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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1351
Ameritas Advisory Services
Nebraska
$852K +$749K +2,054 New
GAM
1352
Gould Asset Management
California
$850K +$76.5K +210 +11%
WB
1353
Webster Bank
Connecticut
$848K +$48.1K +132 +7%
FWCM
1354
Ferguson Wellman Capital Management
Oregon
$848K +$73.3K +201 +11%
SDWMA
1355
Schneider Downs Wealth Management Advisors
Pennsylvania
$839K -$3.65K -10 -0.5%
WDL
1356
Well Done LLC
Michigan
$833K -$64.5K -177 -8%
TCOT
1357
Trust Company of Toledo
Ohio
$833K -$3.65K -10 -0.5%
IEFM
1358
IQ EQ Fund Management
Ireland
$830K -$878K -2,409 -55%
SSWG
1359
Seven Springs Wealth Group
Tennessee
$830K -$689K -1,891 -49%
SIG
1360
Spinnaker Investment Group
California
$830K +$879K +2,413 New
XT
1361
XTX Topco
Cayman Islands
$827K +$727K +1,996 New
AF
1362
Advisornet Financial
Minnesota
$824K +$34.6K +95 +5%
RIA
1363
Regal Investment Advisors
Michigan
$824K +$51.8K +142 +8%
BCMO
1364
Buckingham Capital Management (Ohio)
Ohio
$823K -$13.8K -38 -2%
FW
1365
FirstPurpose Wealth
Utah
$823K +$724K +1,986 New
CBTWT
1366
Community Bank & Trust (Waco, Texas)
Texas
$822K
OFG
1367
Omega Financial Group
California
$820K
BZWA
1368
Blue Zone Wealth Advisors
California
$815K -$1.09M -2,992 -60%
LFA
1369
Legacy Financial Advisors
Kentucky
$812K +$89.7K +246 +14%
MIP
1370
Marietta Investment Partners
Wisconsin
$810K
PTP
1371
Platform Technology Partners
New York
$808K +$5.1K +14 +0.7%
KA
1372
Kovack Advisors
Florida
$806K -$403K -1,105 -36%
NRS
1373
Neville Rodie & Shaw
New York
$806K -$91.1K -250 -11%
FWM
1374
Frontier Wealth Management
Missouri
$805K -$7.29K -20 -1%
UAML
1375
US Asset Management LLC
Pennsylvania
$803K -$1.09K -3 -0.2%