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Lincoln National
LNC

Name Holding Trade Value Shares
Change 		Change in
Stake
VSQM
501
V-Square Quantitative Management
Illinois
$25K – – –
WT
502
Whittier Trust
California
$23K +$115 +3 +0.5%
MTC
503
Matrix Trust Company
Colorado
$22K +$23.8K +620 New
SC
504
SouthState Corp
Florida
$21.7K +$4.3K +112 +22%
OCWP
505
Owl Creek Wealth Partners
Colorado
$19.9K +$21.6K +561 New
RFP
506
Root Financial Partners
California
$19.6K -$2.46K -64 -10%
CH
507
Cromwell Holdings
Wyoming
$18.7K – – –
TPWA
508
Twin Peaks Wealth Advisors
California
$17.8K +$19.3K +501 New
CMA
509
Cedar Mountain Advisors
Oregon
$17K +$18.4K +479 New
WIM
510
Westside Investment Management
California
$16.9K – – –
RF
511
Rossby Financial
Florida
$15.2K +$346 +9 +2%
OC
512
Oakworth Capital
Alabama
$14.7K – – –
HIM
513
Hillsdale Investment Management
Ontario, Canada
$14.2K +$15.4K +400 New
MPWT
514
MassMutual Private Wealth & Trust
Connecticut
$12K -$7.11K -185 -35%
PWA
515
Physician Wealth Advisors
Utah
$11.9K – – –
T
516
Tidemark
California
$11.9K +$12.9K +335 New
CFB
517
Cullen/Frost Bankers
Texas
$11.9K -$166K -4,331 -93%
GWM
518
Geneos Wealth Management
Colorado
$11.5K – – –
BTI
519
Blue Trust Inc
Georgia
$11.4K – – –
BIA
520
Bell Investment Advisors
California
$11.4K -$961 -25 -7%
W
521
WealthCollab
Washington
$11.3K – – –
PFBT
522
Parkside Financial Bank & Trust
Missouri
$10.1K -$2.19K -57 -17%
WA
523
Walsh & Associates
Florida
$9.41K – – –
BFS
524
Bare Financial Services
Pennsylvania
$8.8K +$2.96K +77 +45%
CT
525
Clearstead Trust
Maine
$8.48K -$3.27K -85 -26%
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