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Lincoln National
LNC

Name Holding Trade Value Shares
Change 		Change in
Stake
ECA
576
Elevated Capital Advisors
Utah
$1.14K – – –
AW
577
Ankerstar Wealth
Texas
$1.1K – – –
RF
578
Robinswood Financial
Washington
$1.1K +$1.19K +31 New
TFM
579
TFC Financial Management
Massachusetts
$1.06K +$38 +1 +3%
BWL
580
Bogart Wealth LLC
Virginia
$1.06K +$1.15K +30 New
HIW
581
Holos Integrated Wealth
Pennsylvania
$908 +$999 +26 New
SWM
582
SHP Wealth Management
Massachusetts
$888 +$961 +25 New
WA
583
Whipplewood Advisors
Colorado
$852 +$922 +24 New
ZBNA
584
Zions Bancorporation, National Association
Utah
$852 +$922 +24 New
MSWM
585
Mowery & Schoenfeld Wealth Management
Illinois
$827 – – –
FC
586
Fairscale Capital
New Hampshire
$817 – – –
TM
587
Torren Management
California
$746 – – –
CTC
588
Central Trust Company
Missouri
$746 +$692 +18 +600%
BHWM
589
Bay Harbor Wealth Management
Maryland
$745 +$154 +4 +24%
HI
590
Horizon Investments
North Carolina
$701 +$384 +10 +100%
FWA
591
Flagship Wealth Advisors
Massachusetts
$657 – – –
NRG
592
Nemes Rush Group
Michigan
$639 – – –
DF
593
Dunhill Financial
United Kingdom
$597 -$115 -3 -16%
GWM
594
Gilpin Wealth Management
Colorado
$568 +$77 +2 +14%
RWM
595
Raffa Wealth Management
District of Columbia
$568 +$115 +3 +23%
HIA
596
HFM Investment Advisors
New Jersey
$497 – – –
TBFA
597
Three Bearings Fiduciary Advisors
New Hampshire
$497 – – –
FC
598
Financial Consulate
Maryland
$462 – – –
S
599
Sachetta
Massachusetts
$462 – – –
EP
600
Essential Partners
California
$391 -$231 -6 -35%
22 23
24
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