We are live on ! Find out more
ACN icon

Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
1576
Rock Creek Group
District of Columbia
$431K -$16.8K -46 -4%
AWC
1577
Abundance Wealth Counselors
Pennsylvania
$429K -$18.2K -50 -5%
TFF
1578
The Family Firm
Maryland
$429K – – –
SEEDPG
1579
S.E.E.D. Planning Group
New York
$428K -$24.8K -68 -6%
TIM
1580
Tortoise Investment Management
New York
$427K +$13.1K +36 +4%
OFS
1581
OneAscent Financial Services
Alabama
$425K -$248K -680 -40%
AP
1582
Adero Partners
California
$425K -$12.8K -35 -3%
9WM
1583
9258 Wealth Management
Ohio
$425K +$25.9K +71 +7%
RBC
1584
Roble Belko & Company
Pennsylvania
$424K -$35.4K -97 -9%
MFG
1585
Menard Financial Group
Texas
$423K -$65.2K -179 -15%
BAM
1586
Brave Asset Management
New Jersey
$421K -$5.47K -15 -1%
MW
1587
Marcum Wealth
Ohio
$420K -$23.3K -64 -6%
IAIM
1588
International Assets Investment Management
Florida
$419K +$55.4K +152 +18%
ED
1589
Exane Derivatives
France
$418K +$2.92K +8 +0.8%
KA
1590
KLCM Advisors
Wisconsin
$417K +$6.56K +18 +2%
KA
1591
Klingman & Associates
New York
$417K +$11.7K +32 +3%
OWA
1592
Opal Wealth Advisors
New York
$417K +$367K +1,007 New
RC
1593
RBF Capital
California
$415K – – –
SWM
1594
Salvus Wealth Management
New Jersey
$414K +$60.9K +167 +20%
WTFG
1595
Wells Trecaso Financial Group
Ohio
$413K – – –
T
1596
TCWP
Ohio
$411K +$362K +993 New
PPP
1597
Private Portfolio Partners
New Jersey
$410K – – –
BEAM
1598
Baker Ellis Asset Management
Washington
$410K – – –
CWP
1599
CFM Wealth Partners
Texas
$410K – – –
HHGA
1600
Halbert Hargrove Global Advisors
California
$410K +$25.9K +71 +8%
62 63
64
65 66