We are live on ! Find out more
ACN icon

Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
KPW
1726
Kore Private Wealth
New York
$312K -$758K -2,079 -73%
LA
1727
LVW Advisors
New York
$312K – – –
GHAM
1728
Gilman Hill Asset Management
Connecticut
$311K – – –
JCIA
1729
Jackson Creek Investment Advisors
Colorado
$311K +$274K +751 New
LL
1730
LPWM LLC
Minnesota
$310K – – –
CPC
1731
Consolidated Planning Corp
Georgia
$310K +$14.9K +41 +6%
KFP
1732
KMG Fiduciary Partners
Ohio
$309K -$9.48K -26 -3%
CC
1733
Courier Capital
New York
$309K – – –
KJHP
1734
K.J. Harrison & Partners
Ontario, Canada
$309K +$25.5K +70 +10%
EWA
1735
EverSource Wealth Advisors
Alabama
$308K +$271K +743 New
AWA
1736
Amplius Wealth Advisors
Pennsylvania
$308K +$272K +745 New
VWM
1737
Vigilare Wealth Management
Arizona
$307K – – –
AAM
1738
Arabesque Asset Management
United Kingdom
$307K +$27.7K +76 +11%
TFA
1739
Teamwork Financial Advisors
Texas
$306K +$269K +739 New
PIA
1740
Perennial Investment Advisors
California
$305K -$15.7K -43 -6%
IWM
1741
IHT Wealth Management
Illinois
$305K +$4.74K +13 +2%
HR
1742
Howe & Rusling
New York
$304K – – –
GFS
1743
GYL Financial Synergies
Connecticut
$304K +$17.9K +49 +7%
TL
1744
Tradewinds LLC
North Carolina
$304K +$316K +866 New
DTC
1745
Davidson Trust Company
Washington
$302K -$48.5K -133 -15%
LOPW
1746
Live Oak Private Wealth
North Carolina
$301K -$729 -2 -0.3%
CWM
1747
Campbell Wealth Management
Virginia
$301K – – –
MWC
1748
MKD Wealth Coaches
Michigan
$301K +$265K +726 New
WC
1749
Whitney & Co
New York
$299K – – –
ABLA
1750
Alan B. Lancz & Associates
Ohio
$298K +$262K +718 New
68 69
70
71 72