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Lincoln National

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
501
Concourse Financial Group Securities
Alabama
$80K
DMBA
502
Deseret Mutual Benefit Administrators
Utah
$77K -$6.98K -145 -8%
WTC
503
WhitTier Trust Company
Nevada
$71K
GWM
504
Geneos Wealth Management
Colorado
$68K +$55.4K +1,150 +278%
IA
505
IFP Advisors
Florida
$63K +$10.6K +221 +13%
ZB
506
Zions Bancorporation
Utah
$61K +$6.74K +140 +11%
SOW
507
State of Wyoming
Wyoming
$60K -$8.96K -186 -12%
CFB
508
Cullen/Frost Bankers
Texas
$59K +$11.9K +247 +22%
IRC
509
Investors Research Corp
Georgia
$57K
CT
510
Cambridge Trust
Massachusetts
$57K +$771 +16 +1%
TFA
511
Toth Financial Advisory
Virginia
$55K
TWM
512
Tradition Wealth Management
Minnesota
$51K +$289 +6 +0.5%
DCM
513
Dupont Capital Management
Delaware
$51K +$16K +332 +40%
TPCW
514
TD Private Client Wealth
New York
$47.6K +$867 +18 +2%
LC
515
Lindbrook Capital
California
$47K +$19.7K +409 +61%
SPIA
516
Steward Partners Investment Advisory
New York
$45K -$2.89K -60 -6%
CCM
517
Covington Capital Management
California
$45K
WT
518
Washington Trust
Rhode Island
$44K
PFBT
519
Parkside Financial Bank & Trust
Missouri
$44K +$9.92K +206 +25%
CWC
520
Carolinas Wealth Consulting
North Carolina
$42K
AssetMark Inc
521
AssetMark Inc
California
$41K
HPC
522
HM Payson & Co
Maine
$39K -$5.92K -123 -12%
CP
523
Castleview Partners
Texas
$37K -$1.99M -41,260 -98%
LWANC
524
Laurel Wealth Advisors (North Carolina)
North Carolina
$37K -$19.5K -404 -32%
BC
525
Barrett & Company
Rhode Island
$36.9K +$57.8K +1,200 New