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Lincoln National

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
451
Abound Wealth Management
Tennessee
$1.95K – – –
PWMG
452
Prestige Wealth Management Group
New Jersey
$1.56K – – –
JWA
453
JFS Wealth Advisors
Pennsylvania
$1.41K -$209 -8 -12%
PSB
454
Piscataqua Savings Bank
New Hampshire
$1.41K -$1.31K -50 -47%
MHR
455
Matthew Hamilton Rosenberg
$1.33K – – –
CHA
456
Carmichael Hill & Associates
Maryland
$1.26K – – –
BIA
457
Bell Investment Advisors
California
$1.19K -$1.44K -55 -53%
MCF Advisors
458
MCF Advisors
Kentucky
$1.19K – – –
VWM
459
Venturi Wealth Management
Texas
$1.11K +$1.18K +45 New
PGAM
460
Princeton Global Asset Management
New Jersey
$1.06K – – –
NECFA
461
New England Capital Financial Advisors
Connecticut
$1.05K +$26 +1 +2%
GW&K Investment Management
462
GW&K Investment Management
Massachusetts
$1K -$7.03K -269 -90%
CSC
463
Caldwell Sutter Capital
California
$889 – – –
SouthState Corp
464
SouthState Corp
Florida
$864 -$1.49K -57 -62%
PCTC
465
Perkins Coie Trust Company
Washington
$789 +$837 +32 New
RWM
466
Raffa Wealth Management
District of Columbia
$741 -$445 -17 -36%
SIC
467
SJS Investment Consulting
Ohio
$741 +$209 +8 +36%
TFM
468
TFC Financial Management
Massachusetts
$717 – – –
OP
469
ORG Partners
Indiana
$575 – – –
SWA
470
SOA Wealth Advisors
New York
$572 – – –
WWM
471
Wolff Wiese Magana
California
$494 – – –
SFA
472
Semmax Financial Advisors
North Carolina
$268 +$314 +12 New
Kayne Anderson Rudnick Investment Management
473
Kayne Anderson Rudnick Investment Management
California
$247 – – –
TWP
474
TFO Wealth Partners
Ohio
$232 +$235 +9 New
BWM
475
Baystate Wealth Management
Massachusetts
$164 – – –