81%
CCM
322
Coldstream Capital Management
Washington
$391K -$683 -19 -0.2%
CGH
323
Crossmark Global Holdings
Texas
$390K – – –
MAM
324
MMA Asset Management
Pennsylvania
$379K +$60.4K +1,680 +19%
BAM
325
Blueshift Asset Management
New Jersey
$374K +$381K +10,585 New