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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
1301
Burt Wealth Advisors
Maryland
$148K – – –
KBFS
1302
Kohmann Bosshard Financial Services
Ohio
$148K +$144K +800 New
SC
1303
Sawyer & Company
Massachusetts
$147K – – –
DWA
1304
Dougherty Wealth Advisers
Minnesota
$147K +$25.1K +140 +21%
CCM
1305
Cribstone Capital Management
Maine
$146K -$8.44K -47 -6%
CAL
1306
Capital Advisors Ltd
Ohio
$142K +$64.3K +358 +87%
AssetMark Inc
1307
AssetMark Inc
California
$137K -$2.51K -14 -2%
LFG
1308
LifePlan Financial Group
Ohio
$135K – – –
IWA
1309
Intercontinental Wealth Advisors
Texas
$131K – – –
CL
1310
CSS LLC
Illinois
$129K +$126K +700 New
DWM
1311
Doyle Wealth Management
Florida
$127K +$123K +687 New
ETI
1312
Enterprise Trust & Investment
California
$121K +$118K +656 New
SNT
1313
Security National Trust
West Virginia
$119K -$8.8K -49 -7%
TF
1314
TimeScale Financial
Massachusetts
$118K +$115K +640 New
GEA
1315
Glen Eagle Advisors
New Jersey
$117K +$16.5K +92 +17%
CAM
1316
CenterStar Asset Management
Illinois
$117K – – –
AWM
1317
Apollon Wealth Management
South Carolina
$113K +$110K +614 New
TFA
1318
Toth Financial Advisory
Virginia
$112K – – –
CI
1319
CX Institutional
Indiana
$109K +$21.4K +119 +25%
VFA
1320
Valeo Financial Advisors
Indiana
$108K -$45.8K -255 -30%
ED
1321
Exane Derivatives
France
$103K -$166K -927 -62%
FFC
1322
First Financial Corp
Indiana
$103K -$4.49K -25 -4%
HR
1323
Howe & Rusling
New York
$102K -$63.9K -356 -39%
BEI
1324
Benjamin Edwards Inc
Missouri
$102K +$19.9K +111 +25%
FMTCOCP
1325
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$101K -$5.39K -30 -5%