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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
1001
Fernwood Investment Management
Massachusetts
$571K – – –
MBT
1002
Montecito Bank & Trust
California
$570K -$2.33K -13 -0.4%
Lido Advisors
1003
Lido Advisors
California
$568K -$34.1K -190 -6%
PAM
1004
Premier Asset Management
Illinois
$568K – – –
BCM
1005
Brookstone Capital Management
Illinois
$564K -$658K -3,661 -55%
BDWM
1006
Brewin Dolphin Wealth Management
Ireland
$554K – – –
MPM
1007
Meritage Portfolio Management
Kansas
$546K +$531K +2,954 New
AHB
1008
Abner Herrman & Brock
New Jersey
$543K -$5.39K -30 -1%
SS
1009
Simplicity Solutions
Minnesota
$541K +$50.3K +280 +11%
SCA
1010
Stonebridge Capital Advisors
Minnesota
$540K -$234K -1,301 -31%
CPA
1011
Court Place Advisors
Maryland
$537K – – –
FMLI
1012
Fukoku Mutual Life Insurance
Japan
$536K – – –
NL
1013
NWAM LLC
Washington
$535K -$1.44K -8 -0.3%
DI
1014
DAGCO Inc
Ohio
$535K +$180 +1 +0%
NIM
1015
NuWave Investment Management
New Jersey
$531K +$456K +2,539 +758%
FHA
1016
Flagship Harbor Advisors
Massachusetts
$524K +$50.8K +283 +11%
LCM
1017
Landscape Capital Management
New Jersey
$521K – – –
CCM
1018
Cadence Capital Management
Massachusetts
$519K -$33.8K -188 -6%
APW
1019
Acima Private Wealth
Virginia
$517K – – –
TTWM
1020
TCV Trust & Wealth Management
Virginia
$517K – – –
MWPCG
1021
Measured Wealth Private Client Group
New Hampshire
$516K -$111K -617 -18%
CC
1022
Chicago Capital
Illinois
$516K +$269K +1,500 +116%
LC
1023
Lincoln Capital
Nebraska
$514K – – –
TL
1024
TrueWealth LLC
Georgia
$514K +$4.67K +26 +0.9%
CS
1025
Cannell & Spears
New York
$511K -$71.8K -400 -13%