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Lincoln National
LNC

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
401
TRUE Private Wealth Advisors
Oregon
$388K -$9.73K -176 -3%
GC
402
Grimes & Company
Massachusetts
$388K – – –
SFC
403
SYM Financial Corp
Indiana
$384K -$171K -3,086 -33%
PSUF
404
People's United Financial
Connecticut
$382K +$98.7K +1,786 +41%
SBSB
405
Sullivan, Bruyette, Speros & Blaney
Virginia
$380K – – –
GWM
406
Geneos Wealth Management
Colorado
$380K +$243K +4,400 +286%
LOAME
407
Lombard Odier Asset Management (Europe)
United Kingdom
$379K +$336K +6,084 New
WF
408
Welch & Forbes
Massachusetts
$374K – – –
BFC
409
Bedel Financial Consulting
Indiana
$369K – – –
RJT
410
Raymond James Trust
Florida
$369K – – –
FWP
411
FAS Wealth Partners
Kansas
$367K -$8.4K -152 -3%
PA
412
Parallel Advisors
California
$365K -$6.19K -112 -2%
MAFM
413
Mid Atlantic Financial Management
Pennsylvania
$363K – – –
FT
414
Fiduciary Trust
Massachusetts
$360K -$20.7K -375 -6%
AG
415
Algert Global
California
$360K +$320K +5,784 New
AIP
416
Ahrens Investment Partners
Louisiana
$357K – – –
GAM
417
Gotham Asset Management
New York
$354K +$90K +1,628 +40%
SWM
418
SeaCrest Wealth Management
New York
$353K -$35.4K -640 -10%
AAS
419
Avantax Advisory Services
Texas
$352K -$7.29K -132 -2%
NSIM
420
North Star Investment Management
Illinois
$350K – – –
NB
421
Norinchukin Bank
Japan
$347K +$11.6K +210 +4%
MME
422
Meag Munich Ergo
Germany
$345K +$306K +5,544 New
SVWAG
423
Sound View Wealth Advisors Group
Georgia
$344K -$8.68K -157 -3%
CFO
424
Colony Family Offices
North Carolina
$344K +$306K +5,529 New
KFGK
425
Keystone Financial Group (Kentucky)
Kentucky
$343K +$8.73K +158 +3%
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17
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