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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
TCOTS
1251
Trust Company of the South
North Carolina
$631K – – –
SIP
1252
Stoneridge Investment Partners
Pennsylvania
$629K – – –
LWAM
1253
Legacy Wealth Asset Management
Minnesota
$627K +$78.5K +337 +12%
GWM
1254
GDS Wealth Management
Texas
$627K – – –
BRWA
1255
B. Riley Wealth Advisors
Florida
$622K +$160K +685 +28%
SageView Advisory Group
1256
SageView Advisory Group
California
$618K -$40.8K -175 -5%
PAM
1257
Peak Asset Management
Colorado
$617K -$544K -2,336 -43%
AWM
1258
Aprio Wealth Management
Georgia
$614K -$380K -1,632 -35%
PP
1259
PDS Planning
Ohio
$612K -$168K -719 -19%
RBC
1260
Romano Brothers & Co
Illinois
$611K -$111K -476 -13%
Circle Wealth Management
1261
Circle Wealth Management
New Jersey
$611K +$303K +1,299 +73%
CPW
1262
Cove Private Wealth
New York
$611K +$334K +1,434 +87%
LIM
1263
Leavell Investment Management
Alabama
$609K -$145K -622 -17%
Capital Analysts LLC
1264
Capital Analysts LLC
Pennsylvania
$609K -$2.74M -11,750 -79%
FPF
1265
First Pacific Financial
Washington
$609K -$7.46K -32 -1%
CCP
1266
Cushing Capital Partners
Wisconsin
$608K +$77.6K +333 +12%
PTC
1267
Private Trust Company
Ohio
$607K -$207K -889 -23%
Sapient Capital
1268
Sapient Capital
Indiana
$605K -$258K -1,109 -27%
KIA
1269
Knollwood Investment Advisory
Maryland
$605K – – –
Pure Financial Advisors
1270
Pure Financial Advisors
California
$603K +$18.2K +78 +3%
TIA
1271
Tandem Investment Advisors
South Carolina
$603K -$88.9M -381,695 -99%
ML
1272
McAdam LLC
Pennsylvania
$602K +$326K +1,398 +85%
LCG
1273
Lakeshore Capital Group
Illinois
$602K +$19.3K +83 +3%
AIM
1274
Anchor Investment Management
South Carolina
$594K -$18.6K -80 -3%
TSW
1275
Three Seasons Wealth
Utah
$593K -$90.9K -390 -12%