We are live on ! Find out more
ACN icon

Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1851
Tocqueville Asset Management
New York
$347K +$74.2K +210 +23%
FA
1852
Fermata Advisors
California
$346K -$148K -419 -27%
WA
1853
Wambolt & Associates
Colorado
$346K -$131K -370 -25%
CRWM
1854
Castle Rock Wealth Management
California
$345K +$3.18K +9 +0.8%
BSB
1855
Bangor Savings Bank
Maine
$344K – – –
AFT
1856
Alpha Family Trust
California
$343K – – –
FMTC
1857
Farmers & Merchants Trust Company
California
$343K -$27.5K -78 -7%
IF
1858
Intrua Financial
Texas
$342K -$26.8K -76 -6%
WP
1859
Westmount Partners
California
$342K +$35.3K +100 +10%
FOA
1860
Five Oceans Advisors
California
$341K -$1.06K -3 -0.3%
PAG
1861
Paladin Advisory Group
Iowa
$340K – – –
PWW
1862
Pettyjohn Wood & White
Virginia
$340K -$1.77K -5 -0.5%
KFP
1863
Keystone Financial Planning
Ohio
$338K – – –
SPW
1864
Sonoma Private Wealth
California
$338K +$383K +1,084 New
CFGW
1865
Chancellor Financial Group WB
Pennsylvania
$338K – – –
MWM
1866
MGB Wealth Management
Texas
$334K +$14.8K +42 +4%
TBC
1867
Ted Buchan & Co
California
$334K – – –
AIA
1868
AssuredPartners Investment Advisors
Florida
$332K +$8.83K +25 +2%
WMA
1869
West Michigan Advisors
Michigan
$332K -$161K -455 -30%
BHBT
1870
Burke & Herbert Bank & Trust
Virginia
$332K -$205K -580 -35%
USWIA
1871
UP Strategic Wealth Investment Advisors
Pennsylvania
$330K +$72K +204 +24%
PW
1872
Potentia Wealth
California
$327K – – –
MPM
1873
MBB Public Markets
Illinois
$326K +$369K +1,046 New
EBA
1874
Eagle Bay Advisors
New York
$326K -$2.83K -8 -0.8%
SGI
1875
Summit Global Investments
Utah
$326K -$1.66M -4,691 -82%
73 74
75
76 77