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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
AI
1451
Accredited Investors
Minnesota
$367K – – –
TSS
1452
Two Sigma Securities
New York
$367K +$344K +1,329 New
FMII
1453
Farmers & Merchants Investments Inc
Nebraska
$366K – – –
PMFA
1454
Plante Moran Financial Advisors
Michigan
$366K +$281K +1,089 +459%
DWM
1455
Darwin Wealth Management
Florida
$365K -$92.3K -357 -21%
BMO
1456
Beck Mack & Oliver
New York
$364K – – –
MPI
1457
Mairs & Power Inc
Minnesota
$362K – – –
EI
1458
Ellevest Inc
New York
$362K +$23.3K +90 +7%
SWM
1459
Soundmark Wealth Management
Washington
$361K -$33.1K -128 -9%
BA
1460
Ballast Advisors
Minnesota
$361K – – –
AWA
1461
Aaron Wealth Advisors
Illinois
$358K -$12.9K -50 -4%
ICG
1462
InterOcean Capital Group
Tennessee
$355K +$5.95K +23 +2%
SCM
1463
Stevens Capital Management
Pennsylvania
$352K -$4.02M -15,537 -92%
OIA
1464
Optimum Investment Advisors
Illinois
$352K – – –
RWB
1465
RMR Wealth Builders
New Jersey
$350K – – –
NONA
1466
Ninety One North America
New York
$347K – – –
NICM
1467
Neo Ivy Capital Management
New York
$345K -$287K -1,110 -47%
IWS
1468
Insight Wealth Strategies
California
$345K -$3.1K -12 -1%
SCM
1469
Stonebridge Capital Management
California
$345K – – –
AIM
1470
Axiom Investment Management
New York
$344K -$1.57M -6,064 -83%
AAS
1471
Annex Advisory Services
Wisconsin
$344K – – –
Jones Financial Companies
1472
Jones Financial Companies
Missouri
$341K -$55.6K -215 -15%
PP
1473
Patron Partners
Texas
$341K -$16.3K -63 -5%
5L
1474
55I LLC
Massachusetts
$341K +$14K +54 +5%
AFAS
1475
Acorn Financial Advisory Services
Virginia
$339K -$19.6K -76 -6%