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Lincoln National
LNC

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
476
Intact Investment Management
Quebec, Canada
$271K – – –
TPWA
477
TRUE Private Wealth Advisors
Oregon
$270K -$30.6K -464 -10%
FCI
478
Financial Counselors Inc
Kansas
$261K – – –
WIA
479
Wealthstreet Investment Advisors
Texas
$259K – – –
TAM
480
Tocqueville Asset Management
New York
$258K – – –
IAMOG
481
Investors Asset Management of Georgia
Georgia
$257K – – –
MCM
482
McMillion Capital Management
North Carolina
$254K – – –
LC
483
Lourd Capital
California
$251K +$244K +3,704 New
FG
484
Fiduciary Group
Georgia
$250K – – –
HFS
485
HL Financial Services
Kentucky
$246K – – –
PCMC
486
Paragon Capital Management (Colorado)
Colorado
$245K +$66 +1 +0%
S
487
SignatureFD
Georgia
$243K -$15K -228 -6%
SFSG
488
Stearns Financial Services Group
North Carolina
$242K – – –
IRF
489
IBM Retirement Fund
New York
$240K -$40.6K -615 -15%
PFM
490
Parsec Financial Management
North Carolina
$238K – – –
ODCM
491
Old Dominion Capital Management
Virginia
$238K +$232K +3,520 New
WS
492
Wedbush Securities
California
$236K +$7K +106 +3%
UCFA
493
United Capital Financial Advisors
Texas
$232K +$226K +3,428 New
NAM
494
North American Management
Massachusetts
$230K -$6.6K -100 -3%
QCG
495
Quadrant Capital Group
Ohio
$229K -$1.85K -28 -0.8%
SPC
496
Stewart & Patten Company
California
$227K -$66K -1,000 -23%
BOH
497
Bank of Hawaii
Hawaii
$225K -$4.95K -75 -2%
P
498
Pitcairn
Pennsylvania
$221K -$42.8K -648 -17%
HB
499
Homrich & Berg
Georgia
$221K – – –
NPPM
500
North Point Portfolio Managers
Ohio
$221K – – –
18 19
20
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