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Lincoln National

Name Holding Trade Value Shares
Change
Change in
Stake
RIM
401
Regent Investment Management
Kentucky
$521K
Daiwa Securities Group
402
Daiwa Securities Group
Japan
$520K +$12.5K +190 +3%
TTWM
403
TCV Trust & Wealth Management
Virginia
$515K
TFA
404
Toth Financial Advisory
Virginia
$513K
TBA
405
Tower Bridge Advisors
Pennsylvania
$511K
BCM
406
Beck Capital Management
Texas
$507K -$249K -3,769 -33%
Axa
407
Axa
France
$502K
ATC
408
Argent Trust Co
Tennessee
$497K
IAA
409
Independent Advisor Alliance
North Carolina
$496K -$315K -4,779 -36%
V
410
Veritable
Delaware
$487K -$1.39K -21 -0.3%
BC
411
Banced Corp
Illinois
$487K +$18.7K +283 +4%
MHIC
412
Marble Harbor Investment Counsel
Massachusetts
$484K
MC
413
Menta Capital
California
$483K +$472K +7,144 New
QIM
414
Quantitative Investment Management
Virginia
$480K +$469K +7,100 New
Mariner
415
Mariner
Kansas
$476K +$107K +1,623 +30%
CCM
416
Cadence Capital Management
Massachusetts
$475K -$1.25M -18,971 -73%
SL
417
Signition LP
New York
$471K +$460K +6,965 New
ACM
418
Azimuth Capital Management
Michigan
$459K -$8.25K -125 -2%
BDF
419
Balasa Dinverno & Foltz
$457K +$78.4K +1,188 +21%
SWMG
420
Signature Wealth Management Group
Georgia
$456K +$520K +7,879 +31,516%
RCAG
421
Rehmann Capital Advisory Group
Michigan
$452K -$58K -878 -12%
LNWWM
422
Laird Norton Wetherby Wealth Management
California
$448K +$10.6K +161 +2%
FANJ
423
Financial Architects (New Jersey)
New Jersey
$445K +$16.9K +256 +4%
SC
424
Stratford Consulting
Texas
$445K +$48.5K +735 +13%
FRM
425
Fox Run Management
Connecticut
$434K +$423K +6,411 New