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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1051
Evermay Wealth Management
Virginia
$531K
BOM
1052
Bank of Marin
California
$529K
AIM
1053
Anchor Investment Management
South Carolina
$526K +$90.7K +471 +17%
FIM
1054
Fernwood Investment Management
Massachusetts
$524K
HC
1055
Henshaw Capital
Massachusetts
$523K -$432K -2,241 -41%
CWM
1056
Circle Wealth Management
New Jersey
$521K +$239K +1,243 +64%
FMBTD
1057
First Midwest Bank Trust Division
Illinois
$518K -$6.93K -36 -1%
BAMCO Inc
1058
BAMCO Inc
New York
$513K +$229K +1,191 +61%
IIC
1059
Integrated Investment Consultants
Michigan
$510K
FFA
1060
First Foundation Advisors
California
$507K +$74.7K +388 +14%
BDWM
1061
Brewin Dolphin Wealth Management
Ireland
$506K +$19.3K +100 +3%
BFA
1062
Beaumont Financial Advisors
Massachusetts
$506K +$48.9K +254 +9%
MBT
1063
Montecito Bank & Trust
California
$504K
VC
1064
Veracity Capital
Georgia
$501K -$51.6K -268 -8%
GA
1065
Geller Advisors
New York
$500K +$404K +2,097 +218%
CRIG
1066
Charter Research & Investment Group
Connecticut
$498K -$963K -5,000 -62%
CPA
1067
Clear Perspective Advisors
Illinois
$497K +$116K +601 +25%
CFA
1068
CWS Financial Advisors
Michigan
$494K
IAA
1069
Independent Advisor Alliance
North Carolina
$492K -$166K -862 -22%
CL
1070
CIM LLC
New York
$492K +$46.2K +240 +9%
FMLI
1071
Fukoku Mutual Life Insurance
Japan
$490K -$655K -3,400 -53%
HPC
1072
Hobart Private Capital
North Carolina
$488K +$59.1K +307 +11%
RMAM
1073
Raab & Moskowitz Asset Management
New Jersey
$484K -$37.6K -195 -6%
AIM
1074
Alhambra Investment Management
Florida
$484K
TW
1075
TrinityPoint Wealth
Connecticut
$482K -$95K -493 -14%