ACN icon

Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
KPW
1276
Kore Private Wealth
New York
$239K +$22.9K +119 +9%
FIM
1277
Frontier Investment Management
Texas
$237K -$65.3K -339 -19%
PG
1278
Patten Group
Tennessee
$237K -$19.3K -100 -6%
GIP
1279
Greatmark Investment Partners
Georgia
$236K +$16.4K +85 +6%
ECAM
1280
East Coast Asset Management
Massachusetts
$233K – – –
OIA
1281
OneDigital Investment Advisors
Kansas
$233K +$38.5K +200 +16%
FWCM
1282
Ferguson Wellman Capital Management
Oregon
$232K -$495K -2,568 -64%
AWM
1283
Altavista Wealth Management
North Carolina
$232K +$32.7K +170 +14%
CMO
1284
Covenant Multifamily Offices
Texas
$231K -$3.67M -19,038 -93%
PGA
1285
Portland Global Advisors
Maine
$231K -$36K -187 -12%
ATIA
1286
American Trust Investment Advisors
New Hampshire
$231K – – –
PWM
1287
Perigon Wealth Management
California
$230K +$249K +1,294 New
ZB
1288
Zions Bancorporation
Utah
$227K -$85.5K -444 -24%
OL
1289
Optas LLC
Texas
$227K +$268K +1,393 New
IWP
1290
Insight Wealth Partners
Texas
$226K – – –
TA
1291
Trellis Advisors
Washington
$224K -$24.5K -127 -8%
PWA
1292
Providence Wealth Advisors
Illinois
$223K – – –
FFWA
1293
FRG Family Wealth Advisors
Washington
$223K +$9.63K +50 +4%
RWM
1294
Ritholtz Wealth Management
New York
$223K +$263K +1,367 New
BCM
1295
Beck Capital Management
Texas
$222K – – –
AFAS
1296
Acorn Financial Advisory Services
Virginia
$221K +$261K +1,355 New
BL
1297
Balentine LLC
Georgia
$220K -$58K -301 -18%
AAMA
1298
Advanced Asset Management Advisors
Ohio
$220K – – –
KS
1299
Karpas Strategies
Connecticut
$220K – – –
WEC
1300
Winslow Evans & Crocker
Massachusetts
$220K +$35.8K +186 +16%
50 51
52
53 54