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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
NRS
1401
Neville Rodie & Shaw
New York
$663K – – –
AWA
1402
Arkadios Wealth Advisors
Georgia
$660K +$121K +359 +22%
BZWA
1403
Blue Zone Wealth Advisors
California
$659K -$4.05K -12 -0.6%
MIP
1404
Marietta Investment Partners
Wisconsin
$659K – – –
WTA
1405
Washington Trust Advisors
Massachusetts
$657K +$341K +1,012 +108%
SDWMA
1406
Schneider Downs Wealth Management Advisors
Pennsylvania
$656K -$26.3K -78 -4%
UAML
1407
US Asset Management LLC
Pennsylvania
$653K – – –
GAMA
1408
Graticule Asia Macro Advisors
New York
$651K +$651K +1,930 New
IIC
1409
Integrated Investment Consultants
Michigan
$648K -$195K -579 -23%
FRM
1410
Fox Run Management
Connecticut
$646K +$647K +1,917 New
CCA
1411
Childress Capital Advisors
Texas
$645K +$177K +525 +38%
IF
1412
Intrua Financial
Texas
$644K -$3.71K -11 -0.6%
CBTWT
1413
Community Bank & Trust (Waco, Texas)
Texas
$643K -$25.3K -75 -4%
1W
1414
1776 Wealth
Georgia
$641K -$10.1K -30 -2%
WMC
1415
Westwood Management Corporation
Illinois
$641K – – –
OWP
1416
Obermeyer Wealth Partners
Colorado
$640K – – –
Fisher Asset Management
1417
Fisher Asset Management
Washington
$637K -$334K -989 -34%
MA
1418
MJP Associates
Connecticut
$636K +$70.5K +209 +12%
MCM
1419
Maryland Capital Management
Maryland
$635K -$77.6K -230 -11%
PTP
1420
Platform Technology Partners
New York
$635K -$22.3K -66 -3%
FWM
1421
Frontier Wealth Management
Missouri
$635K – – –
TFS
1422
Thoroughbred Financial Services
Tennessee
$635K +$327K +971 +106%
BCMO
1423
Buckingham Capital Management (Ohio)
Ohio
$632K -$37.8K -112 -6%
SFS
1424
Security Financial Services
Indiana
$632K +$49.9K +148 +9%
FBFS
1425
First Business Financial Services
Wisconsin
$632K +$66.1K +196 +12%