We are live on ! Find out more
ACN icon

Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1776
Cypress Wealth Services
California
$390K – – –
APW
1777
Austin Private Wealth
Texas
$389K +$358K +1,109 New
WDG
1778
Wealth Dimensions Group
Ohio
$387K -$65.8K -204 -16%
AFT
1779
Alpha Family Trust
California
$386K – – –
PWA
1780
Provenance Wealth Advisors
Florida
$386K – – –
RDWM
1781
Red Door Wealth Management
Tennessee
$385K -$3.87K -12 -1%
PWW
1782
Pettyjohn Wood & White
Virginia
$383K – – –
BAWM
1783
Bennett Associates Wealth Management
Pennsylvania
$381K +$350K +1,087 New
OL
1784
Optas LLC
Texas
$381K -$56.4K -175 -14%
KFP
1785
Keystone Financial Planning
Ohio
$381K – – –
JFA
1786
JNBA Financial Advisors
Minnesota
$380K -$4.19K -13 -1%
SPWM
1787
Spartan Planning & Wealth Management
North Carolina
$380K -$101K -313 -22%
AEPWM
1788
Atlantic Edge Private Wealth Management
Florida
$379K +$348K +1,080 New
TBC
1789
Ted Buchan & Co
California
$375K +$80.6K +250 +30%
FTIS
1790
First Trust Investment Solutions
Florida
$375K +$345K +1,070 New
MFT
1791
Moisand Fitzgerald Tamayo
Florida
$374K +$2.58K +8 +0.8%
BSB
1792
Bangor Savings Bank
Maine
$373K -$25.8K -80 -7%
RMAM
1793
Raab & Moskowitz Asset Management
New Jersey
$373K – – –
AFM
1794
Armstrong Fleming & Moore
District of Columbia
$372K -$18.1K -56 -5%
FNWA
1795
Financial Network Wealth Advisors
Utah
$372K +$341K +1,059 New
RFN
1796
RDA Financial Network
Iowa
$370K +$340K +1,055 New
HFM
1797
Harvest Fund Management
China
$369K -$48.7K -151 -13%
FFA
1798
Founders Financial Alliance
North Carolina
$368K -$33.2K -103 -9%
B
1799
Bellecapital
Switzerland
$368K -$2.9K -9 -0.9%
LA
1800
LVW Advisors
New York
$368K +$47.1K +146 +16%
70 71
72
73 74