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Lincoln National

Name Holding Trade Value Shares
Change
Change in
Stake
VNA
601
Valley National Advisers
Pennsylvania
$5K – – –
TFS
602
TrustCore Financial Services
Tennessee
$4K – – –
RG
603
Retirement Group
California
$4K +$3.47K +59 New
IndexIQ Advisors
604
IndexIQ Advisors
New York
$4K +$4.12K +70 New
EWA
605
Evolution Wealth Advisors
Florida
$4K +$4.47K +76 New
CMBA
606
C.M. Bidwell & Associates
Hawaii
$3K – – –
SFSIG
607
San Francisco Sentry Investment Group
California
$3K – – –
CHA
608
Carmichael Hill & Associates
Maryland
$3K +$3K +51 New
QAM
609
QCI Asset Management
New York
$2K – – –
WCM
610
Wealthcare Capital Management
Virginia
$2K +$2.12K +36 New
RWM
611
Raffa Wealth Management
District of Columbia
$1K – – –
CX Institutional
612
CX Institutional
Indiana
$1K -$2.3K -39 -65%
AF
613
Advisornet Financial
Minnesota
$1K – – –
MCM
614
MV Capital Management
Maryland
$1K – – –
PFGIA
615
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
BWM
616
BerganKDV Wealth Management
Minnesota
$1K +$1.18K +20 New
Kayne Anderson Rudnick Investment Management
617
Kayne Anderson Rudnick Investment Management
California
$1K +$1.47K +25 New
Clark Capital Management Group
618
Clark Capital Management Group
Pennsylvania
– -$23.3M -386,776 Closed
CC
619
Carlson Capital
Texas
– -$22.6M -374,100 Closed
GC
620
Gillson Capital
Illinois
– -$22.2M -368,126 Closed
Axa
621
Axa
France
– -$20.1M -333,969 Closed
AU
622
Algebris (UK)
United Kingdom
– -$14.6M -241,236 Closed
Marshall Wace North America
623
Marshall Wace North America
New York
– -$7.01M -116,162 Closed
MUFG Securities EMEA
624
MUFG Securities EMEA
United Kingdom
– -$6.03M -100,000 Closed
CL
625
CSS LLC
Illinois
– -$5.94M -98,411 Closed