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Lincoln National

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
426
FAS Wealth Partners
Kansas
$304K +$257K +6,048 New
WCM
427
Weld Capital Management
New York
$303K +$256K +6,031 New
WF
428
Welch & Forbes
Massachusetts
$302K +$255K +6,000 New
PA
429
Parallel Advisors
California
$300K +$146K +3,432 +135%
BFC
430
Bedel Financial Consulting
Indiana
$298K
RJT
431
Raymond James Trust
Florida
$298K +$252K +5,922 New
MAFM
432
Mid Atlantic Financial Management
Pennsylvania
$294K
AAS
433
Avantax Advisory Services
Texas
$291K -$313K -7,360 -56%
AIP
434
Ahrens Investment Partners
Louisiana
$289K -$231K -5,433 -49%
Parallax Volatility Advisers
435
Parallax Volatility Advisers
California
$287K +$242K +5,702 New
SVWAG
436
Sound View Wealth Advisors Group
Georgia
$286K +$242K +5,687 New
RC
437
RegentAtlantic Capital
New Jersey
$283K +$239K +5,631 New
NSIM
438
North Star Investment Management
Illinois
$282K
UIA
439
UBP Investment Advisors
Switzerland
$281K +$238K +5,588 New
CFB
440
Cullen/Frost Bankers
Texas
$277K -$42.5K -1,000 -15%
CIBC World Market
441
CIBC World Market
Ontario, Canada
$276K -$445K -10,471 -66%
DC
442
Davenport & Co
Virginia
$270K +$228K +5,358 New
NB
443
Norinchukin Bank
Japan
$270K +$228K +5,360 New
KRSITF
444
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$270K +$228K +5,367 New
KFGK
445
Keystone Financial Group (Kentucky)
Kentucky
$269K +$228K +5,356 New
WIA
446
Wealthstreet Investment Advisors
Texas
$266K +$224K +5,280 New
FWIA
447
Fort Washington Investment Advisors
Ohio
$266K +$225K +5,281 New
DCM
448
Dupont Capital Management
Delaware
$265K -$287K -6,755 -56%
UCFA
449
United Capital Financial Advisors
Texas
$264K +$223K +5,242 New
PWW
450
Pettyjohn Wood & White
Virginia
$264K +$224K +5,257 New