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Lincoln National

Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
601
Mowery & Schoenfeld Wealth Management
Illinois
$1.04K – – –
SIC
602
SJS Investment Consulting
Ohio
$1.02K – – –
FC
603
Fairscale Capital
New Hampshire
$1.02K – – –
TM
604
Torren Management
California
$935 +$875 +21 New
FWA
605
Flagship Wealth Advisors
Massachusetts
$846 – – –
Spire Wealth Management
606
Spire Wealth Management
Virginia
$846 +$791 +19 New
DF
607
Dunhill Financial
United Kingdom
$831 +$208 +5 +36%
NRG
608
Nemes Rush Group
Michigan
$802 +$750 +18 New
EP
609
Essential Partners
California
$757 – – –
BHWM
610
Bay Harbor Wealth Management
Maryland
$757 +$250 +6 +55%
HIA
611
HFM Investment Advisors
New Jersey
$624 – – –
GWM
612
Gilpin Wealth Management
Colorado
$624 +$583 +14 New
TBFA
613
Three Bearings Fiduciary Advisors
New Hampshire
$589 +$583 +14 New
FC
614
Financial Consulate
Maryland
$579 – – –
RWM
615
Raffa Wealth Management
District of Columbia
$579 – – –
S
616
Sachetta
Massachusetts
$579 – – –
FPF
617
First Pacific Financial
Washington
$535 -$4.71K -113 -90%
WWM
618
Wolff Wiese Magana
California
$446 – – –
Horizon Investments
619
Horizon Investments
North Carolina
$441 – – –
MFP
620
Meramec Financial Planners
Missouri
$363 +$375 +9 New
AWM
621
Abound Wealth Management
Tennessee
$312 – – –
DF
622
DecisionPoint Financial
Arizona
$312 – – –
SHIM
623
Stone House Investment Management
Pennsylvania
$267 – – –
BOJHT
624
Bank of Jackson Hole Trust
Wyoming
$223 – – –
Central Trust Company
625
Central Trust Company
Missouri
$118 +$125 +3 New