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Lincoln National
LNC

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
451
Larson Financial Group
Missouri
$108K +$75K +1,952 +180%
AC
452
AlphaCore Capital
California
$106K -$130K -3,392 -53%
CIM
453
Contravisory Investment Management
Massachusetts
$101K -$498K -12,964 -82%
MO
454
McMillan Office
Michigan
$99.4K – – –
CA
455
Clearstead Advisors
Ohio
$86.5K -$19.7K -512 -17%
VFM
456
Vision Financial Markets
Connecticut
$85.2K -$15.4K -400 -14%
AIM
457
Anchor Investment Management
South Carolina
$83.3K -$5.72K -149 -6%
AAM
458
Advisors Asset Management
Colorado
$83K – – –
HFS
459
Hantz Financial Services
Michigan
$82K -$33.5K -873 -28%
TRCT
460
Tower Research Capital (TRC)
New York
$80.7K +$10.6K +276 +14%
LI
461
LRI Investments
Florida
$79.9K +$86.5K +2,250 New
MCM
462
MAI Capital Management
Ohio
$76.8K +$346 +9 +0.4%
TFA
463
Transamerica Financial Advisors
Florida
$76.6K +$55.6K +1,447 +204%
SL
464
Salomon & Ludwin
Virginia
$73K +$32.1K +836 +67%
EWA
465
EverSource Wealth Advisors
Alabama
$63.8K +$2.34K +61 +4%
CBT
466
Crews Bank & Trust
Florida
$61.7K +$5.3K +138 +9%
DIP
467
DT Investment Partners
Pennsylvania
$61.6K – – –
SMBT
468
Southern Michigan Bank & Trust
Michigan
$61.2K +$66.3K +1,725 New
CI
469
CX Institutional
Indiana
$60K -$38 -1 -0.1%
CFO
470
CVA Family Office
Colorado
$57.9K +$9.84K +256 +19%
WTC
471
WhitTier Trust Company
Nevada
$56.7K – – –
LWCFA
472
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$56.5K -$4K -104 -6%
AIP
473
Ameritas Investment Partners
Nebraska
$53.3K – – –
CMBA
474
C.M. Bidwell & Associates
Hawaii
$53.2K -$18.7K -487 -25%
SIC
475
SJS Investment Consulting
Ohio
$52K +$55.4K +1,442 +6,270%
17 18
19
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