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Lincoln National

Name Holding Trade Value Shares
Change
Change in
Stake
SS
501
SBI Securities
Japan
$27.4K +$1.29K +36 +5%
JWM
502
JPL Wealth Management
Colorado
$25.9K +$467 +13 +2%
MG
503
Mather Group
Illinois
$25.5K +$288 +8 +1%
KSB
504
Kennebec Savings Bank
Maine
$24.7K +$25.2K +700 New
WA
505
Westfuller Advisors
New York
$23.9K +$24.3K +675 New
CFB
506
Cullen/Frost Bankers
Texas
$23.3K +$11.7K +325 +97%
FB
507
First Bancorp
Maine
$22.1K +$22.5K +625 New
CH
508
Cromwell Holdings
Wyoming
$19.1K +$467 +13 +2%
WT
509
Whittier Trust
California
$17.3K -$7.19K -200 -31%
WIM
510
Westside Investment Management
California
$17.1K – – –
CMA
511
Cedar Mountain Advisors
Oregon
$16.9K – – –
BFS
512
Bare Financial Services
Pennsylvania
$16.1K +$7.48K +208 +84%
RF
513
Rossby Financial
Florida
$15.2K – – –
OC
514
Oakworth Capital
Alabama
$14.6K – – –
Optiver Holding
515
Optiver Holding
Netherlands
$14K +$14.2K +396 New
TWD
516
True Wealth Design
Ohio
$13K +$7.41K +206 +126%
HWA
517
HHM Wealth Advisors
Tennessee
$12.3K -$20.3K -565 -62%
MPWT
518
MassMutual Private Wealth & Trust
Connecticut
$12.2K +$252 +7 +2%
PWA
519
Physician Wealth Advisors
Utah
$11.8K – – –
T
520
Tidemark
California
$11.8K – – –
GWM
521
Geneos Wealth Management
Colorado
$11.4K – – –
BTI
522
Blue Trust Inc
Georgia
$11.4K – – –
WA
523
WPG Advisers
Maryland
$11.3K +$3.6K +100 +45%
LF
524
LifeSteps Financial
California
$10.6K +$10.7K +298 New
EWP
525
Elevation Wealth Partners
California
$10.3K +$7.01K +195 +201%