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Lincoln National
LNC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
501
Private Capital Group
Connecticut
$17K -$704 -20 -4%
KPW
502
Kore Private Wealth
New York
$17K +$14.7K +417 +707%
TWA
503
TCI Wealth Advisors
Arizona
$17K +$15.1K +430 +1,593%
ADL
504
Asset Dedication LLC
California
$16K – – –
LFG
505
Larson Financial Group
Missouri
$16K +$176 +5 +1%
FC
506
FORA Capital
Florida
$16K +$15.4K +438 New
CDIA
507
Capital Directions Investment Advisors
Georgia
$15K – – –
FHA
508
First Horizon Advisors
Tennessee
$15K – – –
EIP
509
Ellis Investment Partners
Pennsylvania
$15K +$141 +4 +0.9%
TFO
510
Tarbox Family Office
California
$15K +$1.27K +36 +10%
ST
511
Smithfield Trust
Pennsylvania
$15K +$14.1K +400 New
CWC
512
Carolinas Wealth Consulting
North Carolina
$15K +$14.3K +405 New
TFS
513
TrustCore Financial Services
Tennessee
$14K +$13.8K +391 New
CFFP
514
Center for Financial Planning
Michigan
$13K – – –
EFSCE
515
Enterprise Financial Services Corp (EFSC)
Missouri
$13K – – –
TL
516
TrueWealth LLC
Georgia
$13K – – –
MA
517
MUFG Americas
New York
$12K -$11.3K -320 -50%
OSAM
518
O'Shaughnessy Asset Management
Connecticut
$12K +$7.5K +213 +176%
SFS
519
Sowell Financial Services
Arkansas
$11K -$6.58K -187 -38%
AWM
520
AllSquare Wealth Management
New York
$11K – – –
BL
521
Balentine LLC
Georgia
$10K +$2.43K +69 +34%
AIM
522
Anchor Investment Management
South Carolina
$9.16K -$8.8K -250 -50%
GAM
523
Gemmer Asset Management
California
$9K – – –
VEA
524
Virtus ETF Advisers
New York
$9K +$8.24K +234 New
WEC
525
Winslow Evans & Crocker
Massachusetts
$8K -$35 -1 -0.4%
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