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Lincoln National
LNC

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
476
Private Trust Company
Ohio
$18.9K – – –
GWM
477
Geneos Wealth Management
Colorado
$18.2K +$1.64K +50 +10%
CH
478
Cromwell Holdings
Wyoming
$18.1K +$523 +16 +3%
AEPWM
479
Atlantic Edge Private Wealth Management
Florida
$17.3K – – –
BF
480
BOK Financial
Oklahoma
$17.3K +$16.4K +500 New
MPWT
481
MassMutual Private Wealth & Trust
Connecticut
$15.8K -$621 -19 -4%
OC
482
Oakworth Capital
Alabama
$14.3K – – –
PWA
483
Physician Wealth Advisors
Utah
$14.2K +$7.69K +235 +134%
PFG
484
Putney Financial Group
California
$13.8K – – –
RS
485
Rakuten Securities
Japan
$13.5K – – –
CT
486
Clearstead Trust
Maine
$13.5K +$1.67K +51 +15%
SFA
487
Semmax Financial Advisors
North Carolina
$13.1K – – –
TPW
488
Talon Private Wealth
Florida
$12.5K +$11.8K +360 New
SC
489
SouthState Corp
Florida
$11.7K -$1.57K -48 -12%
T
490
Tidemark
California
$11.6K – – –
BTI
491
Blue Trust Inc
Georgia
$11.1K – – –
CWM
492
Crowley Wealth Management
Delaware
$10.4K – – –
BIA
493
Bell Investment Advisors
California
$10.1K +$2.26K +69 +31%
HWM
494
Hemington Wealth Management
Virginia
$9K -$360 -11 -4%
WIM
495
Westside Investment Management
California
$8.44K +$7.92K +242 New
CA
496
CoreCap Advisors
Michigan
$8.06K +$6.51K +199 +585%
GFA
497
Gladwyn Financial Advisors
Virginia
$7.53K +$7.13K +218 New
PCFFS
498
Pacific Center for Financial Services
California
$7.27K – – –
HCM
499
Hollencrest Capital Management
California
$7.26K -$17.6K -539 -72%
PWMG
500
Private Wealth Management Group
New Jersey
$7.06K – – –
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