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Lincoln National
LNC

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
501
Evercore Wealth Management
New York
$63K +$47.3K +1,057 +360%
AIM
502
Advantage Investment Management
Iowa
$60K +$57.4K +1,283 New
IIC
503
Integrated Investment Consultants
Michigan
$53K – – –
WA
504
WealthTrust-Arizona
Arizona
$53K +$3.63K +81 +8%
AIM
505
Acrospire Investment Management
Illinois
$52K -$31.3K -700 -39%
HCM
506
Highlander Capital Management
New Jersey
$50K – – –
PG
507
Patten Group
Tennessee
$48.2K +$44.8K +1,000 New
PMFA
508
Plante Moran Financial Advisors
Michigan
$48K – – –
AAC
509
Asset Advisors Corp
Georgia
$47K – – –
FPFS
510
First Personal Financial Services
North Carolina
$47K – – –
CAL
511
Capital Analysts LLC
Pennsylvania
$44K -$6.94K -155 -14%
ST
512
Spot Trading
Illinois
$43K +$41K +915 New
GLI
513
Guardian Life Insurance
New York
$42K – – –
OC
514
Oakworth Capital
Alabama
$40K – – –
AIM
515
Anchor Investment Management
South Carolina
$37.9K -$10.4K -233 -22%
IR
516
Invictus RG
Bermuda
$35K +$25.9K +578 +342%
ASN
517
Advisory Services Network
Georgia
$34K +$134 +3 +0.4%
CAW
518
Cornerstone Advisors (Washington)
Washington
$33K – – –
SAMC
519
Shinko Asset Management Company
Japan
$29K – – –
MRCM
520
M&R Capital Management
New Jersey
$28K – – –
JFGIW
521
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$28K +$2.6K +58 +11%
WAM
522
Wealthspire Advisors (Maryland)
Maryland
$26K +$6.4K +143 +35%
ARMC
523
American Research & Management Company
Massachusetts
$23K – – –
CYG
524
Clean Yield Group
Vermont
$23K – – –
JIC
525
Joel Isaacson & Co
New York
$23K – – –
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