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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
ARMT
876
Amica Retiree Medical Trust
Rhode Island
$642K
ZB
877
Zions Bancorporation
Utah
$637K +$605K +3,892 New
AAP
878
Arax Advisory Partners
Colorado
$637K +$606K +3,894 New
BPB
879
Badgley, Phelps & Bell
Washington
$634K +$7.78K +50 +1%
GW
880
GW & Wade
Massachusetts
$633K -$104K -671 -15%
MWM
881
Mission Wealth Management
California
$633K +$40.1K +258 +7%
MWAC
882
Mariner Wealth Advisors (Cincinnati)
Ohio
$627K -$162K -1,044 -21%
JA
883
JVL Associates
Michigan
$624K -$25.8K -166 -4%
NSAM
884
North Star Asset Management
Wisconsin
$622K
BFC
885
Blue Fin Capital
Rhode Island
$619K +$17.3K +111 +3%
ATC
886
Adirondack Trust Company
New York
$618K -$3.89K -25 -0.7%
WF
887
Welch & Forbes
Massachusetts
$615K +$7.16K +46 +1%
PP
888
Prudential plc
United Kingdom
$612K
FWCM
889
Ferguson Wellman Capital Management
Oregon
$610K -$7.47K -48 -1%
Capstone Investment Advisors
890
Capstone Investment Advisors
New York
$610K +$580K +3,726 New
CPA
891
Clear Perspective Advisors
Illinois
$606K
APP
892
Avantax Planning Partners
Iowa
$600K +$19.1K +123 +3%
LCM
893
Laurion Capital Management
New York
$599K +$569K +3,660 New
TCM
894
Tuttle Capital Management
Connecticut
$599K +$570K +3,665 New
CPC
895
Cookson Peirce & Co
Pennsylvania
$594K
DWT
896
Dorsey & Whitney Trust
South Dakota
$590K +$114K +736 +26%
CMO
897
Covenant Multifamily Offices
Texas
$589K
LSAG
898
Lake Street Advisors Group
New Hampshire
$583K -$250K -1,608 -31%
BCM
899
Beck Capital Management
Texas
$583K -$18.7K -120 -3%
STA
900
Summit Trail Advisors
New York
$579K -$6.11M -39,300 -92%