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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
MA
1151
MANA Advisors
New York
$287K +$256K +1,628 New
TFS
1152
Thoroughbred Financial Services
Tennessee
$284K -$39K -248 -13%
PG
1153
Patten Group
Tennessee
$283K -$23.6K -150 -9%
CWM
1154
Circle Wealth Management
New Jersey
$283K – – –
PAM
1155
Peak Asset Management
Colorado
$281K – – –
STMM
1156
South Texas Money Management
Texas
$280K – – –
MFW
1157
Meristem Family Wealth
Minnesota
$280K +$250K +1,593 New
CIP
1158
Convergence Investment Partners
Florida
$278K +$10.7K +68 +5%
BHWM
1159
Bar Harbor Wealth Management
New Hampshire
$276K +$247K +1,569 New
KWA
1160
KCS Wealth Advisory
California
$272K -$10.2K -65 -4%
RB
1161
Rodgers Brothers
Pennsylvania
$272K +$242K +1,543 New
RI
1162
Ridgewood Investments
New Jersey
$271K -$15.7K -100 -6%
PV
1163
Private Vista
Illinois
$271K – – –
VSWA
1164
Vontobel Swiss Wealth Advisors
Switzerland
$270K +$241K +1,535 New
SFS
1165
Sowell Financial Services
Arkansas
$269K +$240K +1,528 New
ODCM
1166
Old Dominion Capital Management
Virginia
$268K +$238K +1,515 New
HIS
1167
Harvest Investment Services
Illinois
$265K – – –
POIA
1168
Pin Oak Investment Advisors
Texas
$265K +$13.5K +86 +6%
DJSG
1169
D.J. St. Germain
Massachusetts
$264K – – –
MPAM
1170
Murphy Pohlad Asset Management
Minnesota
$264K – – –
RWP
1171
RWA Wealth Partners
Massachusetts
$264K – – –
TA
1172
Trellis Advisors
Washington
$264K +$8.48K +54 +4%
OPA
1173
Old Port Advisors
Maine
$263K -$29.2K -186 -11%
ED
1174
Exane Derivatives
France
$261K -$19K -121 -8%
SFG
1175
Summit Financial Group
West Virginia
$261K – – –