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Lincoln National

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
426
CSat Investment Advisory
Michigan
$81K +$20.7K +579 +29%
PA
427
Parallel Advisors
California
$79K -$12.1K -340 -12%
SWM
428
Sugarloaf Wealth Management
Georgia
$75K +$535 +15 +0.6%
BC
429
Bartlett & Co
Ohio
$73K
BCWM
430
Bartlett & Co Wealth Management
Ohio
$72.7K
CFGS
431
Concourse Financial Group Securities
Alabama
$69K +$107 +3 +0.1%
CA
432
Clearstead Advisors
Ohio
$68K
CAW
433
Cornerstone Advisors (Washington)
Washington
$67K +$1.03K +29 +1%
WT
434
Whittier Trust
California
$66K -$1.14K -32 -2%
PFGIA
435
Patriot Financial Group Insurance Agency
Massachusetts
$63K +$72.1K +2,019 +33,650%
LWCFA
436
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$61K
PFS
437
Prospera Financial Services
Texas
$61K +$69K +1,933 New
Rockefeller Capital Management
438
Rockefeller Capital Management
New York
$59K -$66.7K -1,870 -50%
BCA
439
Berman Capital Advisors
Georgia
$59K -$4.5K -126 -6%
EP
440
Eudaimonia Partners
Tennessee
$59K +$178 +5 +0.3%
DSC
441
Duncker Streett & Co
Missouri
$56K -$4.82K -135 -7%
Credit Agricole
442
Credit Agricole
France
$56K
FMT
443
First Mercantile Trust
Tennessee
$55K -$10.6K -296 -19%
SWM
444
Selective Wealth Management
Virginia
$52K -$8.42K -236 -12%
WTC
445
WhitTier Trust Company
Nevada
$52K
CAL
446
Capital Analysts LLC
Pennsylvania
$48K
MAM
447
Meeder Asset Management
Ohio
$48K +$15.6K +437 +40%
SPIA
448
Steward Partners Investment Advisory
New York
$47K -$25.6K -716 -32%
Carson Wealth (CWM LLC)
449
Carson Wealth (CWM LLC)
Nebraska
$46K
EW
450
Evoke Wealth
California
$44K -$3.25K -91 -6%