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Lincoln National

Name Holding Trade Value Shares
Change
Change in
Stake
CWC
526
Carolinas Wealth Consulting
North Carolina
$62K +$48.9K +1,150 +284%
CIA
527
CSat Investment Advisory
Michigan
$61K -$58.1K -1,366 -53%
TWM
528
Tradition Wealth Management
Minnesota
$58K +$49.4K +1,161 New
FMT
529
First Mercantile Trust
Tennessee
$56K -$7.44K -175 -13%
IAIM
530
International Assets Investment Management
Florida
$54K +$45.2K +1,064 New
TPCW
531
TD Private Client Wealth
New York
$53.3K -$468 -11 -1%
SPIA
532
Steward Partners Investment Advisory
New York
$53K -$19.8K -465 -31%
CCM
533
Covington Capital Management
California
$52K
PCG
534
Private Capital Group
Connecticut
$51K +$41.5K +976 +2,169%
WT
535
Washington Trust
Rhode Island
$50K -$8.5K -200 -17%
GWM
536
Geneos Wealth Management
Colorado
$50K +$30.8K +725 +89%
KFI
537
Key Financial Inc
Pennsylvania
$50K +$42.5K +1,000 New
FPS
538
Fieldpoint Private Securities
Connecticut
$49K +$41.5K +975 New
Carson Wealth (CWM LLC)
539
Carson Wealth (CWM LLC)
Nebraska
$46K
NFG
540
Next Financial Group
Texas
$43K +$298 +7 +0.8%
PFBT
541
Parkside Financial Bank & Trust
Missouri
$42K -$298 -7 -0.8%
HFS
542
HBC Financial Services
Washington
$42K
SFO
543
Standard Family Office
South Dakota
$40K +$33.8K +795 New
OC
544
Oakworth Capital
Alabama
$38K
HFM
545
Harvest Fund Management
China
$36K +$30.7K +722 New
LC
546
Lindbrook Capital
California
$34K +$2.59K +61 +10%
APWM
547
Atlas Private Wealth Management
New York
$29K
BSG
548
Black Swift Group
Colorado
$27K
ST
549
Smithfield Trust
Pennsylvania
$26K
FHA
550
First Horizon Advisors
Tennessee
$25K -$9.31K -219 -30%