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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
EI
1351
Ellevest Inc
New York
$612K +$63.1K +210 +11%
TCM
1352
Triumph Capital Management
Colorado
$610K +$108K +360 +20%
BIAS
1353
Beacon Investment Advisory Services
New Jersey
$609K -$46.9K -156 -7%
CCA
1354
Cobblestone Capital Advisors
New York
$609K – – –
WA1
1355
Wimmer Associates 1
California
$609K +$13.5K +45 +2%
GWA
1356
GGM Wealth Advisors
Maryland
$602K – – –
LB
1357
Legacy Bridge
Iowa
$601K -$105K -350 -14%
LF
1358
Lantz Financial
Illinois
$599K -$3K -10 -0.5%
WFI
1359
West Family Investments
California
$599K +$96.5K +321 +17%
AFP
1360
Ausdal Financial Partners
Iowa
$594K -$2.7K -9 -0.4%
EH
1361
Equitable Holdings
New York
$594K +$233K +776 +57%
FWCM
1362
Ferguson Wellman Capital Management
Oregon
$593K – – –
NS
1363
Newman & Schimel
Illinois
$591K – – –
WIA
1364
World Investment Advisors
California
$590K +$61.9K +206 +12%
ESCM
1365
Echo Street Capital Management
New York
$589K -$260K -864 -29%
AA
1366
Addison Advisors
Vermont
$587K -$148K -493 -19%
RIA
1367
Regal Investment Advisors
Michigan
$587K +$12.9K +43 +2%
PIM
1368
Perpetual Investment Management
Australia
$585K +$90.1K +300 +17%
WEG
1369
World Equity Group
Illinois
$583K +$12.6K +42 +2%
LFA
1370
Legacy Financial Advisors
Kentucky
$581K +$23.1K +77 +4%
FNBOSM
1371
First National Bank of South Miami
Florida
$579K – – –
MGWM
1372
Marks Group Wealth Management
Minnesota
$578K -$7.51K -25 -1%
ACM
1373
AUA Capital Management
Pennsylvania
$578K – – –
CGA
1374
Crescent Grove Advisors
Illinois
$573K -$123K -410 -17%
GCM
1375
Gladius Capital Management
Illinois
$572K +$618K +2,058 New