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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1001
Lido Advisors
California
$792K +$55.5K +285 +8%
MIAS
1002
Mason Investment Advisory Services
Virginia
$791K -$268K -1,375 -27%
EWM
1003
Elite Wealth Management
Washington
$783K -$5.85K -30 -0.8%
BCM
1004
Brooktree Capital Management
Michigan
$783K +$724K +3,717 New
TCM
1005
Tuttle Capital Management
Connecticut
$782K -$2.48M -12,744 -77%
SACTSONJ
1006
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$779K +$721K +3,700 New
BCMO
1007
Buckingham Capital Management (Ohio)
Ohio
$775K -$108K -555 -13%
PP
1008
PagnatoKarp Partners
Virginia
$772K -$780 -4 -0.1%
CWA
1009
Clarus Wealth Advisors
Arizona
$769K +$69.8K +358 +11%
MWM
1010
Mission Wealth Management
California
$767K +$134K +690 +23%
BPB
1011
Badgley, Phelps & Bell
Washington
$766K -$3.31K -17 -0.5%
FI
1012
Fosun International
China
$764K +$702K +3,600 New
MWM
1013
Modera Wealth Management
New Jersey
$759K -$21.2K -109 -3%
PCM
1014
Penserra Capital Management
California
$757K -$1.07M -5,505 -60%
VLKIM
1015
Van Lanschot Kempen Investment Management
Netherlands
$757K +$701K +3,596 New
LSAG
1016
Lake Street Advisors Group
New Hampshire
$751K +$40K +205 +6%
RIA
1017
Realta Investment Advisors
Delaware
$749K -$132K -677 -15%
PIG
1018
Pantheon Investment Group
California
$749K +$693K +3,557 New
FC
1019
Ferris Capital
Massachusetts
$732K
SFG
1020
SevenBridge Financial Group
Pennsylvania
$728K
TW
1021
TrinityPoint Wealth
Connecticut
$726K +$17K +87 +3%
CA
1022
Clearstead Advisors
Ohio
$726K +$54.8K +281 +9%
WP
1023
WMS Partners
Maryland
$725K +$1.17K +6 +0.2%
TI
1024
tru Independence
Oregon
$722K +$862K +4,421 New
HAG
1025
HighPoint Advisor Group
Illinois
$716K +$55.9K +287 +9%