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Lincoln National
LNC

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
526
Karp Capital Management
California
$69K +$65.3K +1,200 New
AWM
527
AllSquare Wealth Management
New York
$67K +$63.4K +1,164 New
FNBT
528
FineMark National Bank & Trust
Florida
$61K -$2.99K -55 -5%
WTC
529
WhitTier Trust Company
Nevada
$61K – – –
AAC
530
Asset Advisors Corp
Georgia
$58K – – –
SAMC
531
Shinko Asset Management Company
Japan
$50K -$5.44K -100 -10%
CAL
532
Capital Analysts LLC
Pennsylvania
$48K – – –
NFG
533
Next Financial Group
Texas
$46K -$5.44K -100 -11%
NIMI
534
Natixis Investment Managers International
France
$46K +$43.6K +802 New
AWM
535
Avior Wealth Management
Nebraska
$43K +$163 +3 +0.4%
CAW
536
Cornerstone Advisors (Washington)
Washington
$41K – – –
JFGIW
537
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$40K – – –
DBT
538
Dubuque Bank & Trust
Iowa
$38K -$9.36K -172 -21%
IMS
539
Index Management Solutions
Pennsylvania
$35K -$5.66K -104 -14%
TWA
540
TCI Wealth Advisors
Arizona
$35K – – –
P
541
Palladiem
Pennsylvania
$35K +$32.7K +600 New
TDC
542
Thompson Davis & Co
Virginia
$32K +$5.44K +100 +22%
IRS
543
Invictus RG (Singapore)
Singapore
$29K +$27.2K +500 New
HCC
544
Hirtle Callaghan & Co
Pennsylvania
$26K -$1.69K -31 -6%
PMFA
545
Plante Moran Financial Advisors
Michigan
$26K – – –
MUMSS
546
Mitsubishi UFJ Morgan Stanley Securities
Japan
$25K – – –
JIC
547
Joel Isaacson & Co
New York
$25K +$23.1K +425 New
S
548
SignatureFD
Georgia
$23K +$4.95K +91 +29%
JIR
549
James Investment Research
Ohio
$20K – – –
WAM
550
Wallington Asset Management
Indiana
$18K -$4.63K -85 -21%
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