ACN icon

Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1651
Bullock Wealth Management
Indiana
$278K +$16.1K +69 +5%
PG
1652
Patten Group
Tennessee
$278K -$108K -463 -25%
BWA
1653
Basecamp Wealth Advisors
Washington
$277K +$13.7K +59 +4%
RG
1654
Renaissance Group
Kentucky
$277K +$326K +1,399 New
VBCG
1655
Valley Brook Capital Group
Pennsylvania
$277K – – –
MSFS
1656
Main Street Financial Solutions
Pennsylvania
$276K -$29.4K -126 -8%
CPWA
1657
Cerro Pacific Wealth Advisors
California
$276K -$109K -468 -25%
WAG
1658
Winthrop Advisory Group
Massachusetts
$275K -$18.2K -78 -5%
HNWA
1659
Henrickson Nauta Wealth Advisors
Michigan
$275K -$198K -848 -38%
CPWM
1660
Cypress Point Wealth Management
Texas
$273K +$321K +1,379 New
MA
1661
MONECO Advisors
Connecticut
$273K -$29.1K -125 -8%
CFG
1662
Certior Financial Group
Pennsylvania
$273K +$20K +86 +7%
WGAM
1663
Wilkinson Global Asset Management
New York
$273K -$41.5M -177,963 -99%
CM
1664
Capula Management
Cayman Islands
$272K -$159K -682 -33%
SFC
1665
SYM Financial Corp
Indiana
$271K -$175K -749 -35%
PPW
1666
Parcion Private Wealth
Washington
$271K -$644K -2,764 -67%
GPA
1667
Guerra Pan Advisors
New Jersey
$271K – – –
SI
1668
Seeds Investor
New York
$270K -$51.3K -220 -13%
SWA
1669
Strategies Wealth Advisors
Michigan
$270K -$17.7K -76 -5%
KA
1670
KLCM Advisors
Wisconsin
$270K +$91.6K +393 +41%
SIC
1671
Sigma Investment Counselors
Michigan
$270K -$25.6K -110 -7%
CIS
1672
Custom Index Systems
New York
$269K -$5.59K -24 -2%
HWP
1673
Hibernia Wealth Partners
Louisiana
$269K +$13.5K +58 +4%
BB
1674
Bell Bank
North Dakota
$268K -$23.3K -100 -7%
WBG
1675
Wharton Business Group
Pennsylvania
$268K – – –
65 66
67
68 69