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Lincoln National
LNC

Name Holding Trade Value Shares
Change 		Change in
Stake
NS
501
NBC Securities
Alabama
$37.1K – – –
UB
502
UMB Bank
Missouri
$36.9K +$5.8K +150 +20%
HWA
503
HHM Wealth Advisors
Tennessee
$36.8K – – –
LSA
504
Leonteq Securities AG
Switzerland
$36.1K -$42.3K -1,094 -55%
BWAM
505
Boyd Watterson Asset Management
Ohio
$34.3K – – –
TCOV
506
Trust Company of Vermont
Vermont
$32.3K – – –
SL
507
Salomon & Ludwin
Virginia
$31.8K +$29.9K +773 New
CPBTD
508
Central Pacific Bank - Trust Division
Hawaii
$31.5K – – –
DMBA
509
Deseret Mutual Benefit Administrators
Utah
$30.3K – – –
SS
510
SBI Securities
Japan
$29.9K -$7.08K -183 -20%
MCM
511
Manchester Capital Management
Vermont
$29.4K -$3.71K -96 -12%
JWM
512
JPL Wealth Management
Colorado
$29.1K +$27.9K +721 New
WT
513
Whittier Trust
California
$26.6K +$3.06K +79 +14%
UCB
514
United Community Bank
South Carolina
$24.1K +$23.1K +598 New
WANY
515
Wealthspire Advisors (New York)
New York
$24.1K +$23.1K +597 New
SC
516
SouthState Corp
Florida
$22.1K +$8.16K +211 +63%
PTC
517
Private Trust Company
Ohio
$22K – – –
CH
518
Cromwell Holdings
Wyoming
$21.1K – – –
RFP
519
Root Financial Partners
California
$21K +$20.1K +521 New
BBHC
520
Brown Brothers Harriman & Co
New York
$20.2K +$19.4K +502 New
AEPWM
521
Atlantic Edge Private Wealth Management
Florida
$20.2K – – –
WIM
522
Westside Investment Management
California
$19.4K +$9.36K +242 +100%
MPWT
523
MassMutual Private Wealth & Trust
Connecticut
$18.5K – – –
OC
524
Oakworth Capital
Alabama
$16.7K – – –
PWA
525
Physician Wealth Advisors
Utah
$16.5K – – –
19 20
21
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