We are live on ! Find out more
LNC icon

Lincoln National

Name Holding Trade Value Shares
Change
Change in
Stake
PFG
551
Piershale Financial Group
Illinois
$17K
VFA
552
Virtus Fund Advisers
Connecticut
$17K
BRWA
553
B. Riley Wealth Advisors
Florida
$17K +$16.5K +303 New
PI
554
PineBridge Investments
New York
$14K -$5.99K -110 -31%
JWA
555
JFS Wealth Advisors
Pennsylvania
$14K
TFO
556
Tarbox Family Office
California
$13K -$1.96K -36 -14%
GAM
557
Gemmer Asset Management
California
$13K
CFSG
558
Community Financial Services Group
Vermont
$12K +$10.9K +200 New
AP
559
Atwood & Palmer
Missouri
$11K
SC
560
Saturna Capital
Washington
$10K
WA
561
WealthTrust-Arizona
Arizona
$10K
EWM
562
Evercore Wealth Management
New York
$10K +$109 +2 +1%
KT
563
Kanaly Trust
Texas
$10K +$1.8K +33 +23%
RA
564
Rational Advisors
New York
$10K +$9.25K +170 New
OSAM
565
O'Shaughnessy Asset Management
Connecticut
$8K -$21.2K -390 -73%
DAM
566
Delta Asset Management
Tennessee
$8K
OC
567
Oakworth Capital
Alabama
$8K
QAM
568
QCI Asset Management
New York
$8K
VNA
569
Valley National Advisers
Pennsylvania
$8K +$8.33K +153 New
IPC
570
Independent Portfolio Consultants
Florida
$7K -$3.97K -73 -37%
PFSC
571
Peoples Financial Services Corp
Pennsylvania
$7K
CPIG
572
Chicago Partners Investment Group
Illinois
$7K +$6.26K +115 New
BPBT
573
Boston Private Bank & Trust
Massachusetts
$7K +$6.31K +116 New
HRIA
574
Haberer Registered Investment Advisor
Ohio
$6K
JAM
575
Jolley Asset Management
North Carolina
$6K