We are live on ! Find out more
ACN icon

Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
EHWM
1451
Eads & Heald Wealth Management
Georgia
$249K -$39.1K -225 -10%
BSI
1452
Bennett Selby Investments
Maine
$249K -$1.04K -6 -0.3%
KLWA
1453
Kelly Lawrence W & Associates
California
$249K +$330K +1,900 +1,900%
LCS
1454
Levin Capital Strategies
New York
$249K +$347K +2,000 New
BMWM
1455
Brown Miller Wealth Management
Virginia
$247K -$1.8M -10,357 -84%
PW
1456
PUREfi Wealth
Massachusetts
$246K -$51.4K -296 -13%
WA
1457
Wealth Architects
California
$246K +$15.1K +87 +5%
EWS
1458
Evergreen Wealth Solutions
Pennsylvania
$245K +$239K +1,375 New
BPW
1459
Bingham Private Wealth
California
$245K +$341K +1,967 New
PWG
1460
Portside Wealth Group
Utah
$245K -$1.41M -8,117 -81%
FMLI
1461
Fukoku Mutual Life Insurance
Japan
$245K – – –
TIA
1462
Tandem Investment Advisors
South Carolina
$245K -$186K -1,074 -35%
QWP
1463
Quotient Wealth Partners
Texas
$245K -$134K -772 -28%
SFP
1464
Shepherd Financial Partners
Massachusetts
$244K -$63.2K -364 -16%
DTC
1465
Davidson Trust Company
Washington
$242K -$128K -739 -28%
JG
1466
Jain Global
New York
$242K +$337K +1,944 New
PSP
1467
Principal Street Partners
Tennessee
$242K +$21.2K +122 +7%
GSC
1468
Ground Swell Capital
South Carolina
$242K +$337K +1,942 New
HWM
1469
Heirloom Wealth Management
Colorado
$241K – – –
SFG
1470
SNS Financial Group
Minnesota
$241K +$112K +643 +50%
CIC
1471
Chase Investment Counsel
Virginia
$239K +$6.08K +35 +2%
IPAM
1472
Investment Partners Asset Management
New Jersey
$239K -$694 -4 -0.2%
HBT
1473
Hills Bank & Trust
Iowa
$238K -$155K -893 -32%
FWI
1474
Facet Wealth Inc
Maryland
$238K +$16.1K +93 +5%
TF
1475
Tompkins Financial
New York
$237K -$352K -2,027 -52%
57 58
59
60 61