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Lincoln National
LNC

Name Holding Trade Value Shares
Change 		Change in
Stake
UCB
526
United Community Bank
South Carolina
$26.6K – – –
SAG
527
SageView Advisory Group
California
$23.6K +$22.1K +530 New
CH
528
Cromwell Holdings
Wyoming
$23.5K +$208 +5 +1%
AAP
529
Arax Advisory Partners
Colorado
$23.4K -$293K -7,045 -93%
MPWT
530
MassMutual Private Wealth & Trust
Connecticut
$23.3K +$2.71K +65 +14%
SC
531
SouthState Corp
Florida
$22.2K -$2.08K -50 -9%
WIM
532
Westside Investment Management
California
$21.8K – – –
RF
533
Rossby Financial
Florida
$18.7K -$75K -1,800 -81%
OC
534
Oakworth Capital
Alabama
$18.4K – – –
LSA
535
Leonteq Securities AG
Switzerland
$17.5K -$20.9K -502 -56%
BIA
536
Bell Investment Advisors
California
$15.4K +$2.25K +54 +19%
PFBT
537
Parkside Financial Bank & Trust
Missouri
$15.2K +$2.12K +51 +18%
PWA
538
Physician Wealth Advisors
Utah
$14.9K -$3.12K -75 -18%
CT
539
Clearstead Trust
Maine
$14.4K -$2.75K -66 -17%
GWM
540
Geneos Wealth Management
Colorado
$14.4K – – –
BTI
541
Blue Trust Inc
Georgia
$14.3K -$416 -10 -3%
W
542
WealthCollab
Washington
$14.2K – – –
WA
543
Walsh & Associates
Florida
$11.8K +$11K +265 New
AA
544
Addison Advisors
Vermont
$11.6K +$2.75K +66 +34%
WA
545
WPG Advisers
Maryland
$11.5K +$2.08K +50 +24%
BBHC
546
Brown Brothers Harriman & Co
New York
$11K -$10.6K -254 -51%
GA
547
GoalVest Advisory
New York
$10.8K +$10.1K +243 New
EW
548
Elyxium Wealth
California
$10.8K +$10.1K +242 New
MB
549
MidFirst Bank
Oklahoma
$10.5K +$9.79K +235 New
GFA
550
Gladwyn Financial Advisors
Virginia
$9.91K +$125 +3 +1%
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