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Lincoln National
LNC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
426
CVA Family Office
Colorado
$42.8K – – –
MG
427
Mather Group
Illinois
$42.6K – – –
SAM
428
Smartleaf Asset Management
Massachusetts
$41K +$23.8K +786 +149%
PPA
429
Painted Porch Advisors
California
$40.4K +$39.3K +1,300 New
LC
430
Lindbrook Capital
California
$40.2K -$151 -5 -0.4%
HI
431
Harbour Investments
Wisconsin
$39.3K -$3.93K -130 -9%
IC
432
Innealta Capital
Texas
$38.5K -$307K -10,156 -89%
CFGS
433
Concourse Financial Group Securities
Alabama
$38.3K +$3.36K +111 +10%
BC
434
Barrett & Company
Rhode Island
$37.3K – – –
DMBA
435
Deseret Mutual Benefit Administrators
Utah
$36.9K -$5.69K -188 -14%
QC
436
Quent Capital
New York
$34.1K +$61 +2 +0.2%
TFA
437
Toth Financial Advisory
Virginia
$34.1K – – –
TCG
438
Transcendent Capital Group
Oklahoma
$33.7K -$246K -8,116 -88%
WCM
439
Westend Capital Management
California
$32.8K -$6.05K -200 -16%
PFBT
440
Parkside Financial Bank & Trust
Missouri
$32.8K -$106K -3,516 -77%
CAL
441
Capital Advisors Ltd
Ohio
$32K – – –
AAP
442
Arax Advisory Partners
Colorado
$31.6K +$30.8K +1,017 New
AIP
443
Ameritas Investment Partners
Nebraska
$31.1K – – –
AA
444
Ancora Advisors
Ohio
$31.1K – – –
ATC
445
Adirondack Trust Company
New York
$31.1K +$30.3K +1,000 New
HWA
446
HHM Wealth Advisors
Tennessee
$28.4K – – –
HPC
447
HM Payson & Co
Maine
$27.9K -$4.54K -150 -14%
LWANC
448
Laurel Wealth Advisors (North Carolina)
North Carolina
$26.5K – – –
BWAM
449
Boyd Watterson Asset Management
Ohio
$26.4K – – –
WT
450
Whittier Trust
California
$26K +$13K +431 +107%
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18
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