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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
APC
1326
Aspire Private Capital
North Carolina
$97K +$11.9K +66 +14%
LWM
1327
Liberty Wealth Management
California
$89K +$1.62K +9 +2%
CCM
1328
Copeland Capital Management
Pennsylvania
$89K +$1.8K +10 +2%
IBOK
1329
Independence Bank of Kentucky
Kentucky
$87K
TSW
1330
Thompson Siegel & Walmsley
Virginia
$85K
AC
1331
Avestar Capital
New York
$81K -$3.05K -17 -4%
RFWA
1332
RPg Family Wealth Advisory
Massachusetts
$76.1K
TIM
1333
Tortoise Investment Management
New York
$76K
ONST
1334
Old North State Trust
North Carolina
$75K
AWM
1335
AllSquare Wealth Management
New York
$72K
SIAP
1336
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$72K
EWM
1337
Elmwood Wealth Management
California
$71K
AF
1338
Allworth Financial
California
$71K +$21.2K +118 +45%
KFS
1339
Kelly Financial Services
Massachusetts
$70.4K
QAM
1340
QCI Asset Management
New York
$70K -$2.15K -12 -3%
CH
1341
Canton Hathaway
Rhode Island
$68K +$2.69K +15 +4%
GRP
1342
Global Retirement Partners
California
$67K -$7K -39 -10%
PCFFS
1343
Pacific Center for Financial Services
California
$65K
GWA
1344
Guidant Wealth Advisors
Illinois
$65K +$718 +4 +1%
RWA
1345
Redhawk Wealth Advisors
Minnesota
$65K +$63.4K +353 New
PFO
1346
Pathstone Family Office
New Jersey
$64K -$39.9K -222 -39%
TC
1347
Truvestments Capital
Florida
$64K +$34.3K +191 +124%
AIM
1348
Advantage Investment Management
Iowa
$63K -$7.9K -44 -11%
WPA
1349
West Paces Advisors
Georgia
$62.1K
ACA
1350
Atlas Capital Advisors
Wyoming
$62.1K