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Lincoln National

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
351
J.W. Cole Advisors
Florida
$414K +$1.37K +33 +0.4%
KPWS
352
Kestra Private Wealth Services
Texas
$412K +$2.58K +62 +0.7%
VIP
353
Vista Investment Partners
Oklahoma
$407K +$381K +9,147 New
MIC
354
Meridian Investment Counsel
California
$405K -$12.5K -300 -3%
URS
355
Utah Retirement Systems
Utah
$401K
SFS
356
Security Financial Services
Indiana
$401K +$875 +21 +0.2%
SB
357
Strategic Blueprint
Georgia
$398K -$24.4K -587 -6%
CG
358
Caprock Group
Idaho
$396K -$85.3K -2,049 -19%
BAM
359
Brave Asset Management
New Jersey
$389K
GT
360
Glenmede Trust
Pennsylvania
$389K +$364K +8,733 New
IC
361
Innealta Capital
Texas
$387K
HH
362
Hilltop Holdings
Texas
$385K +$2.42K +58 +0.7%
NSIM
363
North Star Investment Management
Illinois
$384K +$125K +3,000 +53%
IAN
364
Integrated Advisors Network
Texas
$374K -$14.2K -341 -4%
PWPS
365
Pinnacle Wealth Planning Services
Ohio
$373K +$1.58K +38 +0.5%
MAM
366
MMA Asset Management
Pennsylvania
$372K
SRC
367
Sage Rhino Capital
California
$368K -$292 -7 -0.1%
CL
368
Choreo LLC
Illinois
$365K -$45.7K -1,097 -12%
JSW
369
Journey Strategic Wealth
New Jersey
$357K +$3.58K +86 +1%
BFS
370
Bradley Foster & Sargent
Connecticut
$356K
CA
371
Carson Advisory
Georgia
$354K
SPIA
372
Steward Partners Investment Advisory
New York
$353K -$3.87K -93 -1%
PWA
373
Provenance Wealth Advisors
Florida
$351K
FFM
374
Forum Financial Management
Illinois
$350K +$250 +6 +0.1%
PCA
375
Pallas Capital Advisors
Massachusetts
$349K +$833 +20 +0.3%