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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
901
Mission Wealth Management
California
$618K +$15.3K +97 +2%
RC
902
Roundview Capital
New Jersey
$611K -$157K -995 -19%
SFG
903
SevenBridge Financial Group
Pennsylvania
$610K
PFS
904
Prospera Financial Services
Texas
$608K +$124K +784 +22%
BA
905
Bristol Advisors
Pennsylvania
$606K +$680K +4,300 New
Fayez Sarofim & Co
906
Fayez Sarofim & Co
Texas
$603K +$158K +1,000 +31%
GCA
907
Gideon Capital Advisors
New York
$602K +$675K +4,268 New
CFMC
908
Curbstone Financial Management Corp
New Hampshire
$601K -$15.8K -100 -2%
SWA
909
SFMG Wealth Advisors
Texas
$601K +$255K +1,610 +61%
OI
910
Oakbrook Investments
Illinois
$599K +$55.4K +350 +9%
CCP
911
Corient Capital Partners
California
$594K +$170K +1,073 +34%
SP
912
Symmetry Partners
Connecticut
$593K +$665K +4,202 New
HCA
913
Harbour Capital Advisors
Virginia
$589K +$18.2K +115 +3%
VFA
914
Voya Financial Advisors
Connecticut
$586K -$82K -518 -11%
OFG
915
OmniStar Financial Group
North Carolina
$577K +$122K +769 +23%
MCM
916
Mitchell Capital Management
Kansas
$576K -$13.9K -88 -2%
RC
917
Reik & Co
New York
$576K
AAMU
918
Amundi Asset Management US
Massachusetts
$576K -$39.3M -248,218 -6%
SFA
919
Sequoia Financial Advisors
Ohio
$569K -$16.1K -102 -2%
ACM
920
Advisors Capital Management
New Jersey
$569K +$638K +4,032 New
KPF
921
K2 Principal Fund
Ontario, Canada
$564K +$633K +4,000 New
TCM
922
Tran Capital Management
California
$555K
ARMT
923
Amica Retiree Medical Trust
Rhode Island
$554K
BPB
924
Badgley, Phelps & Bell
Washington
$554K +$4.11K +26 +0.7%
HPC
925
HM Payson & Co
Maine
$551K +$619K +3,910 New