We are live on ! Find out more
ACN icon

Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
HP
1976
Hilltop Partners
Indiana
$228K -$41.7K -136 -15%
KFP
1977
KMG Fiduciary Partners
Ohio
$228K +$1.23K +4 +0.5%
DBRC
1978
D.B. Root & Company
Pennsylvania
$228K +$230K +751 New
SWM
1979
Scissortail Wealth Management
Oklahoma
$228K +$230K +751 New
CFG
1980
Cooper Financial Group
California
$228K +$613 +2 +0.3%
FA
1981
Fiducient Advisors
Illinois
$227K +$613 +2 +0.3%
MCWA
1982
Meadow Creek Wealth Advisors
Georgia
$227K +$9.8K +32 +4%
OC
1983
Oakworth Capital
Alabama
$226K +$5.51K +18 +2%
SFG
1984
Synergy Financial Group
California
$226K +$228K +745 New
GWM
1985
Gitterman Wealth Management
New Jersey
$226K +$228K +744 New
TRIA
1986
Trail Ridge Investment Advisors
Colorado
$225K +$17.2K +56 +8%
AWA
1987
Aletheian Wealth Advisors
Washington
$225K +$33.1K +108 +17%
EB
1988
Exchange Bank
California
$225K +$28.8K +94 +15%
SIAP
1989
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$225K – – –
S
1990
Sunpointe
Missouri
$225K +$11.3K +37 +5%
KA
1991
Kovack Advisors
Florida
$225K +$16.5K +54 +8%
ECAM
1992
East Coast Asset Management
Massachusetts
$224K – – –
FWM
1993
Fairhaven Wealth Management
Illinois
$224K +$13.2K +43 +6%
MBTD
1994
Mechanics Bank - Trust Department
California
$223K +$44.4K +145 +25%
EFP
1995
Elser Financial Planning
Indiana
$222K +$225K +733 New
VFG
1996
Victory Financial Group
Texas
$222K +$224K +732 New
CF
1997
Convergence Financial
Missouri
$221K +$223K +729 New
CCA
1998
Cottonwood Capital Advisors
Utah
$221K -$41.7K -136 -15%
RBC
1999
Roble Belko & Company
Pennsylvania
$221K – – –
CWP
2000
Concord Wealth Partners
Virginia
$221K -$13.2K -43 -6%
78 79
80
81 82