We are live on ! Find out more
ACN icon

Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1576
Clarus Group
Texas
$307K – – –
WCWM
1577
Willow Creek Wealth Management
California
$307K – – –
C
1578
CEDRUS
Colorado
$307K -$867 -3 -0.3%
AAS
1579
Annex Advisory Services
Wisconsin
$306K +$289 +1 +0.1%
TIM
1580
Tortoise Investment Management
New York
$306K +$22.3K +77 +7%
HH
1581
Hilltop Holdings
Texas
$305K +$81.5K +282 +31%
SPI
1582
Santori & Peters Inc
Pennsylvania
$302K – – –
VAG
1583
VisionPoint Advisory Group
Texas
$302K +$22.3K +77 +7%
IDA
1584
Intelligence Driven Advisers
California
$301K -$177K -611 -35%
EF
1585
Empirical Finance
Pennsylvania
$300K – – –
PCA
1586
Pallas Capital Advisors
Massachusetts
$299K +$6.07K +21 +2%
GFP
1587
Gryphon Financial Partners
Ohio
$299K +$77.2K +267 +30%
SMA
1588
Sage Mountain Advisors
Georgia
$298K -$34.1K -118 -9%
CIM
1589
Contravisory Investment Management
Massachusetts
$298K -$14.4K -50 -4%
NWA
1590
New World Advisors
Massachusetts
$298K +$53.2K +184 +19%
CWM
1591
Curi Wealth Management
North Carolina
$298K +$149K +515 +80%
PJSIMP
1592
P.J. Schmidt Investment Management (PJS)
Wisconsin
$296K -$66.5K -230 -17%
MCC
1593
Money Concepts Capital
Florida
$296K +$93.1K +322 +39%
GCA
1594
Gradient Capital Advisors
California
$296K +$332K +1,150 New
SIM
1595
SSI Investment Management
California
$295K – – –
EWM
1596
Endowment Wealth Management
Wisconsin
$295K +$42.2K +146 +15%
PFSC
1597
Peoples Financial Services Corp
Pennsylvania
$293K – – –
NIM
1598
NuWave Investment Management
New Jersey
$290K -$22.8K -79 -7%
SC
1599
Sepio Capital
Utah
$290K +$39K +135 +14%
EWM
1600
Elite Wealth Management
Washington
$289K – – –
62 63
64
65 66