We are live on ! Find out more
ACN icon

Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
PV
1051
Private Vista
Illinois
$249K +$257K +1,624 New
TFF
1052
The Family Firm
Maryland
$248K -$41.7K -263 -14%
NPA
1053
Nichols & Pratt Advisers
Massachusetts
$248K – – –
CWM
1054
Circle Wealth Management
New Jersey
$247K -$2.22K -14 -0.9%
PG
1055
Patten Group
Tennessee
$247K – – –
CCIA
1056
Campbell & Co Investment Adviser
Maryland
$246K +$253K +1,600 New
WA
1057
WBH Advisory
Maryland
$246K +$255K +1,608 New
SMFS
1058
Squar Milner Financial Services
California
$245K -$8.08K -51 -3%
NIMC
1059
NWQ Investment Management Company
California
$245K -$951 -6 -0.4%
IAA
1060
Independent Advisor Alliance
North Carolina
$242K +$5.86K +37 +2%
BEAM
1061
Baker Ellis Asset Management
Washington
$239K – – –
FSA
1062
Franklin Street Advisors
North Carolina
$238K -$11.9K -75 -5%
STMM
1063
South Texas Money Management
Texas
$237K – – –
PAM
1064
Peak Asset Management
Colorado
$236K -$31.7K -200 -12%
IWC
1065
Integrated Wealth Concepts
Massachusetts
$236K +$24.1K +152 +11%
CIA
1066
Capital Investment Advisors
Georgia
$236K +$35.8K +226 +17%
SWA
1067
SFMG Wealth Advisors
Texas
$234K -$23K -145 -9%
BOTW
1068
Bank of the West
California
$233K -$14.4K -91 -6%
CA
1069
Calton & Associates
Florida
$233K +$34.5K +218 +17%
MPAM
1070
Murphy Pohlad Asset Management
Minnesota
$230K -$7.13K -45 -3%
SIM
1071
SSI Investment Management
California
$230K -$3.48K -22 -1%
BMO
1072
Beck Mack & Oliver
New York
$230K – – –
MMG
1073
Monetary Management Group
Missouri
$230K – – –
LCOV
1074
London Company of Virginia
Virginia
$227K +$3.8K +24 +2%
RA
1075
Rational Advisors
New York
$227K +$12.2K +77 +6%
41 42
43
44 45