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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
AI
1226
Accredited Investors
Minnesota
$259K – – –
AAS
1227
Annex Advisory Services
Wisconsin
$259K +$14.3K +74 +6%
PCM
1228
Prelude Capital Management
New York
$259K +$260K +1,346 New
BAM
1229
Blueshift Asset Management
New Jersey
$258K +$260K +1,341 New
BB
1230
Bell Bank
North Dakota
$254K +$256K +1,322 New
FFWA
1231
FRG Family Wealth Advisors
Washington
$253K – – –
BEAM
1232
Baker Ellis Asset Management
Washington
$252K -$19.4K -100 -7%
SFG
1233
SNS Financial Group
Minnesota
$252K -$6.19K -32 -2%
FMII
1234
Farmers & Merchants Investments Inc
Nebraska
$249K +$2.13K +11 +0.9%
OIA
1235
OneDigital Investment Advisors
Kansas
$249K +$237K +1,226 +1,830%
PA
1236
Probity Advisors
Texas
$248K -$12.2K -63 -5%
PFSC
1237
Peoples Financial Services Corp
Pennsylvania
$248K – – –
NP
1238
NorthRock Partners
Minnesota
$248K +$249K +1,289 New
JFA
1239
JNBA Financial Advisors
Minnesota
$247K +$3.87K +20 +2%
SIM
1240
SSI Investment Management
California
$246K – – –
AFM
1241
Andesa Financial Management
Pennsylvania
$246K +$18.2K +94 +8%
BS
1242
Bessemer Securities
New York
$245K – – –
CCA
1243
Cobblestone Capital Advisors
New York
$244K -$35.2K -182 -13%
PWM
1244
Paulson Wealth Management
Illinois
$244K -$19.4K -100 -7%
TA
1245
Tiedemann Advisors
New York
$244K +$13.2K +68 +6%
PBO
1246
Peoples Bank (Ohio)
Ohio
$244K +$15.1K +78 +7%
SVWAG
1247
Sound View Wealth Advisors Group
Georgia
$244K +$28.1K +145 +13%
FM
1248
Family Management
New York
$244K +$246K +1,269 New
BFC
1249
Bedel Financial Consulting
Indiana
$242K – – –
AWM
1250
Altavista Wealth Management
North Carolina
$240K -$29K -150 -11%