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Lincoln National

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
201
Capital Investment Advisory Services
North Carolina
$1.23M +$14.6K +407 +1%
Creative Planning
202
Creative Planning
Kansas
$1.22M +$507K +14,090 +69%
MSRPS
203
Maryland State Retirement & Pension System
Maryland
$1.2M +$3.38K +94 +0.3%
AWA
204
Arkadios Wealth Advisors
Georgia
$1.18M +$26.9K +748 +2%
EIP
205
Easterly Investment Partners
Massachusetts
$1.13M -$3.87M -107,744 -77%
PP
206
PDT Partners
New York
$1.13M +$1.15M +31,999 New
Boston Partners
207
Boston Partners
Massachusetts
$1.11M +$214K +5,943 +23%
WAP
208
Wealthcare Advisory Partners
Pennsylvania
$1.1M +$16.3K +454 +1%
NAAA
209
New Age Alpha Advisors
New York
$1.07M +$252K +7,001 +30%
Qube Research & Technologies (QRT)
210
Qube Research & Technologies (QRT)
United Kingdom
$1.06M +$1.08M +30,112 New
DWM
211
Diversify Wealth Management
Utah
$1.06M +$59.4K +1,651 +7%
DAS
212
Diversify Advisory Services
Utah
$1.06M +$122K +3,386 +15%
GIA
213
Guyasuta Investment Advisors
Pennsylvania
$1.06M
KFS
214
Keynote Financial Services
Connecticut
$1.05M -$11.5K -320 -1%
SG Americas Securities
215
SG Americas Securities
New York
$1.05M +$353K +9,815 +49%
CFIA
216
Cantor Fitzgerald Investment Advisors
New York
$1.05M +$22.7K +630 +2%
US Bancorp
217
US Bancorp
Minnesota
$1.04M -$339K -9,439 -24%
IAA
218
Independent Advisor Alliance
North Carolina
$1.04M -$24.6K -685 -2%
BCM
219
BluePath Capital Management
Georgia
$1.04M +$10.3K +286 +1%
Mitsubishi UFJ Trust & Banking
220
Mitsubishi UFJ Trust & Banking
Japan
$1.03M -$2M -55,670 -66%
FRM
221
Fox Run Management
Connecticut
$1.03M +$1.04M +29,040 New
NA
222
NewEdge Advisors
Louisiana
$1.02M +$161K +4,486 +18%
CIA
223
Concurrent Investment Advisors
Florida
$1.02M +$128K +3,573 +14%
BF
224
BOK Financial
Oklahoma
$1.02M +$22.7K +631 +2%
GC
225
Grimes & Company
Massachusetts
$1M +$1.37K +38 +0.1%