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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
TFO
1251
Tarbox Family Office
California
$33K +$499 +3 +2%
FGAM
1252
Financial Gravity Asset Management
Texas
$33K +$4K +24 +13%
MPWT
1253
MassMutual Private Wealth & Trust
Connecticut
$31.3K +$4.99K +30 +19%
WAP
1254
Wealthcare Advisory Partners
Pennsylvania
$31K -$6.33K -38 -17%
PS
1255
Portfolio Strategies
New York
$30K – – –
CFA
1256
Camarda Financial Advisors
Florida
$29K – – –
CA
1257
Crewe Advisors
Utah
$26K -$25K -150 -50%
EWM
1258
Endurance Wealth Management
Rhode Island
$26K – – –
CHP
1259
Cable Hill Partners
Oregon
$25K -$3K -18 -11%
CWM
1260
Cranbrook Wealth Management
Michigan
$25K – – –
AF
1261
Arrow Financial
New York
$24K – – –
CWSR
1262
Chessman Wealth Strategies RIA
Texas
$24K +$23.6K +142 New
RA
1263
Rational Advisors
New York
$23K -$212K -1,274 -91%
IAS
1264
IMA Advisory Services
Colorado
$23K -$832 -5 -4%
OAJ
1265
Ogorek Anthony Joseph
New York
$23K – – –
HWA
1266
Heritage Wealth Advisors
Virginia
$23K +$22.8K +137 New
CGI
1267
CI Global Investments
California
$22K – – –
WCM
1268
Whitener Capital Management
North Carolina
$22K +$22.5K +135 New
AWM
1269
AllSquare Wealth Management
New York
$21K – – –
HDIM
1270
Hanson & Doremus Investment Management
Vermont
$21K – – –
TFS
1271
TrustCore Financial Services
Tennessee
$21K +$12.2K +73 +143%
DAM
1272
Delta Asset Management
Tennessee
$18K – – –
VNA
1273
Valley National Advisers
Pennsylvania
$18K – – –
SWA
1274
Sutton Wealth Advisors
Florida
$17.7K -$49.9K -300 -74%
FWM
1275
Focused Wealth Management
New York
$17K -$16.6K -100 -50%