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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1401
Curated Wealth Partners
California
$938K +$52.9K +164 +7%
NSIM
1402
North Star Investment Management
Illinois
$936K
GWMR
1403
GC Wealth Management RIA
Massachusetts
$935K +$859K +2,664 New
AWE
1404
Avidian Wealth Enterprises
Texas
$930K -$21.9K -68 -3%
ERIC
1405
Eagle Rock Investment Company
Georgia
$930K -$9.99K -31 -1%
BSI
1406
Bennett Selby Investments
Maine
$927K
JCM
1407
Jacobi Capital Management
Pennsylvania
$925K -$43.2K -134 -5%
MGAM
1408
McGowan Group Asset Management
Texas
$923K
HEIP
1409
Hudson Edge Investment Partners
New Jersey
$923K
JSW
1410
Journey Strategic Wealth
New Jersey
$923K +$356K +1,103 +72%
EFG
1411
Everhart Financial Group
Ohio
$922K +$150K +466 +22%
NSAM
1412
North Star Asset Management
Wisconsin
$921K -$2.58K -8 -0.3%
NB
1413
NBT Bank
New York
$914K +$218K +676 +35%
CWM
1414
Concentric Wealth Management
California
$912K
Citadel Advisors
1415
Citadel Advisors
Florida
$906K +$281K +873 +51%
LCOV
1416
London Company of Virginia
Virginia
$901K -$313K -970 -27%
CIC
1417
Chilton Investment Company
Connecticut
$900K
BAM
1418
Belpointe Asset Management
Nevada
$900K -$38K -118 -4%
SAM
1419
Smartleaf Asset Management
Massachusetts
$897K +$829K +2,571 New
BWM
1420
BNC Wealth Management
Oregon
$892K -$11.9K -37 -1%
3IP
1421
3Chopt Investment Partners
Virginia
$889K +$816K +2,532 New
MM
1422
MQS Management
New York
$888K +$816K +2,530 New
OM
1423
OV Management
Minnesota
$887K +$815K +2,529 New
TA
1424
Tectonic Advisors
Texas
$887K +$5.16K +16 +0.6%
TIMH
1425
Tilt Investment Management Holdings
New York
$886K -$308K -955 -27%