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Lincoln National
LNC

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
451
TD Private Client Wealth
New York
$12.3K -$31K -653 -58%
PCG
452
Private Capital Group
Connecticut
$12K -$2.56K -54 -10%
ADL
453
Asset Dedication LLC
California
$12K – – –
HIA
454
Harbor Investment Advisory
Maryland
$12K +$21.3K +449 New
AIC
455
Ameritas Investment Company
Nebraska
$12K +$23.7K +500 New
TCOV
456
Trust Company of Vermont
Vermont
$11K -$2.99K -63 -14%
CDIA
457
Capital Directions Investment Advisors
Georgia
$11K – – –
FHA
458
First Horizon Advisors
Tennessee
$11K – – –
LFG
459
Larson Financial Group
Missouri
$11K +$20.6K +435 New
EIP
460
Ellis Investment Partners
Pennsylvania
$10K -$22.7K -479 -53%
CFFP
461
Center for Financial Planning
Michigan
$10K – – –
TFO
462
Tarbox Family Office
California
$10K +$1.14K +24 +7%
EW
463
Evoke Wealth
California
$9.4K +$2.66K +56 +19%
TL
464
TrueWealth LLC
Georgia
$9K – – –
EFSCE
465
Enterprise Financial Services Corp (EFSC)
Missouri
$9K +$4.79K +101 +40%
TC
466
Truvestments Capital
Florida
$8K -$584K -12,314 -98%
AWM
467
AllSquare Wealth Management
New York
$8K – – –
WEC
468
Winslow Evans & Crocker
Massachusetts
$8K – – –
PFBT
469
Parkside Financial Bank & Trust
Missouri
$8K +$332 +7 +2%
ZB
470
Zions Bancorporation
Utah
$8K +$1.71K +36 +13%
YAL
471
Your Advocates Ltd
Texas
$8K +$14.2K +300 New
LC
472
Lindbrook Capital
California
$7K -$31.9K -672 -72%
PCFFS
473
Pacific Center for Financial Services
California
$6K – – –
SWM
474
Selective Wealth Management
Virginia
$6K – – –
GAM
475
Gemmer Asset Management
California
$6K +$569 +12 +5%
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