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Lincoln National
LNC

Name Holding Trade Value Shares
Change 		Change in
Stake
IUHSA
601
Itau Unibanco Holding S.A.
Brazil
$26K -$17.9K -270 -41%
TSW
602
Thompson Siegel & Walmsley
Virginia
$25K – – –
AWMS
603
Advocacy Wealth Management Services
Georgia
$24K – – –
BTIS
604
BB&T Investment Services
North Carolina
$21K +$6.28K +95 +41%
FC
605
Ferris Capital
Massachusetts
$19K +$18.5K +280 New
FIB
606
First Interstate Bank
Montana
$18K -$64.8K -980 -79%
TFO
607
Tarbox Family Office
California
$18K – – –
WB
608
Webster Bank
Connecticut
$18K – – –
PCP
609
Proficio Capital Partners
Massachusetts
$17K +$1.26K +19 +9%
NA
610
NewEdge Advisors
Louisiana
$16.4K +$15.3K +232 New
AIL
611
AGF Investments LLC
Ontario, Canada
$16K – – –
WEC
612
Winslow Evans & Crocker
Massachusetts
$15.6K -$66 -1 -0.4%
GAM
613
Gemmer Asset Management
California
$15K – – –
WPA
614
West Paces Advisors
Georgia
$14.7K – – –
PCFFS
615
Pacific Center for Financial Services
California
$14K – – –
TWA
616
TCI Wealth Advisors
Arizona
$14K – – –
GBT
617
Grove Bank & Trust
Florida
$14K +$6.28K +95 +90%
CCM
618
Cribstone Capital Management
Maine
$12K -$7.27K -110 -39%
JFGIW
619
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11K – – –
SGAM
620
Smith Group Asset Management
Texas
$11K – – –
EWM
621
Evercore Wealth Management
New York
$11K +$8.33K +126 +286%
MCM
622
Manchester Capital Management
Vermont
$10K – – –
DAM
623
Delta Asset Management
Tennessee
$9K – – –
AIM
624
Advantage Investment Management
Iowa
$9K +$4.03K +61 +80%
ZB
625
Zions Bancorporation
Utah
$8K -$3.7K -56 -34%
23 24
25
26 27