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Acco Brands

Name Holding Trade Value Shares
Change
Change in
Stake
HI
151
Harbour Investments
Wisconsin
$9K +$9.23K +1,072 New
TFO
152
Tarbox Family Office
California
$8K – – –
VFA
153
Valeo Financial Advisors
Indiana
$8K – – –
HPC
154
HM Payson & Co
Maine
$6K – – –
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$5K +$198 +23 +4%
PK
157
Pflug Koory
Nebraska
$4K – – –
Fidelity Investments
158
Fidelity Investments
Massachusetts
$4K +$1.03K +120 +30%
BAM
159
Bellevue Asset Management
Washington
$3K – – –
SFS
160
Sowell Financial Services
Arkansas
$3K +$2.53K +294 New
SWM
161
Spire Wealth Management
Virginia
$3K +$2.84K +330 New
BC
162
Bartlett & Co
Ohio
$2K – – –
EI
163
Ellevest Inc
New York
$2K – – –
MI
164
Markston International
New York
$2K – – –
WLPWM
165
Walled Lake Planning & Wealth Management
Illinois
$2K +$17 +2 +1%
TWA
166
TCI Wealth Advisors
Arizona
$2K +$1.84K +214 +856%
PMFA
167
Plante Moran Financial Advisors
Michigan
$2K +$2.31K +268 New
CT
168
Caldwell Trust
Florida
$1.78K +$1.82K +211 New
BCWM
169
Bartlett & Co Wealth Management
Ohio
$1.59K – – –
AWM
170
AllSquare Wealth Management
New York
$1K – – –
CFA
171
Carroll Financial Associates
North Carolina
$1K – – –
CAM
172
ClariVest Asset Management
California
$1K – – –
FF
173
FourThought Financial
Florida
$1K – – –
IWP
174
IAG Wealth Partners
Wisconsin
$1K – – –
NFG
175
Next Financial Group
Texas
$1K – – –