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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1301
NCM Capital Management
New Jersey
$828K +$1.45K +5 +0.2%
EFS
1302
Essex Financial Services
Connecticut
$828K +$23.5K +81 +3%
GWM
1303
GDS Wealth Management
Texas
$827K
NCM
1304
Northside Capital Management
Oregon
$825K +$581 +2 +0.1%
FWA
1305
FSM Wealth Advisors
Ohio
$823K +$11K +38 +1%
HEIP
1306
Hudson Edge Investment Partners
New Jersey
$819K
AWA
1307
Arkadios Wealth Advisors
Georgia
$818K -$16.3K -56 -2%
BOM
1308
Bank of Marin
California
$818K -$160K -551 -17%
AWM
1309
Angeles Wealth Management
California
$817K +$25K +86 +3%
BSI
1310
Bennett Selby Investments
Maine
$816K -$3.2K -11 -0.4%
PFA
1311
Pure Financial Advisors
California
$815K -$261K -897 -25%
NSAM
1312
North Star Asset Management
Wisconsin
$810K -$8.72K -30 -1%
TNA
1313
True North Advisors
Texas
$809K
LAM
1314
Lakewood Asset Management
Illinois
$806K +$291 +1 +0%
CWM
1315
Concentric Wealth Management
California
$802K
AIP
1316
Almanack Investment Partners
Pennsylvania
$797K -$224K -770 -23%
BWM
1317
BNC Wealth Management
Oregon
$796K -$1.96M -6,738 -72%
CIC
1318
Chilton Investment Company
Connecticut
$792K +$327K +1,125 +78%
HBT
1319
Hills Bank & Trust
Iowa
$786K -$92.4K -318 -11%
GSEP
1320
Golden State Equity Partners
California
$784K +$78.7K +271 +12%
LFA
1321
LGT Financial Advisors
Texas
$782K +$736K +2,534 New
SL
1322
Stevard LLC
Illinois
$778K
HJIM
1323
Henry James International Management
New York
$776K
EI
1324
Ellevest Inc
New York
$773K +$196K +673 +37%
TA
1325
Tectonic Advisors
Texas
$772K +$2.91K +10 +0.4%