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Lincoln National

Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
501
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$105K
Carson Wealth (CWM LLC)
502
Carson Wealth (CWM LLC)
Nebraska
$98K -$5.08K -89 -4%
SWM
503
Sugarloaf Wealth Management
Georgia
$92K +$113K +1,973 New
VVP
504
Venture Visionary Partners
Ohio
$92K +$112K +1,967 New
BC
505
Bartlett & Co
Ohio
$89K -$3.99K -70 -4%
DMBA
506
Deseret Mutual Benefit Administrators
Utah
$89K
BCWM
507
Bartlett & Co Wealth Management
Ohio
$88.6K -$3.99K -70 -4%
CWP
508
Concord Wealth Partners
Virginia
$88K +$26.6K +467 +33%
CFGS
509
Concourse Financial Group Securities
Alabama
$85K -$2.28K -40 -2%
DSC
510
Duncker Streett & Co
Missouri
$84K
WTC
511
WhitTier Trust Company
Nevada
$76K +$456 +8 +0.5%
C
512
Covestor
United Kingdom
$74K +$12K +210 +15%
CAL
513
Capital Analysts LLC
Pennsylvania
$73K -$19.8K -348 -18%
SOW
514
State of Wyoming
Wyoming
$73K +$53.3K +935 +151%
KFI
515
Key Financial Inc
Pennsylvania
$66K
IRC
516
Investors Research Corp
Georgia
$61K
CT
517
Cambridge Trust
Massachusetts
$60K -$17.1K -300 -19%
LWANC
518
Laurel Wealth Advisors (North Carolina)
North Carolina
$59K
TFA
519
Toth Financial Advisory
Virginia
$59K
ZB
520
Zions Bancorporation
Utah
$58K -$33.6K -589 -32%
SIM
521
Sentry Investment Management
Wisconsin
$58K -$13.7K -240 -16%
IA
522
IFP Advisors
Florida
$56K
TWM
523
Tradition Wealth Management
Minnesota
$54K
SWM
524
Selective Wealth Management
Virginia
$52K
CFB
525
Cullen/Frost Bankers
Texas
$51K