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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
WDL
1201
Well Done LLC
Michigan
$284K
WP
1202
WealthSource Partners
California
$284K +$6.19K +32 +2%
CFA
1203
Capstone Financial Advisors
Illinois
$283K -$55K -284 -16%
TA
1204
Trellis Advisors
Washington
$281K -$2.13K -11 -0.7%
AAMA
1205
Advanced Asset Management Advisors
Ohio
$280K +$282K +1,455 New
QCM
1206
Quest Capital Management
Texas
$276K -$41.6K -215 -13%
PGIM
1207
Pacific Global Investment Management
California
$275K -$65.8K -340 -19%
ECAM
1208
East Coast Asset Management
Massachusetts
$275K
ATIA
1209
American Trust Investment Advisors
New Hampshire
$272K -$1.94K -10 -0.7%
HCM
1210
Hilton Capital Management
New York
$272K +$34.8K +180 +15%
WAM
1211
Weiss Asset Management
Massachusetts
$272K +$53.8K +278 +24%
BAMCO Inc
1212
BAMCO Inc
New York
$270K +$88.2K +456 +48%
BOTW
1213
Bank of the West
California
$269K -$5.42K -28 -2%
PWA
1214
Providence Wealth Advisors
Illinois
$269K -$4.84K -25 -2%
CCM
1215
Colorado Capital Management
Colorado
$266K
HC
1216
Hamilton Capital
Ohio
$266K
MWPCG
1217
Measured Wealth Private Client Group
New Hampshire
$263K -$276K -1,428 -51%
OPA
1218
Old Port Advisors
Maine
$263K
BCM
1219
Beck Capital Management
Texas
$262K -$104K -540 -28%
GIP
1220
Greatmark Investment Partners
Georgia
$262K +$263K +1,360 New
KS
1221
Karpas Strategies
Connecticut
$260K
OFW
1222
Omnia Family Wealth
Florida
$260K +$33.7K +174 +15%
AG
1223
Algert Global
California
$260K +$262K +1,352 New
AI
1224
Accredited Investors
Minnesota
$259K
AAS
1225
Annex Advisory Services
Wisconsin
$259K +$14.3K +74 +6%