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Lincoln National

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
551
CVA Family Office
Colorado
$36K +$28.7K +435 +322%
ST
552
Smithfield Trust
Pennsylvania
$33K – – –
FHA
553
First Horizon Advisors
Tennessee
$31K – – –
HCM
554
Highlander Capital Management
New Jersey
$31K – – –
VNA
555
Valley National Advisers
Pennsylvania
$31K – – –
LFG
556
Larson Financial Group
Missouri
$29K +$198 +3 +0.7%
ADL
557
Asset Dedication LLC
California
$28K – – –
Loomis, Sayles & Company
558
Loomis, Sayles & Company
Massachusetts
$25K -$12.4K -188 -32%
RFA
559
Reilly Financial Advisors
California
$25K – – –
CSPIA
560
Cary Street Partners Investment Advisory
Virginia
$25K +$1.65K +25 +7%
CBT
561
Central Bank & Trust
Kentucky
$25K +$25.7K +390 New
TFO
562
Tarbox Family Office
California
$24K -$792 -12 -3%
SWM
563
Spire Wealth Management
Virginia
$24K +$11.9K +181 +87%
EFSCE
564
Enterprise Financial Services Corp (EFSC)
Missouri
$22K – – –
IAS
565
IMA Advisory Services
Colorado
$22K – – –
EW
566
Evoke Wealth
California
$21K -$3.89K -59 -15%
CI
567
CX Institutional
Indiana
$21K +$3.43K +52 +19%
FHC
568
First Horizon Corporation
Tennessee
$19K -$132 -2 -0.6%
CDIA
569
Capital Directions Investment Advisors
Georgia
$19K +$19.8K +300 New
BBHC
570
Brown Brothers Harriman & Co
New York
$18K -$5.35K -81 -22%
AWM
571
AllSquare Wealth Management
New York
$18K – – –
PCG
572
Private Capital Group
Connecticut
$18K +$792 +12 +4%
AWMS
573
Advocacy Wealth Management Services
Georgia
$17K -$4.29K -65 -19%
AFS
574
Annapolis Financial Services
Maryland
$16K – – –
COCM
575
Charter Oak Capital Management
New Hampshire
$15K – – –