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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
CBT
1326
Central Bank & Trust
Kentucky
$101K – – –
FRA
1327
Front Row Advisors
California
$100K -$898 -5 -0.9%
EWM
1328
Edge Wealth Management
New York
$99K – – –
APC
1329
Aspire Private Capital
North Carolina
$97K +$11.9K +66 +14%
LWM
1330
Liberty Wealth Management
California
$89K +$1.62K +9 +2%
CCM
1331
Copeland Capital Management
Pennsylvania
$89K +$1.8K +10 +2%
IBOK
1332
Independence Bank of Kentucky
Kentucky
$87K – – –
TSW
1333
Thompson Siegel & Walmsley
Virginia
$85K – – –
AC
1334
Avestar Capital
New York
$81K -$3.05K -17 -4%
RFWA
1335
RPg Family Wealth Advisory
Massachusetts
$76.1K – – –
TIM
1336
Tortoise Investment Management
New York
$76K – – –
ONST
1337
Old North State Trust
North Carolina
$75K – – –
AWM
1338
AllSquare Wealth Management
New York
$72K – – –
SIAP
1339
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$72K – – –
EWM
1340
Elmwood Wealth Management
California
$71K – – –
AF
1341
Allworth Financial
California
$71K +$21.2K +118 +45%
KFS
1342
Kelly Financial Services
Massachusetts
$70.4K – – –
QAM
1343
QCI Asset Management
New York
$70K -$2.15K -12 -3%
CH
1344
Canton Hathaway
Rhode Island
$68K +$2.69K +15 +4%
GRP
1345
Global Retirement Partners
California
$67K -$7K -39 -10%
PCFFS
1346
Pacific Center for Financial Services
California
$65K – – –
GWA
1347
Guidant Wealth Advisors
Illinois
$65K +$718 +4 +1%
RWA
1348
Redhawk Wealth Advisors
Minnesota
$65K +$63.4K +353 New
PFO
1349
Pathstone Family Office
New Jersey
$64K -$39.9K -222 -39%
TC
1350
Truvestments Capital
Florida
$64K +$34.3K +191 +124%