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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
WAG
1251
Winthrop Advisory Group
Massachusetts
$594K +$67.4K +281 +14%
CFA
1252
CWS Financial Advisors
Michigan
$593K -$1.92K -8 -0.4%
LOAMU
1253
Lombard Odier Asset Management (USA)
New York
$593K +$544K +2,271 New
KPW
1254
Kore Private Wealth
New York
$592K +$116K +482 +27%
SWA
1255
SFMG Wealth Advisors
Texas
$591K +$542K +2,263 New
KC
1256
Kingfisher Capital
North Carolina
$589K -$7.91K -33 -1%
IFWM
1257
Institute for Wealth Management
Colorado
$583K +$70.7K +295 +15%
IDA
1258
Intelligence Driven Advisers
California
$580K +$532K +2,221 New
TA
1259
Tiedemann Advisors
New York
$578K +$179K +746 +51%
MG
1260
Mather Group
Illinois
$575K -$168K -699 -24%
IIM
1261
Intact Investment Management
Quebec, Canada
$574K +$240K +1,000 +83%
CGA
1262
Crescent Grove Advisors
Illinois
$570K -$133K -554 -20%
BAM
1263
Belpointe Asset Management
Nevada
$565K +$30K +125 +6%
AIP
1264
Almanack Investment Partners
Pennsylvania
$565K +$85.8K +358 +20%
GAG
1265
GM Advisory Group
New York
$559K
BPA
1266
Beacon Pointe Advisors
California
$559K +$57.8K +241 +13%
RTS
1267
Round Table Services
New Jersey
$557K
AFP
1268
Ausdal Financial Partners
Iowa
$557K +$130K +543 +34%
NS
1269
Newman & Schimel
Illinois
$557K +$511K +2,133 New
Fisher Asset Management
1270
Fisher Asset Management
Washington
$556K +$21.3K +89 +4%
BHWM
1271
Bar Harbor Wealth Management
New Hampshire
$554K +$16.3K +68 +3%
FNBOSM
1272
First National Bank of South Miami
Florida
$552K -$525K -2,190 -51%
PWAG
1273
Polaris Wealth Advisory Group
California
$551K -$15.8M -65,849 -97%
OL
1274
Optas LLC
Texas
$550K -$861K -3,593 -63%
CRIG
1275
Charter Research & Investment Group
Connecticut
$549K -$224K -935 -31%