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Lincoln National

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
526
AssetMark Inc
California
$73K -$5.35K -81 -6%
TWM
527
Tradition Wealth Management
Minnesota
$73K +$66 +1 +0.1%
TPCW
528
TD Private Client Wealth
New York
$70.2K +$990 +15 +1%
FPS
529
Fieldpoint Private Securities
Connecticut
$68K +$1.32K +20 +2%
CWC
530
Carolinas Wealth Consulting
North Carolina
$66K -$33K -500 -32%
CCM
531
Covington Capital Management
California
$65K
NIM
532
NuWave Investment Management
New Jersey
$65K +$68.6K +1,040 New
HPC
533
HM Payson & Co
Maine
$64K -$24.9K -377 -27%
WT
534
Washington Trust
Rhode Island
$63K
FI
535
FormulaFolio Investments
Michigan
$61K
IA
536
IFP Advisors
Florida
$61K +$1.39K +21 +2%
FMT
537
First Mercantile Trust
Tennessee
$59K -$5.81K -88 -9%
PFBT
538
Parkside Financial Bank & Trust
Missouri
$55K +$3.83K +58 +7%
SPIA
539
Steward Partners Investment Advisory
New York
$53K -$27.2K -412 -33%
ANBT
540
American National Bank & Trust
Texas
$53K +$42.2K +639 +320%
OC
541
Oakworth Capital
Alabama
$48K
MC
542
Maverick Capital
Texas
$48K +$50.6K +767 New
SAM
543
Shell Asset Management
Netherlands
$46K -$28.6K -434 -37%
Carson Wealth (CWM LLC)
544
Carson Wealth (CWM LLC)
Nebraska
$46K
GEA
545
Glen Eagle Advisors
New Jersey
$45.6K -$1.65K -25 -3%
HFS
546
HBC Financial Services
Washington
$45K
VanEck Associates
547
VanEck Associates
New York
$44K +$30K +455 +188%
LC
548
Lindbrook Capital
California
$43K
TWA
549
TCI Wealth Advisors
Arizona
$42K +$3.17K +48 +8%
NFG
550
Next Financial Group
Texas
$36K -$18.7K -284 -33%