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Lincoln National
LNC

Name Holding Trade Value Shares
Change 		Change in
Stake
S
601
Surevest
California
$24K +$24.7K +350 New
MTIC
602
Missouri Trust & Investment Company
Missouri
$24K +$24.9K +353 New
CM
603
Cornerstone Management
Georgia
$23.9K +$24.7K +350 New
TFP
604
Tilia Fiduciary Partners
North Carolina
$23K +$23.6K +335 New
EW
605
Evoke Wealth
California
$22K -$71 -1 -0.3%
PCG
606
Private Capital Group
Connecticut
$22K – – –
M1FG
607
Mach-1 Financial Group
Arkansas
$21K +$22.6K +320 New
BBHC
608
Brown Brothers Harriman & Co
New York
$20K – – –
EWA
609
EverSource Wealth Advisors
Alabama
$20K +$20.5K +290 New
AWMS
610
Advocacy Wealth Management Services
Georgia
$19K – – –
FPS
611
Fieldpoint Private Securities
Connecticut
$18K -$50.8K -720 -73%
AFS
612
Annapolis Financial Services
Maryland
$17K – – –
COCM
613
Charter Oak Capital Management
New Hampshire
$17K – – –
GAM
614
Gemmer Asset Management
California
$17K – – –
SWM
615
Spire Wealth Management
Virginia
$16K -$10.6K -150 -38%
TAIM
616
TD Ameritrade Investment Management
Nebraska
$16K +$16.9K +239 New
PCFFS
617
Pacific Center for Financial Services
California
$14K – – –
AWM
618
Atticus Wealth Management
Florida
$14K +$14.1K +200 New
FAG
619
Fortitude Advisory Group
Washington
$14K +$14.1K +200 New
ME
620
McIlrath & Eck
Washington
$13K – – –
SC
621
SouthState Corp
Florida
$12K – – –
C
622
Covestor
United Kingdom
$12K +$12.1K +171 New
CFFP
623
Center for Financial Planning
Michigan
$11K – – –
MA
624
MUFG Americas
New York
$11K – – –
AIC
625
Archer Investment Corporation
Indiana
$10.8K – – –
23 24
25
26 27