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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
1201
Enterprise Financial Services Corp (EFSC)
Missouri
$536K -$941K -4,110 -63%
BIAS
1202
Beacon Investment Advisory Services
New Jersey
$536K +$85.4K +373 +19%
NEAM
1203
New England Asset Management
Connecticut
$532K – – –
LF
1204
Lantz Financial
Illinois
$531K +$1.83K +8 +0.3%
TFA
1205
Toth Financial Advisory
Virginia
$530K +$45.8K +200 +9%
UBG
1206
United Bank (Georgia)
Georgia
$530K +$48.6K +212 +10%
1W
1207
1776 Wealth
Georgia
$529K +$8.25K +36 +2%
Perpetual Ltd
1208
Perpetual Ltd
Australia
$529K +$537K +2,343 New
Capital Investment Advisors
1209
Capital Investment Advisors
Georgia
$528K -$8.47K -37 -2%
Mission Wealth Management
1210
Mission Wealth Management
California
$528K -$2.75K -12 -0.5%
HPWM
1211
Highland Private Wealth Management
Washington
$527K -$3.89K -17 -0.7%
BO
1212
Bank OZK
Arkansas
$526K – – –
MCM
1213
Manchester Capital Management
Vermont
$524K +$6.18K +27 +1%
CMANY
1214
Capital Management Associates (New York)
New York
$520K – – –
VI
1215
Versor Investments
New York
$520K +$527K +2,300 New
IDBONY
1216
Israel Discount Bank of New York
New York
$519K -$42.6K -186 -7%
KC
1217
Kingfisher Capital
North Carolina
$517K +$1.37K +6 +0.3%
ALAM
1218
Asahi Life Asset Management
Japan
$516K +$163K +710 +45%
CFA
1219
CWS Financial Advisors
Michigan
$515K – – –
EFS
1220
Essex Financial Services
Connecticut
$509K +$92.8K +405 +22%
Ritholtz Wealth Management
1221
Ritholtz Wealth Management
New York
$506K +$133K +582 +35%
CFSG
1222
Community Financial Services Group
Vermont
$497K +$195K +852 +63%
Circle Wealth Management
1223
Circle Wealth Management
New Jersey
$496K – – –
TCOT
1224
Trust Company of Toledo
Ohio
$496K – – –
BHTS
1225
Bar Harbor Trust Services
Maine
$496K +$161K +701 +47%