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Lincoln National
LNC

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
626
Tarbox Family Office
California
$21K – – –
WB
627
Webster Bank
Connecticut
$21K – – –
JFGIW
628
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K – – –
GBT
629
Grove Bank & Trust
Florida
$20K +$4.84K +64 +32%
BCI
630
Brinker Capital Investments
Pennsylvania
$19K +$18.9K +250 New
PW
631
Price Wealth
Texas
$19K +$19.2K +254 New
WEC
632
Winslow Evans & Crocker
Massachusetts
$17.8K – – –
GAM
633
Gemmer Asset Management
California
$17K – – –
KA
634
Kaizen Advisory
Illinois
$17K +$16.6K +220 New
PCP
635
Proficio Capital Partners
Massachusetts
$16K -$2.12K -28 -12%
BWM
636
Baystate Wealth Management
Massachusetts
$16K – – –
PCFFS
637
Pacific Center for Financial Services
California
$16K – – –
AWA
638
Acorn Wealth Advisors
Michigan
$16K +$15.4K +204 New
WAP
639
Wealthcare Advisory Partners
Pennsylvania
$15K -$2.95K -39 -17%
AWMS
640
Advocacy Wealth Management Services
Georgia
$14K -$7.34K -97 -34%
WPA
641
West Paces Advisors
Georgia
$13.6K -$3.03K -40 -18%
CCM
642
Cribstone Capital Management
Maine
$13K – – –
SGAM
643
Smith Group Asset Management
Texas
$13K – – –
MCM
644
Manchester Capital Management
Vermont
$11K – – –
AF
645
Advisornet Financial
Minnesota
$11K +$10.7K +142 New
DAM
646
Delta Asset Management
Tennessee
$10K – – –
PFSC
647
Peoples Financial Services Corp
Pennsylvania
$9K – – –
SWMG
648
Signature Wealth Management Group
Georgia
$9K +$8.47K +112 New
SWA
649
Sutton Wealth Advisors
Florida
$8.15K – – –
HIM
650
Hillsdale Investment Management
Ontario, Canada
$8K – – –
24 25
26
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