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Lincoln National

Name Holding Trade Value Shares
Change
Change in
Stake
WF
401
Welch & Forbes
Massachusetts
$226K +$11.9K +332 +5%
DT
402
Diversified Trust
Tennessee
$225K -$7.34K -204 -3%
JWCA
403
J.W. Cole Advisors
Florida
$224K +$228K +6,347 New
OR
404
Olympiad Research
Connecticut
$223K +$227K +6,313 New
SC
405
Syon Capital
California
$223K +$227K +6,301 New
SL
406
Sentry LLC
Tennessee
$223K
MAS
407
Meeder Advisory Services
Ohio
$223K -$8.34K -232 -4%
KIM
408
Kestra Investment Management
Texas
$222K +$226K +6,290 New
WSFS
409
Wilmington Savings Fund Society
Delaware
$220K -$36 -1 -0%
FTWA
410
Fifth Third Wealth Advisors
Ohio
$219K +$8.02K +223 +4%
Lido Advisors
411
Lido Advisors
California
$215K +$13.5K +375 +7%
MGIA
412
Moneta Group Investment Advisors
Missouri
$214K -$1.62K -45 -0.7%
TL
413
Tradewinds LLC
North Carolina
$214K +$187K +5,188 New
AWM
414
Apollon Wealth Management
South Carolina
$214K +$12K +334 +6%
BAM
415
Brave Asset Management
New Jersey
$213K -$97.1K -2,701 -31%
WA
416
Wealth Alliance
New York
$212K -$24.4K -679 -10%
DAM
417
Delta Asset Management
Tennessee
$212K +$36K +1,000 +20%
OIA
418
OneDigital Investment Advisors
Kansas
$209K -$133K -3,686 -38%
SI
419
Stirlingshire Investments
New York
$208K +$212K +5,885 New
HFBOT
420
Home Federal Bank of Tennessee
Tennessee
$208K +$211K +5,875 New
CL
421
Choreo LLC
Illinois
$208K -$36.9K -1,027 -15%
AFP
422
Ausdal Financial Partners
Iowa
$207K +$5.18K +144 +3%
HSA
423
HBK Sorce Advisory
Pennsylvania
$207K +$159K +4,412 New
SAM
424
Smartleaf Asset Management
Massachusetts
$206K
PCMC
425
Paragon Capital Management (Colorado)
Colorado
$206K -$108 -3 -0.1%