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Lincoln National

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
401
Creative Planning
Kansas
$510K +$5.94K +93 +1%
GC
402
Grimes & Company
Massachusetts
$503K -$5.69K -89 -1%
RIM
403
Regent Investment Management
Kentucky
$503K
FBFS
404
First Business Financial Services
Wisconsin
$500K
NMIMC
405
Northwestern Mutual Investment Management Company
Wisconsin
$495K -$1.49M -23,368 -75%
SC
406
SRB Corp
Massachusetts
$494K +$490K +7,661 New
NIT
407
NumerixS Investment Technologies
British Columbia, Canada
$490K -$509K -7,960 -51%
TFA
408
Toth Financial Advisory
Virginia
$489K -$6.2K -97 -1%
RJT
409
Raymond James Trust
Florida
$485K -$29.1K -456 -6%
V
410
Veritable
Delaware
$476K +$5.94K +93 +1%
SPIA
411
Steward Partners Investment Advisory
New York
$464K +$58.7K +918 +15%
VFA
412
Valeo Financial Advisors
Indiana
$462K +$304K +4,758 +197%
MHIC
413
Marble Harbor Investment Counsel
Massachusetts
$461K
SCA
414
Snowden Capital Advisors
New York
$450K +$15.8K +248 +4%
APG
415
Abacus Planning Group
South Carolina
$448K +$8.5K +133 +2%
UCFA
416
United Capital Financial Advisors
Texas
$444K +$37.2K +582 +9%
BAM
417
Belpointe Asset Management
Nevada
$443K +$440K +6,879 New
PFO
418
Pathstone Family Office
New Jersey
$442K
BBNA
419
Bremer Bank National Association
Minnesota
$439K -$39.7K -621 -8%
LNWWM
420
Laird Norton Wetherby Wealth Management
California
$435K +$3.83K +60 +0.9%
RCAG
421
Rehmann Capital Advisory Group
Michigan
$435K +$1.98K +31 +0.5%
CCMD
422
Cypress Capital Management (Delaware)
Delaware
$425K -$162K -2,528 -28%
BOE
423
Bank of Edwardsville
Illinois
$425K -$32.1K -502 -7%
ARTA
424
A.R.T. Advisors
New York
$419K -$3.32M -51,900 -89%
TCM
425
Teza Capital Management
Illinois
$415K +$170K +2,665 +71%