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Lincoln National

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
326
Forvis Mazars Wealth Advisors
Missouri
$493K -$583 -14 -0.1%
CAM
327
Cresset Asset Management
Illinois
$493K +$14.8K +356 +3%
CGH
328
Crossmark Global Holdings
Texas
$491K +$20.8K +500 +5%
AWP
329
Abacus Wealth Partners
California
$490K +$458K +11,005 New
EWA
330
EP Wealth Advisors
California
$488K +$456K +10,953 New
FRM
331
Fox Run Management
Connecticut
$486K -$359K -8,623 -44%
OIA
332
OneDigital Investment Advisors
Kansas
$485K -$30.7K -736 -6%
GT
333
Greenleaf Trust
Michigan
$467K +$6.96K +167 +2%
JCIA
334
Jackson Creek Investment Advisors
Colorado
$466K +$436K +10,462 New
VFA
335
Valeo Financial Advisors
Indiana
$462K +$31.6K +758 +8%
William Blair & Company
336
William Blair & Company
Illinois
$459K +$13.9K +333 +3%
MCM
337
Mill Capital Management
North Carolina
$456K
LNWTC
338
Laird Norton Wetherby Trust Company
Washington
$455K +$426K +10,219 New
IRC
339
Investors Research Corp
Georgia
$455K
SC
340
Savant Capital
Illinois
$454K +$55.1K +1,323 +15%
SFA
341
Sequoia Financial Advisors
Ohio
$451K +$140K +3,361 +50%
ECM
342
Evergreen Capital Management
Washington
$437K
GIA
343
Gateway Investment Advisers
Ohio
$436K +$2.75K +66 +0.7%
IP
344
Intellectus Partners
California
$435K +$458 +11 +0.1%
HFP
345
Holistic Financial Partners
Indiana
$429K
X
346
Xponance
Pennsylvania
$428K +$26.6K +639 +7%
PCIA
347
Prime Capital Investment Advisors
Kansas
$427K -$916 -22 -0.2%
MFG
348
Merit Financial Group
Georgia
$424K +$4.96K +119 +1%
CCM
349
Coldstream Capital Management
Washington
$417K -$54.2K -1,302 -12%
GI
350
GAMMA Investing
California
$416K +$33.7K +808 +9%