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Lincoln National
LNC

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
401
Grimes & Company
Massachusetts
$425K – – –
KAS
402
Kestra Advisory Services
Texas
$425K +$21.2K +301 +5%
1WA
403
180 Wealth Advisors
Washington
$421K -$47.5K -673 -10%
SFC
404
SYM Financial Corp
Indiana
$421K – – –
BFA
405
Bragg Financial Advisors
North Carolina
$416K – – –
FWP
406
FAS Wealth Partners
Kansas
$416K +$4.8K +68 +1%
CAM
407
Cresset Asset Management
Illinois
$416K +$134K +1,894 +45%
WF
408
Welch & Forbes
Massachusetts
$410K – – –
WA
409
Wealth Alliance
New York
$408K -$7.2K -102 -2%
RJT
410
Raymond James Trust
Florida
$406K +$2.33K +33 +0.6%
DC
411
Davenport & Co
Virginia
$403K +$27.6K +391 +7%
CIM
412
Contravisory Investment Management
Massachusetts
$403K +$417K +5,906 New
RIM
413
Redpoint Investment Management
Australia
$394K – – –
NB
414
Norinchukin Bank
Japan
$389K -$21.7K -308 -5%
SWM
415
SeaCrest Wealth Management
New York
$387K – – –
RC
416
RegentAtlantic Capital
New Jersey
$380K +$22.3K +316 +6%
CBFP
417
Cedar Brook Financial Partners
Ohio
$376K +$61K +865 +19%
BBVA
418
Banco Bilbao Vizcaya Argentaria
Spain
$376K +$81.3K +1,152 +27%
SIA
419
SkyView Investment Advisors
New Jersey
$373K -$24.5K -347 -6%
TPWA
420
TRUE Private Wealth Advisors
Oregon
$371K -$49.8K -706 -11%
CSIC
421
Clifford Swan Investment Counsel
California
$371K – – –
CCM
422
Coldstream Capital Management
Washington
$371K +$384K +5,440 New
UCFA
423
United Capital Financial Advisors
Texas
$365K -$29.7K -421 -7%
IWA
424
Intercontinental Wealth Advisors
Texas
$363K -$5.01K -71 -1%
RPWA
425
Regent Peak Wealth Advisors
Georgia
$361K +$3.53K +50 +1%
15 16
17
18 19