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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
TSW
1101
Thompson Siegel & Walmsley
Virginia
$437K +$407K +2,115 +376%
KWM
1102
Keebeck Wealth Management
Illinois
$436K +$216K +1,122 +72%
LG
1103
Leuthold Group
Minnesota
$435K -$47.6K -247 -8%
RIA
1104
Realta Investment Advisors
Delaware
$431K -$213K -1,104 -29%
CGA
1105
Crescent Grove Advisors
Illinois
$428K -$101K -525 -17%
VCM
1106
Vivaldi Capital Management
Illinois
$428K -$15K -78 -3%
OPS
1107
Orion Portfolio Solutions
Nebraska
$427K -$286K -1,486 -36%
DMC
1108
Drexel Morgan & Co
Pennsylvania
$427K
MFW
1109
Meristem Family Wealth
Minnesota
$427K +$6.55K +34 +1%
FAM
1110
Fred Alger Management
New York
$426K -$101K -526 -17%
APA
1111
American Portfolios Advisors
New York
$424K +$52K +270 +12%
BAM
1112
Belpointe Asset Management
Nevada
$423K -$40.6K -211 -8%
PAM
1113
Peak Asset Management
Colorado
$422K +$498K +2,583 New
PB
1114
Pinnacle Bancorp
Nebraska
$421K
DA
1115
DSC Advisors
Illinois
$420K -$916K -4,756 -65%
MAM
1116
Morse Asset Management
Connecticut
$420K +$495K +2,570 New
RWA
1117
Ropes Wealth Advisors
Massachusetts
$417K +$29.9K +155 +6%
WG
1118
Welch Group
Alabama
$416K +$160K +833 +49%
PFG
1119
PAX Financial Group
Texas
$413K +$453K +2,353 New
ESB
1120
Essex Savings Bank
Connecticut
$411K -$245K -1,274 -34%
AC
1121
Abbrea Capital
California
$411K +$71.3K +370 +17%
DACG
1122
Donor Advised Charitable Giving
California
$410K +$2.5K +13 +0.5%
FC
1123
FORA Capital
Florida
$410K +$428K +2,220 +768%
NSIM
1124
North Star Investment Management
Illinois
$408K -$381K -1,980 -44%
CIC
1125
Chilton Investment Company
Connecticut
$408K -$37.6K -195 -7%