We are live on ! Find out more
ACN icon

Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
876
Boston Financial Management
Massachusetts
$864K +$24K +153 +3%
FG
877
Fiduciary Group
Georgia
$864K +$38.5K +245 +5%
LNC
878
Lincoln National Corp
Pennsylvania
$858K +$161K +1,024 +27%
PW
879
Price Wealth
Texas
$857K – – –
RG
880
Rikoon Group
New Mexico
$856K +$19.6K +125 +3%
AAS
881
Avantax Advisory Services
Texas
$856K +$245K +1,560 +47%
BFO
882
Boston Family Office
Massachusetts
$851K -$3.14K -20 -0.4%
FC
883
Fulcrum Capital
Washington
$850K – – –
WI
884
Wintrust Investments
Illinois
$843K +$440K +2,799 +138%
MWM
885
Mission Wealth Management
California
$841K +$61.6K +392 +9%
OC
886
Oarsman Capital
Wisconsin
$840K -$1.57K -10 -0.2%
FFA
887
First Foundation Advisors
California
$833K +$1.89K +12 +0.3%
SAM
888
Shamrock Asset Management
Texas
$832K -$1.73K -11 -0.2%
HJIM
889
Henry James International Management
New York
$832K – – –
NI
890
Nuance Investments
Missouri
$817K +$172K +1,096 +31%
APP
891
Avantax Planning Partners
Iowa
$811K +$196K +1,245 +37%
ACM
892
Advisors Capital Management
New Jersey
$807K +$85.3K +543 +13%
GJCM
893
Grand Jean Capital Management
California
$802K -$61K -388 -8%
LBC
894
Lowe Brockenbrough & Co
Virginia
$800K -$97.9K -623 -12%
LG
895
Leuthold Group
Minnesota
$796K -$40.7K -259 -5%
V
896
VeraBank
Texas
$793K +$62.9K +400 +10%
FAM
897
Fred Alger Management
New York
$792K -$39.3K -250 -5%
AIC
898
Archer Investment Corporation
Indiana
$792K -$15.7K -100 -2%
GT
899
Glenview Trust
Kentucky
$788K -$32.2K -205 -4%
NSIM
900
North Star Investment Management
Illinois
$786K -$15.7K -100 -2%
34 35
36
37 38