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Lincoln National
LNC

Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
501
NuWave Investment Management
New Jersey
$48K +$46.2K +935 New
FNBT
502
FineMark National Bank & Trust
Florida
$46K +$2.42K +49 +6%
W
503
Wealthfront
California
$44K +$24.4K +494 +145%
DBT
504
Dubuque Bank & Trust
Iowa
$42K +$40.7K +823 New
WTB
505
Washington Trust Bank
Washington
$41K – – –
AWM
506
Avior Wealth Management
Nebraska
$38K -$15.3K -310 -30%
CAW
507
Cornerstone Advisors (Washington)
Washington
$37K +$1.63K +33 +5%
MFS
508
MSI Financial Services
Massachusetts
$36K +$2.37K +48 +7%
JFGIW
509
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$33K – – –
CAL
510
Capital Analysts LLC
Pennsylvania
$29.9K +$28.7K +581 New
PMFA
511
Plante Moran Financial Advisors
Michigan
$27K +$9.09K +184 +55%
TC
512
TradeLink Capital
Illinois
$26K +$24.7K +500 New
HCC
513
Hirtle Callaghan & Co
Pennsylvania
$25K – – –
S
514
SignatureFD
Georgia
$22K +$6.23K +126 +41%
ST
515
SpiderRock Trading
Illinois
$21K – – –
BRWA
516
B. Riley Wealth Advisors
Florida
$15.6K +$15K +303 New
CGT
517
Capital Guardian Trust
California
$15K – – –
PFG
518
Piershale Financial Group
Illinois
$15K – – –
MUMSS
519
Mitsubishi UFJ Morgan Stanley Securities
Japan
$15K +$3.46K +70 +30%
GSC
520
Ground Swell Capital
South Carolina
$15K +$14.6K +296 New
TFO
521
Tarbox Family Office
California
$12K -$4.2K -85 -26%
JWA
522
JFS Wealth Advisors
Pennsylvania
$12K +$11.9K +240 New
GAM
523
Gemmer Asset Management
California
$11K – – –
WA
524
WealthTrust-Arizona
Arizona
$10K -$1.68K -34 -15%
TWA
525
TCI Wealth Advisors
Arizona
$10K – – –
19 20
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