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Lincoln National

Name Holding Trade Value Shares
Change
Change in
Stake
GT
326
Greenleaf Trust
Michigan
$402K +$385K +10,934 New
KRS
327
Kentucky Retirement Systems
Kentucky
$396K -$98.1K -2,788 -21%
Creative Planning
328
Creative Planning
Kansas
$396K +$28.4K +807 +8%
AIP
329
Ahrens Investment Partners
Louisiana
$394K +$377K +10,700 New
NMIMC
330
Northwestern Mutual Investment Management Company
Wisconsin
$391K +$11.1K +315 +3%
BAM
331
Blueshift Asset Management
New Jersey
$390K +$373K +10,608 New
SIC
332
Salem Investment Counselors
North Carolina
$389K
X
333
Xponance
Pennsylvania
$387K +$370K +10,518 New
IAA
334
Independent Advisor Alliance
North Carolina
$382K +$7.57K +215 +2%
VFA
335
Valeo Financial Advisors
Indiana
$381K +$1.2K +34 +0.3%
BFO
336
Boston Family Office
Massachusetts
$378K -$35 -1 -0%
Connor, Clark & Lunn Investment Management (CC&L)
337
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$377K -$1.85M -52,551 -84%
Capstone Investment Advisors
338
Capstone Investment Advisors
New York
$376K +$169K +4,810 +89%
RIM
339
Regent Investment Management
Kentucky
$373K +$85.6K +2,432 +32%
GI
340
Gradient Investments
Minnesota
$371K
Vanguard Personalized Indexing Management
341
Vanguard Personalized Indexing Management
California
$371K +$355K +10,074 New
BOC
342
Barbara Oil Co
Illinois
$368K
GFA
343
Gifford Fong Associates
California
$368K
CI
344
Cigna Investments
Connecticut
$368K +$352K +10,010 New
LAM
345
Lingohr Asset Management
Germany
$360K -$18.1K -515 -5%
SFC
346
SYM Financial Corp
Indiana
$358K
SBIA
347
Sheaff Brock Investment Advisors
Indiana
$357K
HFP
348
Holistic Financial Partners
Indiana
$354K
ONST
349
Old North State Trust
North Carolina
$352K
WAM
350
World Asset Management
Michigan
$351K -$74.8K -2,126 -18%