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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
1351
Moloney Securities Asset Management
Missouri
$600K -$12K -37 -2%
IP
1352
Investment Partners
Ohio
$599K +$64.7K +199 +12%
AP
1353
Americana Partners
Texas
$598K +$214K +659 +54%
MOS
1354
MGO One Seven
Ohio
$596K +$69K +212 +15%
CIC
1355
Chilton Investment Company
Connecticut
$595K – – –
RIA
1356
Regal Investment Advisors
Michigan
$591K +$65.7K +202 +12%
FWCM
1357
Ferguson Wellman Capital Management
Oregon
$590K +$6.51K +20 +1%
OWP
1358
Obermeyer Wealth Partners
Colorado
$590K +$54.6K +168 +10%
GAM
1359
Gould Asset Management
California
$589K -$1.63K -5 -0.3%
MWPCG
1360
Measured Wealth Private Client Group
New Hampshire
$588K +$134K +411 +29%
MIM
1361
Miller Investment Management
Pennsylvania
$586K – – –
CFA
1362
Capstone Financial Advisors
Illinois
$583K +$202K +621 +52%
WIA
1363
World Investment Advisors
California
$583K +$241K +740 +68%
MGAM
1364
McGowan Group Asset Management
Texas
$581K – – –
AIP
1365
Almanack Investment Partners
Pennsylvania
$577K -$3.58K -11 -0.6%
PGIM
1366
Pacific Global Investment Management
California
$577K – – –
BOC
1367
Barbara Oil Co
Illinois
$576K – – –
PC
1368
Pecaut & Co
Iowa
$576K – – –
IDBONY
1369
Israel Discount Bank of New York
New York
$575K +$584K +1,796 New
ACM
1370
AUA Capital Management
Pennsylvania
$570K – – –
NEAM
1371
New England Asset Management
Connecticut
$569K – – –
RSWM
1372
Robertson Stephens Wealth Management
California
$568K +$14.3K +44 +3%
SFA
1373
Sequoia Financial Advisors
Ohio
$563K -$2.57M -7,910 -82%
IDA
1374
Intelligence Driven Advisers
California
$560K -$163K -500 -23%
PA
1375
Procyon Advisors
Connecticut
$560K +$73.8K +227 +15%