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Lincoln National
LNC

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
551
Trust Company of Vermont
Vermont
$30K -$6.5K -107 -16%
MRCM
552
M&R Capital Management
New Jersey
$30K – – –
PCP
553
Proficio Capital Partners
Massachusetts
$30K +$22.4K +368 +170%
SFG
554
SevenBridge Financial Group
Pennsylvania
$29K – – –
PMFA
555
Plante Moran Financial Advisors
Michigan
$28K -$15.3K -252 -31%
FHA
556
First Horizon Advisors
Tennessee
$28K +$2.07K +34 +7%
PA
557
Parallel Advisors
California
$28K +$2.13K +35 +7%
HCM
558
Highlander Capital Management
New Jersey
$26K – – –
ME
559
McIlrath & Eck
Washington
$25K -$3.28K -54 -10%
CBT
560
Capital Bank & Trust
California
$25K – – –
ADL
561
Asset Dedication LLC
California
$23K – – –
CIA
562
CSat Investment Advisory
Michigan
$21K +$11.5K +189 +84%
EFSCE
563
Enterprise Financial Services Corp (EFSC)
Missouri
$20K +$2.13K +35 +10%
TSW
564
Thompson Siegel & Walmsley
Virginia
$19K – – –
SFA
565
Spectrum Financial Alliance
Kentucky
$17K – – –
MSFP
566
Mark Sheptoff Financial Planning
Connecticut
$15K -$69.9K -1,150 -79%
AWM
567
AllSquare Wealth Management
New York
$15K – – –
ARMC
568
American Research & Management Company
Massachusetts
$15K – – –
PVH
569
Psagot Value Holdings
Israel
$15K – – –
TFO
570
Tarbox Family Office
California
$14K +$486 +8 +3%
MNBTD
571
Moody National Bank Trust Division
Texas
$14K +$16.8K +276 New
WANY
572
Wealthspire Advisors (New York)
New York
$14K +$16.8K +277 New
BCI
573
Brinker Capital Investments
Pennsylvania
$13K – – –
FC
574
Ferris Capital
Massachusetts
$13K – – –
JFGIW
575
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13K – – –
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