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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
MG
1326
Mather Group
Illinois
$640K -$90.8K -279 -12%
GA
1327
Geller Advisors
New York
$640K +$13.3K +41 +2%
KFA
1328
Kelleher Financial Advisors
New York
$640K +$394K +1,210 +153%
MCM
1329
Maryland Capital Management
Maryland
$635K -$5.53K -17 -0.8%
CBTWT
1330
Community Bank & Trust (Waco, Texas)
Texas
$634K
CRWM
1331
Castle Rock Wealth Management
California
$634K +$35.1K +108 +7%
OFG
1332
Omega Financial Group
California
$632K -$4.88K -15 -0.8%
PWM
1333
Perigon Wealth Management
California
$630K +$32.5K +100 +5%
AWE
1334
Avidian Wealth Enterprises
Texas
$629K +$976 +3 +0.2%
FWM
1335
Frontier Wealth Management
Missouri
$628K -$19.5K -60 -3%
1W
1336
1776 Wealth
Georgia
$627K -$117K -361 -16%
WFI
1337
West Family Investments
California
$626K +$64.1K +197 +11%
MIP
1338
Marietta Investment Partners
Wisconsin
$625K +$636K +1,954 New
UAML
1339
US Asset Management LLC
Pennsylvania
$620K +$631K +1,939 New
PTP
1340
Platform Technology Partners
New York
$619K -$87.8K -270 -12%
WB
1341
Webster Bank
Connecticut
$611K -$6.83K -21 -1%
BONH
1342
Bank of New Hampshire
New Hampshire
$608K
WMC
1343
Westwood Management Corporation
Illinois
$608K
AF
1344
Advisornet Financial
Minnesota
$606K +$88.5K +272 +17%
MC
1345
Middleton & Co
Massachusetts
$604K
FA
1346
Fiducient Advisors
Illinois
$603K
MSAM
1347
Moloney Securities Asset Management
Missouri
$600K -$12K -37 -2%
IP
1348
Investment Partners
Ohio
$599K +$64.7K +199 +12%
AP
1349
Americana Partners
Texas
$598K +$214K +659 +54%
MOS
1350
MGO One Seven
Ohio
$596K +$69K +212 +15%