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Lincoln National

Name Holding Trade Value Shares
Change
Change in
Stake
MassMutual Private Wealth & Trust
626
MassMutual Private Wealth & Trust
Connecticut
$6K +$3.35K +49 +100%
JWA
627
JFS Wealth Advisors
Pennsylvania
$6K +$3.9K +57 +168%
WTA
628
Washington Trust Advisors
Massachusetts
$5K – – –
ACM
629
Antonetti Capital Management
Florida
$4K – – –
VCM
630
Versant Capital Management
Arizona
$4K – – –
MCF Advisors
631
MCF Advisors
Kentucky
$4K +$4.03K +59 New
GW&K Investment Management
632
GW&K Investment Management
Massachusetts
$4K +$4.1K +60 New
RWM
633
Raffa Wealth Management
District of Columbia
$3.07K – – –
CHA
634
Carmichael Hill & Associates
Maryland
$3K – – –
MAM
635
McCarthy Asset Management
California
$3K – – –
PGAM
636
Princeton Global Asset Management
New Jersey
$3K – – –
BWM
637
BerganKDV Wealth Management
Minnesota
$3K +$68 +1 +2%
CI
638
Cordant Inc
Oregon
$3K +$2.73K +40 New
SC
639
Schubert & Co
Texas
$2K +$137 +2 +9%
DI
640
Disciplined Investments
Oklahoma
$2K +$1.78K +26 New
GFPC
641
Global Financial Private Client
Florida
$1.64K – – –
FFA
642
Freedman Financial Associates
Massachusetts
$1K – – –
PWMG
643
Prestige Wealth Management Group
New Jersey
$1K – – –
RG
644
Retirement Group
California
$1K – – –
SFA
645
Semmax Financial Advisors
North Carolina
$1K – – –
YAL
646
Your Advocates Ltd
Texas
$1K – – –
ONST
647
Old North State Trust
North Carolina
$329 -$350K -5,128 -100%
WestEnd Advisors
648
WestEnd Advisors
North Carolina
$130 -$137 -2 Closed
Arrowstreet Capital
649
Arrowstreet Capital
Massachusetts
– -$100M -1,467,092 Closed
Fidelity International
650
Fidelity International
Bermuda
– -$25.5M -373,135 Closed