We are live on ! Find out more
ACN icon

Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1201
Sagewood Asset Management
New York
$444K +$119K +688 +24%
CWM
1202
Chesapeake Wealth Management
Virginia
$442K -$497K -2,862 -45%
XF
1203
XML Financial
Maryland
$441K +$225K +1,298 +58%
SFG
1204
Stonebridge Financial Group
California
$439K +$614K +3,535 New
BPCE
1205
Bank Pictet & Cie (Europe)
Germany
$438K +$27.3K +157 +5%
SA
1206
Sylvest Advisors
Texas
$438K +$51.7K +298 +9%
SRIM
1207
Saratoga Research & Investment Management
California
$438K -$22.6M -130,142 -97%
CD
1208
Chapin Davis
Maryland
$434K +$605K +3,486 New
ARC
1209
Advisor Resource Council
Texas
$433K +$53.8K +310 +11%
CFO
1210
Cambient Family Office
Michigan
$432K -$74.3K -428 -11%
OIS
1211
Okabena Investment Services
Minnesota
$430K -$1.56K -9 -0.3%
WW
1212
Winnow Wealth
Texas
$429K -$11.1K -64 -2%
BFC
1213
Blue Fin Capital
Rhode Island
$425K -$279K -1,609 -32%
ACP
1214
Argyle Capital Partners
California
$421K +$588K +3,386 New
CP
1215
Canopy Partners
Ohio
$421K +$30.2K +174 +5%
BA
1216
Ballast Advisors
Minnesota
$421K -$165K -953 -22%
GWM
1217
GDS Wealth Management
Texas
$420K +$36.8K +212 +7%
PCP
1218
Proficio Capital Partners
Massachusetts
$419K +$585K +3,371 New
FDP
1219
Financiere des Professionnels
Quebec, Canada
$419K +$73.4K +423 +14%
TFA
1220
Tranquilli Financial Advisor
New Jersey
$418K +$337K +1,939 +136%
CWP
1221
Cyndeo Wealth Partners
Florida
$417K -$158K -910 -21%
RWMH
1222
Riverpoint Wealth Management Holdings
Illinois
$416K – – –
AIM
1223
Avity Investment Management
Connecticut
$415K -$13.2M -75,955 -96%
WPW
1224
Waldron Private Wealth
Pennsylvania
$414K -$82.8K -477 -13%
SJL
1225
Shayne & Jacobs LLC
Tennessee
$414K -$5.21K -30 -0.9%
47 48
49
50 51