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Lincoln National

Name Holding Trade Value Shares
Change
Change in
Stake
CSC
576
Caldwell Sutter Capital
California
$1.45K – – –
BI
577
Binnacle Investments
Iowa
$1.29K +$464 +12 +60%
MCM
578
MV Capital Management
Maryland
$1.25K – – –
TFM
579
TFC Financial Management
Massachusetts
$1.17K – – –
AW
580
Avion Wealth
Texas
$1K – – –
CCM
581
Cloud Capital Management
Washington
$1K +$1.51K +39 New
MSWM
582
Mowery & Schoenfeld Wealth Management
Illinois
$940 – – –
FC
583
Fairscale Capital
New Hampshire
$928 – – –
SIC
584
SJS Investment Consulting
Ohio
$928 – – –
FWA
585
Flagship Wealth Advisors
Massachusetts
$766 – – –
EP
586
Essential Partners
California
$686 – – –
RA
587
Rise Advisors
New York
$686 – – –
HIA
588
HFM Investment Advisors
New Jersey
$565 – – –
Bogart Wealth LLC
589
Bogart Wealth LLC
Virginia
$565 +$541 +14 New
DF
590
Dunhill Financial
United Kingdom
$562 – – –
S
591
Sachetta
Massachusetts
$525 – – –
FC
592
Financial Consulate
Maryland
$525 +$503 +13 New
RWM
593
Raffa Wealth Management
District of Columbia
$524 – – –
BHWM
594
Bay Harbor Wealth Management
Maryland
$443 +$155 +4 +57%
WWM
595
Wolff Wiese Magana
California
$404 – – –
Horizon Investments
596
Horizon Investments
North Carolina
$399 – – –
SFCL
597
Strengthening Families & Communities LLC
Massachusetts
$285 +$271 +7 New
AWM
598
Abound Wealth Management
Tennessee
$283 – – –
DF
599
DecisionPoint Financial
Arizona
$281 – – –
SHIM
600
Stone House Investment Management
Pennsylvania
$242 – – –