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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
CPC
1301
Cadia Private Client
New Jersey
$563K +$1.4K +6 +0.2%
GWANC
1302
Guardian Wealth Advisors (North Carolina)
North Carolina
$561K -$89.5K -384 -12%
LFAS
1303
Level Four Advisory Services
Texas
$560K -$256K -1,099 -28%
CI Investments Inc
1304
CI Investments Inc
Ontario, Canada
$559K -$39.5M -169,584 -98%
BFA
1305
Beaumont Financial Advisors
Massachusetts
$558K -$20K -86 -3%
HBT
1306
Hills Bank & Trust
Iowa
$557K -$205K -881 -24%
APW
1307
Acima Private Wealth
Virginia
$555K
MFA
1308
Mayflower Financial Advisors
Massachusetts
$555K +$34.7K +149 +6%
FC
1309
Farringdon Capital
United Kingdom
$554K +$651K +2,792 New
RI
1310
Rinkey Investments
California
$548K -$161K -691 -20%
CCFM
1311
Clear Creek Financial Management
Washington
$547K +$53.8K +231 +9%
NI
1312
Natural Investments
California
$547K -$744K -3,193 -54%
HIP
1313
HUB Investment Partners
Texas
$546K -$55.7K -239 -8%
ADL
1314
Asset Dedication LLC
California
$546K +$374K +1,606 +140%
FDCP
1315
Foster Dykema Cabot & Partners
Massachusetts
$546K -$53.8K -231 -8%
TCBWMS
1316
Texas Capital Bank Wealth Management Services
Texas
$544K -$191K -818 -23%
WA
1317
WP Advisors
California
$543K -$127K -545 -17%
QWP
1318
Quotient Wealth Partners
Texas
$543K -$58.5K -251 -8%
CCWM
1319
Cassaday & Co Wealth Management
Virginia
$542K -$82.7K -355 -11%
EFS
1320
Essex Financial Services
Connecticut
$541K -$388K -1,665 -38%
PFG
1321
PAX Financial Group
Texas
$540K -$58K -249 -8%
AWA
1322
ARQ Wealth Advisors
Arizona
$540K +$634K +2,723 New
IP
1323
Indivisible Partners
Florida
$537K -$142K -608 -18%
LFG
1324
Larson Financial Group
Missouri
$536K +$79.5K +341 +14%
MWM
1325
Modern Wealth Management
Kansas
$533K -$431K -1,851 -41%