Vault-13

ACCO BRANDS CORP ACCO

COM · Common Stock · CUSIP 00081T108

198 institutional holders +3 vs Q1 2026
75,197,95875.2m shares reported held*
81.5% of all shares outstanding*
$314.1mreported value*
28 new 84 added 50 reduced 25 sold out net bought ≈ $2.3m (+574.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.9m this quarter). Holder counts are more reliable. Shares outstanding: 92.3m as of 2026-07-24, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $4.18. Options: 2 managers hold calls ($16.2k notional), 2 hold puts ($23.7k).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 203Q4 22: 210Q1 23: 209Q2 23: 217Q3 23: 217Q4 23: 223Q1 24: 230Q2 24: 226Q3 24: 229Q4 24: 233Q1 25: 223Q2 25: 200Q3 25: 192Q4 25: 205Q1 26: 195Q2 26: 198198Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022203
Q4 2022210
Q1 2023209
Q2 2023217
Q3 2023217
Q4 2023223
Q1 2024230
Q2 2024226
Q3 2024229
Q4 2024233
Q1 2025223
Q2 2025200
Q3 2025192
Q4 2025205
Q1 2026195
Q2 2026198

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 24: 96 bought or addedQ3 24: 104 cut or sold outQ4 24: 101 bought or addedQ4 24: 92 cut or sold outQ4 24Q1 25: 100 bought or addedQ1 25: 110 cut or sold outQ2 25: 90 bought or addedQ2 25: 110 cut or sold outQ2 25Q3 25: 90 bought or addedQ3 25: 88 cut or sold outQ4 25: 75 bought or addedQ4 25: 101 cut or sold outQ4 25Q1 26: 80 bought or addedQ1 26: 102 cut or sold outQ2 26: 112 bought or addedQ2 26: 75 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202496104
Q4 202410192
Q1 2025100110
Q2 202590110
Q3 20259088
Q4 202575101
Q1 202680102
Q2 202611275

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$10m$20m$30mQ3 25 calls: $2.0kQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $25.0kQ4 25 puts: $29.3mQ4 25P/C 1173.33Q1 26 calls: $3.3kQ1 26 puts: $312.6kQ1 26P/C 94.73Q2 26 calls: $16.2kQ2 26 puts: $23.7kQ2 26P/C 1.46
Numbers
QuarterCallsPutsP/C
Q3 2025$2.0k$00.00
Q4 2025$25.0k$29.3m1173.33
Q1 2026$3.3k$312.6k94.73
Q2 2026$16.2k$23.7k1.46

Biggest buyers

BlackRock, Inc. Added +1,320,664+1.3m
Assenagon Asset Management S.A. Added +734,933+734.9k
SEGALL BRYANT & HAMILL, LLC New +382,226+382.2k
PRUDENTIAL FINANCIAL INC Added +378,784+378.8k
MORGAN STANLEY Added +372,179+372.2k
Creative Planning Added +350,542+350.5k
TWO SIGMA INVESTMENTS, LP Added +339,152+339.2k
Squarepoint Ops LLC New +282,892+282.9k
STATE STREET CORP Added +270,681+270.7k
ACADIAN ASSET MANAGEMENT LLC New +223,690+223.7k

Biggest sellers

First Eagle Investment Management, LLC Sold out -831,369-831.4k
Allspring Global Investments Holdings, LLC Reduced -701,474-701.5k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Reduced -670,657-670.7k
AMERICAN CENTURY COMPANIES INC Reduced -643,890-643.9k
READYSTATE ASSET MANAGEMENT LP Reduced -468,326-468.3k
CSM Advisors, LLC Reduced -447,870-447.9k
AQR CAPITAL MANAGEMENT LLC Reduced -419,498-419.5k
GOLDMAN SACHS GROUP INC Reduced -362,336-362.3k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Sold out -288,558-288.6k
Qube Research & Technologies Ltd Reduced -183,856-183.9k

Biggest calls

GROUP ONE TRADING LLC Added $15.4k3.7k shares
SIMPLEX TRADING, LLC New $832200 shares

Biggest puts

GROUP ONE TRADING LLC New $20.8k5.0k shares
SIMPLEX TRADING, LLC New $2.9k700 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
CAPITAL MANAGEMENT CORP /VA 13G · institution +1.5 pts · filed 2026-04-02 7.6% +1.5 pts 7.0m≈ $29.0m 2026-04-02
Allspring Global Investments Holdings, LLC 13G · institution -1.1 pts · filed 2026-10-07 7.0% -1.1 pts 6.5m≈ $26.9m 2026-10-07

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26), DIMENSIONAL FUND ADVISORS LP (4.8%, 2026-01-21)

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 1 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 1 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20251$19.6k0——
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——
Q2 20260—1$230.0k—
Q3 20260—0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-05-28 Jones Angela Y SVP, Global Chief People Offic Sold 57,217 $4.02 $230.0k57.2k shares -76%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 8,874,6738.9m $36.9m $36.9m 0.00% Added +1.3m +1,320,664
2 CAPITAL MANAGEMENT CORP /VA 4.42% of their portfolio GLEN ALLEN, VA 7,086,2297.1m $29.5m $29.5m 4.42% Added +103.9k +103,946
3 Allspring Global Investments Holdings, LLC 0.05% of their portfolio CHARLOTTE, NC 7,015,9277.0m $30.5m $30.5m 0.05% Reduced -701.5k -701,474
4 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 4,371,3174.4m $18.2m $18.2m 0.00% Reduced -65.0k -64,969
5 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 3,918,0743.9m $16.3m $16.3m 0.00% Added +4.2k +4,235
6 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 2,962,3813.0m $12.3m $12.3m 0.01% Reduced -643.9k -643,890
7 LSV ASSET MANAGEMENT 0.02% of their portfolio CHICAGO, IL 2,897,5002.9m $12.1m $12.1m 0.02% Reduced -45.5k -45,500
8 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 2,739,2142.7m $11.4m $11.4m 0.00% Reduced -362.3k -362,336
9 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 2,438,2592.4m $10.1m $10.1m 0.00% Added +202.2k +202,170
10 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 2,254,4322.3m $9.4m $9.4m 0.00% Added +270.7k +270,681
11 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 2,224,1882.2m $9.3m $9.3m 0.00% Reduced -670.7k -670,657
12 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 1,988,6762.0m $8.3m $8.3m 0.00% Reduced -419.5k -419,498
13 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 1,774,0881.8m $7.4m $7.4m 0.01% Added +339.2k +339,152
14 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 1,498,3831.5m $6.2m $6.2m 0.00% Added +149.3k +149,253
15 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 1,473,7041.5m $6.1m $6.1m 0.00% Reduced -92.2k -92,201
16 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,138,3531.1m $4.7m $4.7m 0.00% Added +372.2k +372,179
17 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,031,4761.0m $4.3m $4.3m 0.00% Added +52.7k +52,682
18 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 980,476980.5k $4.1m $4.1m 0.00% Added +28.5k +28,460
19 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 957,935957.9k $4.0m $4.0m 0.01% Added +63.1k +63,114
20 READYSTATE ASSET MANAGEMENT LP 0.16% of their portfolio CHICAGO, IL 946,251946.3k $3.9m $3.9m 0.16% Reduced -468.3k -468,326
21 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 942,532942.5k $3.9m $3.9m 0.00% Added +378.8k +378,784
22 Assenagon Asset Management S.A. 0.00% of their portfolio SENNINGERBERG, N4 928,112928.1k $3.9m $3.9m 0.00% Added +734.9k +734,933
23 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.06% of their portfolio HOUSTON, TX 862,434862.4k $3.6m $3.6m 0.06% Added +27.4k +27,432
24 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 816,073816.1k $3.4m $3.4m 0.00% Added +79.8k +79,820
25 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 711,362711.4k $3.0m $3.0m 0.00% Added +100.6k +100,641
26 CSM Advisors, LLC 0.06% of their portfolio WARRENDALE, PA 666,656666.7k $2.8m $2.8m 0.06% Reduced -447.9k -447,870
27 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 608,002608.0k $2.5m $2.5m 0.00% Added +41.7k +41,659
28 Empowered Funds, LLC 0.01% of their portfolio NEWTOWN SQUARE, PA 550,371550.4k $2.3m $2.3m 0.01% Added +27.1k +27,117
29 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 526,491526.5k $2.2m $2.2m 0.00% Added +4.1k +4,140
30 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 465,800465.8k $1.9m $1.9m 0.00% Added +41.1k +41,067
31 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 454,108454.1k $1.9m $1.9m 0.00% Added +350.5k +350,542
32 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 443,994444.0k $1.8m $1.8m 0.00% Added +1.3k +1,329
33 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 437,524437.5k $1.8m $1.8m 0.00% Added +18.3k +18,304
34 Robeco Institutional Asset Management B.V. 0.00% of their portfolio ROTTERDAM, P7 418,745418.7k $1.7m $1.7m 0.00% Reduced -115.3k -115,332
35 Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio FRANKFURT AM MAIN, 2M 400,800400.8k $1.7m $1.7m 0.00% Added +47.9k +47,900
36 SEGALL BRYANT & HAMILL, LLC 0.02% of their portfolio CHICAGO, IL 382,226382.2k $1.6m $1.6m 0.02% New
37 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 366,806366.8k $1.6m $1.6m 0.00% Added +117.1k +117,141
38 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 365,283365.3k $1.5m $1.5m 0.00% Added +191.2k +191,190
39 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 356,566356.6k $1.5m $1.5m 0.00% Added +30.9k +30,866
40 UBS Group AG 0.00% of their portfolio ZURICH, V8 337,565337.6k $1.4m $1.4m 0.00% Reduced -81.5k -81,531
41 North Star Investment Management Corp. 0.07% of their portfolio CHICAGO, IL 308,825308.8k $1.3m $1.3m 0.07% Reduced -106.5k -106,500
42 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 282,892282.9k $1.2m $1.2m 0.00% New
43 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 268,693268.7k $1.1m $1.1m 0.00% Added +46.9k +46,892
44 Pacific Ridge Capital Partners, LLC 0.19% of their portfolio LAKE OSWEGO, OR 248,314248.3k $1.0m $1.0m 0.19% Reduced -2.9k -2,857
45 ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio Boston, MA 223,690223.7k $928.0k $928.0k 0.00% New
46 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 202,709202.7k $843.3k $843.3k 0.00% Reduced -7.0k -6,957
47 Indivisible Partners 0.04% of their portfolio CLEARWATER, FL 170,981171.0k $711.3k $711.3k 0.04% Added +7.7k +7,678
48 Advyzon Investment Management, LLC 0.05% of their portfolio LISLE, IL 163,995164.0k $682.2k $682.2k 0.05% Added +8.6k +8,637
49 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 156,643156.6k $651.6k $651.6k 0.00% Reduced -55.9k -55,899
50 NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.00% of their portfolio PHILADELPHIA, PA 146,000146.0k $607.0k $607.0k 0.00% Unchanged
51 FEDERATED HERMES, INC. 0.00% of their portfolio PITTSBURGH, PA 136,664136.7k $568.5k $568.5k 0.00% Added +2.7k +2,724
52 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 125,158125.2k $521.0k $521.0k 0.00% Added +19.1k +19,097
53 Aquatic Capital Management LLC 0.02% of their portfolio CHICAGO, IL 124,646124.6k $518.5k $518.5k 0.02% Added +63.3k +63,340
54 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 119,126119.1k $495.6k $495.6k 0.00% Added +22.1k +22,105
55 ARISTEIA CAPITAL, L.L.C. 0.01% of their portfolio GREENWICH, CT 118,725118.7k $493.9k $493.9k 0.01% New
56 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 116,130116.1k $483.1k $483.1k 0.00% Added +100 +100
57 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 116,126116.1k $483.1k $483.1k 0.00% Added +43.9k +43,865
58 PRELUDE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio NEW YORK, NY 111,401111.4k $463.4k $463.4k 0.03% Added +23.0k +23,001
59 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 104,165104.2k $433.3k $433.3k 0.00% Reduced -183.9k -183,856
60 GAMCO INVESTORS, INC. ET AL 0.00% of their portfolio GREENWICH, CT 100,047100.0k $416.2k $416.2k 0.00% Reduced -50.0k -50,000
61 Mork Capital Management, LLC 0.27% of their portfolio HEALDSBURG, CA 100,000100.0k $416.0k $416.0k 0.27% Unchanged
62 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio TALLAHASSEE, FL 96,36896.4k $400.9k $400.9k 0.00% Added +42.2k +42,177
63 MACKENZIE FINANCIAL CORP 0.00% of their portfolio TORONTO ONTARIO, A6 94,32394.3k $392.4k $392.4k 0.00% Added +47.8k +47,794
64 KLP KAPITALFORVALTNING AS 0.00% of their portfolio OSLO, Q8 91,50091.5k $380.6k $380.6k 0.00% Unchanged
65 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 89,98490.0k $374.3k $374.3k 0.00% Added +20.4k +20,415
66 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 88,50088.5k $368.2k $368.2k 0.00% Reduced -37.6k -37,600
67 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 84,19384.2k $350.2k $350.2k 0.00% Reduced -34.0k -34,011
68 WINTON GROUP Ltd 0.01% of their portfolio LONDON, X0 79,67679.7k $331.5k $331.5k 0.01% New
69 Abacus Wealth Partners, LLC 0.03% of their portfolio SANTA MONICA, CA 77,88177.9k $324.0k $324.0k 0.03% Added +66.6k +66,614
70 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 75,88275.9k $315.7k $315.7k 0.00% Reduced -905 -905
71 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 73,78773.8k $307.0k $307.0k 0.00% Reduced -79.5k -79,480
72 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 71,58671.6k $214.8k $214.8k 0.00% Added +16.9k +16,860
73 EASTERLY INVESTMENT PARTNERS LLC 0.01% of their portfolio BEVERLY, MA 70,40070.4k $292.9k $292.9k 0.01% Unchanged
74 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 69,30969.3k $288.3k $288.3k 0.00% Added +37.0k +36,953
75 Cambria Investment Management, L.P. 0.01% of their portfolio Manhattan Beach, CA 67,31367.3k $280.0k $280.0k 0.01% Reduced -2.6k -2,593
76 GSA CAPITAL PARTNERS LLP 0.02% of their portfolio LONDON, X0 65,53965.5k $273.0k $273.0k 0.02% Reduced -76.3k -76,300
77 Dynamic Technology Lab Private Ltd 0.06% of their portfolio SINGAPORE, U0 65,30865.3k $272.0k $272.0k 0.06% Reduced -1.3k -1,280
78 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 62,46162.5k $259.8k $259.8k 0.00% Added +24.5k +24,539
79 Vident Advisory, LLC 0.00% of their portfolio Alpharetta, GA 62,21162.2k $258.8k $258.8k 0.00% Added +82 +82
80 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 56,57356.6k $235.3k $235.3k 0.00% Added +51.9k +51,948
81 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 49,87849.9k $207.5k $207.5k 0.00% Added +9.9k +9,934
82 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 49,73449.7k $206.9k $206.9k 0.00% Added +10.2k +10,201
83 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 49,25149.3k $204.9k $204.9k 0.00% Reduced -70.7k -70,662
84 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 45,01045.0k $174.6k $174.6k 0.00% Reduced -792 -792
85 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 44,64944.6k $185.7k $185.7k 0.00% Added +24.5k +24,485
86 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 43,81243.8k $182.3k $182.3k 0.00% New
87 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 42,43842.4k $176.5k $176.5k 0.00% Added +859 +859
88 INGALLS & SNYDER LLC 0.00% of their portfolio NEW YORK, NY 38,52438.5k $160.0k $160.0k 0.00% Reduced -7.7k -7,746
89 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 37,60637.6k $156.4k $156.4k 0.00% Added +2.4k +2,375
90 Mariner, LLC 0.00% of their portfolio Overland Park, KS 36,66336.7k $152.5k $152.5k 0.00% Added +232 +232
91 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 33,28633.3k $138.0k $138.0k 0.00% Added +16.6k +16,643
92 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 31,80031.8k $132.3k $132.3k 0.00% Reduced -35.3k -35,300
93 FIDELIS CAPITAL PARTNERS, LLC 0.01% of their portfolio TAMPA, FL 31,40131.4k $130.6k $130.6k 0.01% New
94 Graham Capital Management, L.P. 0.00% of their portfolio ROWAYTON, CT 30,88830.9k $128.5k $128.5k 0.00% New
95 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 30,20530.2k $125.7k $125.7k 0.00% Added +11.3k +11,256
96 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 29,87429.9k $124.3k $124.3k 0.00% Added +627 +627
97 Wealth Architects, LLC 0.01% of their portfolio MOUNTAIN VIEW, CA 29,58829.6k $123.1k $123.1k 0.01% New
98 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 28,15228.2k $117.1k $117.1k 0.00% Added +3.0k +3,044
99 Compound Planning, Inc. 0.00% of their portfolio NEW YORK, NY 28,06428.1k $116.7k $116.7k 0.00% Added +42 +42
100 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 26,70526.7k $111.1k $111.1k 0.00% Added +8.3k +8,278