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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
1426
Premier Path Wealth Partners
New Jersey
$801K -$33.5K -110 -4%
IFWM
1427
Institute for Wealth Management
Colorado
$799K – – –
Independent Financial Group
1428
Independent Financial Group
California
$793K +$75.5K +248 +10%
QWM
1429
Quadcap Wealth Management
Texas
$793K +$14.9K +49 +2%
CCP
1430
Clarkston Capital Partners
Michigan
$792K – – –
BWM
1431
Buckley Wealth Management
Nevada
$791K +$79.5K +261 +11%
FWA
1432
FSM Wealth Advisors
Ohio
$790K +$17.7K +58 +2%
SPA
1433
Sherbrooke Park Advisers
New York
$785K +$242K +794 +43%
SFGP
1434
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$785K +$2.13K +7 +0.3%
CBT
1435
CoreFirst Bank & Trust
Kansas
$784K -$54.8K -180 -6%
AWP
1436
Accretive Wealth Partners
New Jersey
$783K +$914 +3 +0.1%
AF
1437
Alerus Financial
North Dakota
$782K -$13.7K -45 -2%
CL
1438
CVFG LLC
Indiana
$781K -$11.6K -38 -1%
MSR
1439
Main Street Research
Connecticut
$780K -$57.6K -189 -7%
DMBA
1440
Deseret Mutual Benefit Administrators
Utah
$780K – – –
London Company of Virginia
1441
London Company of Virginia
Virginia
$777K – – –
First Eagle Investment Management
1442
First Eagle Investment Management
New York
$776K -$9.44K -31 -1%
WA
1443
Wealth Architects
California
$775K +$331K +1,086 +72%
FAIM
1444
Financial Advocates Investment Management
Washington
$774K -$658K -2,160 -45%
LC
1445
Lincoln Capital
Nebraska
$771K – – –
KMWM
1446
Keudell/Morrison Wealth Management
Oregon
$770K -$7.31K -24 -0.9%
AWM
1447
Aprio Wealth Management
Georgia
$767K +$282K +926 +56%
ERIC
1448
Eagle Rock Investment Company
Georgia
$765K – – –
BOM
1449
Bank of Marin
California
$763K +$3.96K +13 +0.5%
Meiji Yasuda Life Insurance
1450
Meiji Yasuda Life Insurance
Japan
$760K -$901K -2,957 -54%