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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
RP
1351
Raelipskie Partnership
Ontario, Canada
$972K +$141K +460 +17%
CWM
1352
Concentric Wealth Management
California
$971K -$5.82K -19 -0.6%
CIM
1353
Caldwell Investment Management
Ontario, Canada
$969K +$980K +3,200 New
CWS
1354
Confluence Wealth Services
Pennsylvania
$968K +$277K +903 +39%
ADIM
1355
Alpha DNA Investment Management
Maryland
$968K +$168K +547 +21%
NAM
1356
NTV Asset Management
West Virginia
$964K -$234K -765 -19%
ARG
1357
Advisory Resource Group
Oklahoma
$963K +$259K +845 +36%
Los Angeles Capital Management
1358
Los Angeles Capital Management
California
$954K -$35.6M -116,342 -97%
EWA
1359
Encompass Wealth Advisors
Oregon
$953K -$204K -667 -18%
FHB
1360
First Hawaiian Bank
Hawaii
$948K -$857K -2,797 -47%
AP
1361
Americana Partners
Texas
$948K +$104K +341 +12%
LC
1362
Lincoln Capital
Nebraska
$942K +$7.96K +26 +0.8%
ADL
1363
Asset Dedication LLC
California
$940K -$3.68K -12 -0.4%
AIM
1364
Aigen Investment Management
New York
$937K +$946K +3,089 New
PG
1365
Patten Group
Tennessee
$933K +$144K +470 +18%
PWP
1366
Phillips Wealth Planners
Mississippi
$931K +$203K +663 +27%
WAG
1367
Wallace Advisory Group
California
$930K -$85.2K -278 -8%
CPWA
1368
Cerro Pacific Wealth Advisors
California
$928K +$937K +3,059 New
OWMIAS
1369
One Wealth Management Investment & Advisory Services
Florida
$925K +$10.1K +33 +1%
MFC
1370
Mechanics Financial Corp
Ohio
$924K +$23.6K +77 +3%
FA
1371
Faithward Advisors
Pennsylvania
$924K +$58.2K +190 +7%
ATC
1372
Adirondack Trust Company
New York
$919K -$7.96K -26 -0.9%
ERIM
1373
Eagle Ridge Investment Management
Connecticut
$913K – – –
SIM
1374
Sentry Investment Management
Wisconsin
$911K -$93.1K -304 -9%
CCM
1375
Crew Capital Management
Ohio
$911K +$93.1K +304 +11%