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Lincoln National
LNC

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
351
Aureus Asset Management
Massachusetts
$792K -$18.4K -330 -2%
WF
352
Welch & Forbes
Massachusetts
$783K -$83.8K -1,500 -10%
MGIA
353
Moneta Group Investment Advisors
Missouri
$783K -$12.3K -220 -2%
LA
354
Lau Associates
Delaware
$776K +$112K +2,000 +17%
BC
355
Banced Corp
Illinois
$771K -$62.6K -1,121 -8%
CG
356
Colony Group
Massachusetts
$770K -$346K -6,197 -32%
CPIM
357
Columbia Partners Investment Management
Virginia
$761K -$235K -4,213 -24%
HPBT
358
High Point Bank & Trust
North Carolina
$759K – – –
UCFA
359
United Capital Financial Advisors
Texas
$753K -$25.3K -453 -3%
DSC
360
Duncker Streett & Co
Missouri
$752K -$25.1K -450 -3%
FAM
361
Fred Alger Management
New York
$744K -$1.92M -34,435 -73%
JIC
362
Johnson Investment Counsel
Ohio
$737K – – –
GLA
363
Great Lakes Advisors
Illinois
$718K -$1.48M -26,484 -68%
CI
364
CAZ Investments
Texas
$715K +$30.1K +539 +5%
LTFS
365
Ladenburg Thalmann Financial Services
Florida
$714K +$117K +2,103 +20%
PAM
366
Panagora Asset Management
Massachusetts
$704K +$90.1K +1,614 +15%
LIM
367
Leavell Investment Management
Alabama
$701K – – –
TMAM
368
Tokio Marine Asset Management
Japan
$698K -$115K -2,065 -15%
SGA
369
Strategic Global Advisors
California
$696K – – –
HIC
370
Holderness Investments Company
North Carolina
$693K – – –
RIL
371
Rothschild Investment LLC
Illinois
$681K -$78.2K -1,400 -11%
LWM
372
LBA Wealth Management
Florida
$678K -$36.6K -655 -5%
DL
373
Delta Lloyd
Netherlands
$661K – – –
FAM
374
Formidable Asset Management
Ohio
$654K -$64.2K -1,150 -9%
CIM
375
Calvert Investment Management
Maryland
$653K +$60.1K +1,076 +10%
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15
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