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Lincoln National

Name Holding Trade Value Shares
Change
Change in
Stake
CTA
451
Chesley Taft & Associates
Illinois
$229K
ZF
452
Zhang Financial
Michigan
$227K
JCM
453
Jacobi Capital Management
Pennsylvania
$225K +$20.8K +431 +9%
BPA
454
Beacon Pointe Advisors
California
$223K -$69.3K -1,438 -22%
IC
455
IEQ Capital
California
$222K +$244K +5,059 New
GTCM
456
Gyon Technologies Capital Management
New Jersey
$220K -$852K -17,696 -78%
PWW
457
Pettyjohn Wood & White
Virginia
$219K
WA
458
Wealth Alliance
New York
$218K -$37.7K -782 -14%
TPWA
459
TRUE Private Wealth Advisors
Oregon
$218K -$23.3K -484 -9%
TI
460
Tidal Investments
Wisconsin
$217K -$10.9K -227 -4%
Group One Trading
461
Group One Trading
Illinois
$217K +$238K +4,942 New
SVWAG
462
Sound View Wealth Advisors Group
Georgia
$215K
CB
463
Commerce Bank
Missouri
$213K +$14.3K +297 +7%
SAM
464
Summit Asset Management
Tennessee
$206K
KTA
465
Keeley-Teton Advisors
Illinois
$203K
TFA
466
Triad Financial Advisors
North Carolina
$202K +$578 +12 +0.3%
EI
467
Ellevest Inc
New York
$188K -$82.7K -1,718 -29%
ONST
468
Old North State Trust
North Carolina
$187K +$204K +4,243 +84,860%
GI
469
Gradient Investments
Minnesota
$182K
CA
470
Clearstead Advisors
Ohio
$182K +$1.25K +26 +0.6%
SWM
471
Sugarloaf Wealth Management
Georgia
$182K +$104K +2,159 +109%
Rockefeller Capital Management
472
Rockefeller Capital Management
New York
$173K +$12.6K +261 +7%
QCG
473
Quadrant Capital Group
Ohio
$167K +$21.9K +455 +14%
NICM
474
Neo Ivy Capital Management
New York
$166K -$10.3K -213 -5%
UB
475
UMB Bank
Missouri
$163K +$2.07K +43 +1%