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Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
801
Lincoln National Corp
Pennsylvania
$226K +$221K +2,090 New
HHGA
802
Halbert Hargrove Global Advisors
California
$225K +$220K +2,077 New
JFGIW
803
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$224K -$26.9K -254 -11%
BFM
804
Boston Financial Management
Massachusetts
$224K – – –
NFG
805
Next Financial Group
Texas
$221K -$3.92K -37 -2%
EIA
806
Edgemoor Investment Advisors
Maryland
$221K – – –
ISL
807
Ingalls & Snyder LLC
New York
$221K – – –
APG
808
Abacus Planning Group
South Carolina
$221K +$9.21K +87 +4%
IC
809
Intersect Capital
California
$220K +$318 +3 +0.1%
HTC
810
Haverford Trust Company
Pennsylvania
$219K -$19.3K -182 -8%
SBSB
811
Sullivan, Bruyette, Speros & Blaney
Virginia
$219K -$1.91K -18 -0.9%
PFWA
812
Paces Ferry Wealth Advisors
Georgia
$218K -$1.38K -13 -0.6%
SSB
813
Sandy Spring Bank
Maryland
$217K -$20.6K -195 -9%
LCM
814
LVM Capital Management
Michigan
$217K – – –
BC
815
Bartlett & Co
Ohio
$217K +$212 +2 +0.1%
BCWM
816
Bartlett & Co Wealth Management
Ohio
$217K +$212 +2 +0.1%
GAG
817
GM Advisory Group
New York
$216K – – –
CPC
818
Consolidated Planning Corp
Georgia
$215K – – –
WP
819
WealthSource Partners
California
$214K – – –
CNB
820
Camden National Bank
Maine
$214K +$8.47K +80 +4%
CNC
821
Camden National Corporation
Maine
$214K +$210K +1,980 New
KIA
822
KCM Investment Advisors
California
$213K +$208K +1,966 New
BZWA
823
Blue Zone Wealth Advisors
California
$212K – – –
ESB
824
Essex Savings Bank
Connecticut
$212K – – –
HCM
825
Hutchinson Capital Management
California
$211K – – –
31 32
33
34 35