We are live on ! Find out more
ACN icon

Accenture
ACN

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
2126
VSM Wealth Advisory
Maryland
$73.5K -$7.11K -28 -9%
MS
2127
Monetary Solutions
Ohio
$72.7K +$68.8K +271 New
WIM
2128
Westside Investment Management
California
$71.6K +$2.79K +11 +4%
BAM
2129
Bellevue Asset Management
Washington
$70K – – –
LGWM
2130
Litman Gregory Wealth Management
California
$69.8K +$66.1K +260 New
CFD
2131
Creative Financial Designs
Indiana
$69.5K +$254 +1 +0.4%
GA
2132
GoalVest Advisory
New York
$69.2K +$11.9K +47 +22%
AWM
2133
Activest Wealth Management
Florida
$69.2K +$26.9K +106 +70%
CTWM
2134
Cherry Tree Wealth Management
Minnesota
$67.7K +$57.2K +225 +804%
PWA
2135
Provenance Wealth Advisors
Florida
$67.1K -$508K -2,000 -89%
WWA
2136
Wealth Watch Advisors
Colorado
$67.1K +$9.15K +36 +17%
KAS
2137
Kemnay Advisory Services
New York
$66.3K +$62.8K +247 New
OAJ
2138
Ogorek Anthony Joseph
New York
$66K – – –
EPIME
2139
Evelyn Partners Investment Management (Europe)
$65.7K – – –
PCFFS
2140
Pacific Center for Financial Services
California
$65.6K – – –
AAG
2141
Armstrong Advisory Group
Massachusetts
$65.5K – – –
RWM
2142
Rialto Wealth Management
New York
$65.5K +$762 +3 +1%
BIA
2143
Bell Investment Advisors
California
$65.2K +$26.7K +105 +76%
KA
2144
Kozak & Associates
Colorado
$64.6K – – –
BIM
2145
Breakwater Investment Management
Washington
$63.3K +$508 +2 +0.9%
CNBTD
2146
Citizens National Bank Trust Department
Mississippi
$60.4K – – –
NFSG
2147
Newbridge Financial Services Group
Florida
$59.2K -$67.8K -267 -55%
FP
2148
Financial Perspectives
Minnesota
$56.3K -$3.05K -12 -5%
GCM
2149
Gunpowder Capital Management
Maryland
$56.1K +$53.1K +209 New
UFPG
2150
United Financial Planning Group
New York
$55.5K +$9.91K +39 +23%
84 85
86
87 88