We are live on ! Find out more
LNC icon

Lincoln National

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
401
AssetMark Inc
California
$254K +$34.3K +888 +16%
BFM
402
Boothbay Fund Management
New York
$252K +$241K +6,243 New
SCM
403
Shelton Capital Management
Colorado
$251K
PL
404
Plancorp LLC
Missouri
$244K -$86.5K -2,237 -27%
PCMC
405
Paragon Capital Management (Colorado)
Colorado
$243K -$11.4K -294 -5%
WF
406
Welch & Forbes
Massachusetts
$242K
PI
407
PFG Investments
New York
$242K -$2.48K -64 -1%
AF
408
Allworth Financial
California
$238K +$735 +19 +0.3%
AWG
409
Altus Wealth Group
Colorado
$237K -$6.42K -166 -3%
IPW
410
Impact Partnership Wealth
Georgia
$237K +$227K +5,872 New
SSWM
411
Smith Salley Wealth Management
North Carolina
$237K -$61.9K -1,600 -21%
LNWWM
412
Laird Norton Wetherby Wealth Management
California
$235K -$2.48K -64 -1%
AWA
413
Aaron Wealth Advisors
Illinois
$233K +$223K +5,777 New
LIM
414
Leavell Investment Management
Alabama
$228K -$23.4K -606 -10%
FTWA
415
Fifth Third Wealth Advisors
Ohio
$228K -$5.99K -155 -3%
AC
416
AlphaCore Capital
California
$228K +$218K +5,646 New
FG
417
Fiduciary Group
Georgia
$227K +$218K +5,630 New
NSIM
418
North Star Investment Management
Illinois
$226K
AFP
419
Ausdal Financial Partners
Iowa
$225K +$216K +5,582 New
AWM
420
Apollon Wealth Management
South Carolina
$223K -$17.2K -444 -7%
RA
421
RFG Advisory
Alabama
$223K +$213K +5,518 New
JFGLC
422
Johnson Financial Group LLC (Colorado)
Colorado
$222K +$213K +5,515 New
MSAM
423
Moloney Securities Asset Management
Missouri
$222K +$213K +5,505 New
EH
424
Equitable Holdings
New York
$221K +$212K +5,484 New
VT
425
Vise Technologies
New York
$221K +$212K +5,473 New