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Lincoln National

Name Holding Trade Value Shares
Change
Change in
Stake
CGT
526
Capital Guardian Trust
California
$23K +$11.2K +250 +102%
KT
527
Kanaly Trust
Texas
$21K +$1.39K +31 +8%
AWMS
528
Advocacy Wealth Management Services
Georgia
$20K +$627 +14 +3%
FHA
529
First Horizon Advisors
Tennessee
$20K +$2.87K +64 +19%
Northwestern Mutual Wealth Management
530
Northwestern Mutual Wealth Management
Wisconsin
$18K -$11.6K -260 -40%
AWM
531
Avior Wealth Management
Nebraska
$18K +$90 +2 +0.5%
CFA
532
Camarda Financial Advisors
Florida
$16K
AWM
533
AllSquare Wealth Management
New York
$14K
CCM
534
Cribstone Capital Management
Maine
$14K
TFO
535
Tarbox Family Office
California
$14K
PFG
536
Piershale Financial Group
Illinois
$13K
ZB
537
Zions Bancorporation
Utah
$13K +$45 +1 +0.3%
JWA
538
JFS Wealth Advisors
Pennsylvania
$11K
WEC
539
Winslow Evans & Crocker
Massachusetts
$10.9K -$11.6K -260 -53%
GAM
540
Gemmer Asset Management
California
$10K
PCP
541
Proficio Capital Partners
Massachusetts
$9K
TWA
542
TCI Wealth Advisors
Arizona
$9K
FNBT
543
FineMark National Bank & Trust
Florida
$8K
TDC
544
Thompson Davis & Co
Virginia
$8K
HS
545
Horan Securities
United States
$8K +$7.39K +165 New
MCM
546
Manchester Capital Management
Vermont
$7K
DAM
547
Delta Asset Management
Tennessee
$6K
QAM
548
QCI Asset Management
New York
$6K
VNA
549
Valley National Advisers
Pennsylvania
$6K
PIM
550
Parasol Investment Management
Illinois
$6K +$5.6K +125 New