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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
GFA
1401
Gallagher Fiduciary Advisors
Illinois
$273K +$381K +2,192 New
IB
1402
Intrust Bank
Kansas
$273K -$484K -2,787 -56%
ML
1403
McAdam LLC
Pennsylvania
$273K -$147K -846 -28%
SF
1404
Symphony Financial
Texas
$273K +$57.1K +329 +18%
CWA
1405
Canvas Wealth Advisors
Kansas
$272K +$379K +2,185 New
ICP
1406
Interchange Capital Partners
Pennsylvania
$272K +$237K +1,367 +167%
GFG
1407
Goldstone Financial Group
Illinois
$272K -$11.6K -67 -3%
GWMR
1408
GC Wealth Management RIA
Massachusetts
$271K -$121K -699 -24%
GGA
1409
Granite Group Advisors
Connecticut
$270K -$612K -3,525 -62%
DE
1410
Diversified Enterprises
Delaware
$269K +$5.55K +32 +2%
BAM
1411
Broyhill Asset Management
North Carolina
$269K -$733K -4,225 -66%
GWA
1412
Gratus Wealth Advisors
Virginia
$268K -$8.33K -48 -2%
JIC
1413
Joel Isaacson & Co
New York
$268K +$1.04K +6 +0.3%
FFN
1414
Focus Financial Network
Minnesota
$267K -$83.3K -480 -18%
GA
1415
Goldstein Advisors
Wisconsin
$266K +$371K +2,136 New
PCMF
1416
Private Capital Management (Florida)
Florida
$265K
KA
1417
Klingman & Associates
New York
$265K +$78.3K +451 +27%
AIC
1418
Argus Investors Counsel
New York
$263K +$367K +2,115 New
PWM
1419
Prentice Wealth Management
New York
$263K -$4.69K -27 -1%
FFS
1420
Flavin Financial Services
Florida
$262K +$366K +2,108 New
BWM
1421
Baron Wealth Management
Michigan
$261K +$364K +2,099 New
BWM
1422
BlackDiamond Wealth Management
New York
$259K +$253K +1,455 New
TCOTS
1423
Trust Company of the South
North Carolina
$258K -$192K -1,105 -35%
APWM
1424
Argonautica Private Wealth Management
Massachusetts
$257K -$1.75M -10,074 -83%
GL
1425
Gerber LLC
Ohio
$256K