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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
MS
1351
Mizuho Securities
Japan
$96K +$96.8K +500 New
IBOK
1352
Independence Bank of Kentucky
Kentucky
$90K – – –
TSW
1353
Thompson Siegel & Walmsley
Virginia
$89K – – –
LFG
1354
Larson Financial Group
Missouri
$88K +$82.6K +427 +1,472%
QAM
1355
QCI Asset Management
New York
$84K +$11K +57 +15%
ETI
1356
Enterprise Trust & Investment
California
$82K -$44.7K -231 -35%
RWM
1357
Raffa Wealth Management
District of Columbia
$79.4K +$79.9K +413 New
RFWA
1358
RPg Family Wealth Advisory
Massachusetts
$79.2K – – –
TIM
1359
Tortoise Investment Management
New York
$79K – – –
AssetMark Inc
1360
AssetMark Inc
California
$78K -$65.2K -337 -45%
AWM
1361
AllSquare Wealth Management
New York
$75K – – –
SIAP
1362
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$75K – – –
EWM
1363
Elmwood Wealth Management
California
$74K – – –
GRP
1364
Global Retirement Partners
California
$74K +$3.48K +18 +5%
KFS
1365
Kelly Financial Services
Massachusetts
$73.3K – – –
ONST
1366
Old North State Trust
North Carolina
$69K -$9.1K -47 -12%
PFO
1367
Pathstone Family Office
New Jersey
$69K – – –
CH
1368
Canton Hathaway
Rhode Island
$68K -$2.9K -15 -4%
GWA
1369
Guidant Wealth Advisors
Illinois
$68K – – –
AIM
1370
Advantage Investment Management
Iowa
$68K +$1.94K +10 +3%
PCFFS
1371
Pacific Center for Financial Services
California
$67K – – –
PO
1372
Private Ocean
California
$66K – – –
TC
1373
Truvestments Capital
Florida
$66K – – –
GAM
1374
Gemmer Asset Management
California
$65K +$2.71K +14 +4%
WPA
1375
West Paces Advisors
Georgia
$64.6K – – –