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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
HHMI
901
Howard Hughes Medical Institute
Maryland
$1.07M – – –
TRCT
902
Tower Research Capital (TRC)
New York
$1.07M +$497K +2,864 +50%
MWM
903
Modera Wealth Management
New Jersey
$1.07M -$181K -1,043 -11%
SVWAG
904
Sound View Wealth Advisors Group
Georgia
$1.06M +$1.1M +6,358 +294%
CAM
905
Councilmark Asset Management
Tennessee
$1.06M +$16.5K +95 +1%
RP
906
Raelipskie Partnership
Ontario, Canada
$1.05M +$1.47M +8,476 New
PIM
907
Penobscot Investment Management
Massachusetts
$1.05M -$666K -3,836 -31%
SAM
908
Smartleaf Asset Management
Massachusetts
$1.05M – – –
LF
909
Lantz Financial
Illinois
$1.04M -$88.2K -508 -6%
AAM
910
Azzad Asset Management
Virginia
$1.04M +$271K +1,560 +23%
SSWM
911
Sheets Smith Wealth Management
North Carolina
$1.03M -$172K -990 -11%
FMI
912
Frec Markets Inc
California
$1.03M +$712K +4,099 +98%
NWM
913
Northcape Wealth Management
New York
$1.03M -$87.5K -504 -6%
PWP
914
Precedent Wealth Partners
Texas
$1.03M +$17.9K +103 +1%
LI
915
LRI Investments
Florida
$1.02M -$35.4K -204 -2%
SWA
916
Stratos Wealth Advisors
Ohio
$1.02M -$3.36M -19,343 -70%
SFCL
917
Strengthening Families & Communities LLC
Massachusetts
$1.01M +$55.6K +320 +4%
SGA
918
Strategic Global Advisors
California
$1.01M +$80.4K +463 +6%
S
919
SimplyRich
California
$1.01M – – –
VVP
920
Venture Visionary Partners
Ohio
$1M -$223K -1,282 -14%
FDS
921
Freedom Day Solutions
Texas
$1M -$418K -2,409 -23%
PCA
922
Pallas Capital Advisors
Massachusetts
$996K +$754K +4,344 +119%
CFWMA
923
Center for Wealth Management Advisory
Ohio
$979K +$139K +799 +11%
CL
924
CIM LLC
New York
$977K +$148K +855 +12%
Kovitz Investment Group Partners
925
Kovitz Investment Group Partners
Illinois
$970K -$3.34M -19,215 -71%