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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1301
Cranbrook Wealth Management
Michigan
$20K – – –
PWM
1302
PRW Wealth Management
Massachusetts
$20K +$22.3K +141 New
HWA
1303
Heritage Wealth Advisors
Virginia
$19K – – –
IAS
1304
IMA Advisory Services
Colorado
$19K – – –
OAJ
1305
Ogorek Anthony Joseph
New York
$19K – – –
WCM
1306
Whitener Capital Management
North Carolina
$19K – – –
HDIM
1307
Hanson & Doremus Investment Management
Vermont
$18K – – –
VRM
1308
Vectors Research Management
New York
$17K -$1.06M -6,700 -98%
ARMC
1309
American Research & Management Company
Massachusetts
$17K -$25K -158 -56%
AWM
1310
AllSquare Wealth Management
New York
$17K – – –
TFS
1311
TrustCore Financial Services
Tennessee
$17K – – –
SIM
1312
Sonora Investment Management
Arizona
$16K +$14.7K +93 +465%
DAM
1313
Delta Asset Management
Tennessee
$15K – – –
HWM
1314
Holloway Wealth Management
Florida
$15K – – –
SWA
1315
Sutton Wealth Advisors
Florida
$14.7K – – –
CA
1316
Crewe Advisors
Utah
$14K -$7.91K -50 -33%
OC
1317
Oakworth Capital
Alabama
$14K – – –
LWANC
1318
Laurel Wealth Advisors (North Carolina)
North Carolina
$14K +$15.8K +100 New
MWC
1319
MKD Wealth Coaches
Michigan
$14K +$15.8K +100 New
GTAM
1320
Global Trust Asset Management
Florida
$13K – – –
NC
1321
NewSquare Capital
Pennsylvania
$13K – – –
THWM
1322
Taylor Hoffman Wealth Management
Virginia
$13K – – –
W
1323
WealthOne
New York
$13K +$14.2K +90 New
WIM
1324
Westside Investment Management
California
$12K -$18.4K -116 -58%
MWM
1325
Mascoma Wealth Management
New Hampshire
$11K – – –