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Lincoln National

Name Holding Trade Value Shares
Change
Change in
Stake
WTFG
401
Wood Tarver Financial Group
Idaho
$243K
Baird Financial Group
402
Baird Financial Group
Wisconsin
$241K +$238K +6,714 New
FPAS
403
Focus Partners Advisor Solutions
Missouri
$241K +$238K +6,707 New
CF
404
Corebridge Financial
Texas
$239K -$19.3K -543 -8%
RYIA
405
Roehl & Yi Investment Advisors
Oregon
$238K
AI
406
Atria Investments
North Carolina
$237K -$44.2K -1,247 -16%
MWPCG
407
Measured Wealth Private Client Group
New Hampshire
$236K +$233K +6,568 New
DT
408
Diversified Trust
Tennessee
$236K +$3.8K +107 +2%
IFU
409
iSAM Funds (UK)
United Kingdom
$236K -$635K -17,906 -73%
MAS
410
Meeder Advisory Services
Ohio
$235K +$6.67K +188 +3%
RIL
411
Rothschild Investment LLC
Illinois
$233K +$532 +15 +0.2%
SFA
412
Sequoia Financial Advisors
Ohio
$232K +$229K +6,458 New
SCM
413
Shelton Capital Management
Colorado
$231K -$7.56K -213 -3%
ECM
414
Everence Capital Management
Indiana
$230K
SL
415
Sentry LLC
Tennessee
$226K +$224K +6,300 New
VDI
416
Vaughan David Investments
Illinois
$226K +$223K +6,289 New
AWM
417
Apollon Wealth Management
South Carolina
$224K -$3.05K -86 -1%
FFM
418
Forum Financial Management
Illinois
$223K +$220K +6,211 New
CIBC Private Wealth Group
419
CIBC Private Wealth Group
Georgia
$218K -$45.8K -1,292 -15%
KA
420
Kercheville Advisors
Texas
$215K +$213K +6,000 New
WF
421
Welch & Forbes
Massachusetts
$215K +$213K +6,000 New
SI
422
Seeds Investor
New York
$213K +$211K +5,940 New
FTWA
423
Fifth Third Wealth Advisors
Ohio
$211K +$209K +5,884 New
NSIM
424
North Star Investment Management
Illinois
$202K
HNB
425
Huntington National Bank
Ohio
$194K +$15.6K +440 +9%