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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
WPA
1426
West Paces Advisors
Georgia
$256K -$10.6K -61 -3%
LPT
1427
Legacy Private Trust
Wisconsin
$255K -$351K -2,020 -50%
3IP
1428
3Chopt Investment Partners
Virginia
$254K +$138K +793 +64%
HBT
1429
Heartland Bank & Trust
Illinois
$253K -$36.6K -211 -9%
AF
1430
Advisornet Financial
Minnesota
$253K +$20.7K +119 +6%
TPA
1431
Trivium Point Advisory
Connecticut
$253K +$52.1K +300 +17%
CJ
1432
Caitlin John
Michigan
$252K +$69.8K +402 +25%
RI
1433
Rinkey Investments
California
$252K -$128K -738 -27%
LAM
1434
Lifestyle Asset Management
Texas
$251K +$350K +2,018 New
CA
1435
Continuum Advisory
Idaho
$251K +$172K +993 +97%
WC
1436
Waterloo Capital
Texas
$250K -$79K -455 -18%
GWM
1437
Greenwich Wealth Management
Connecticut
$250K +$49.3K +284 +16%
RWA
1438
River Wealth Advisors
Pennsylvania
$250K -$12.9M -74,197 -97%
MCM
1439
Magnolia Capital Management
New York
$249K -$9.2K -53 -3%
EHWM
1440
Eads & Heald Wealth Management
Georgia
$249K -$39.1K -225 -10%
BSI
1441
Bennett Selby Investments
Maine
$249K -$1.04K -6 -0.3%
KLWA
1442
Kelly Lawrence W & Associates
California
$249K +$330K +1,900 +1,900%
LCS
1443
Levin Capital Strategies
New York
$249K +$347K +2,000 New
BMWM
1444
Brown Miller Wealth Management
Virginia
$247K -$1.8M -10,357 -84%
PW
1445
PUREfi Wealth
Massachusetts
$246K -$51.4K -296 -13%
WA
1446
Wealth Architects
California
$246K +$15.1K +87 +5%
EWS
1447
Evergreen Wealth Solutions
Pennsylvania
$245K +$239K +1,375 New
BPW
1448
Bingham Private Wealth
California
$245K +$341K +1,967 New
PWG
1449
Portside Wealth Group
Utah
$245K -$1.41M -8,117 -81%
FMLI
1450
Fukoku Mutual Life Insurance
Japan
$245K