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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1451
Marotta Asset Management
Virginia
$851K
CWM
1452
Circle Wealth Management
New Jersey
$845K +$117K +321 +15%
DWG
1453
Darden Wealth Group
Michigan
$843K -$10.2K -28 -1%
WTB
1454
Washington Trust Bank
Washington
$842K +$106K +291 +14%
NSAM
1455
North Star Asset Management
Wisconsin
$841K -$72.9K -200 -8%
PCP
1456
Proficio Capital Partners
Massachusetts
$838K +$95.9K +263 +12%
RFG
1457
Range Financial Group
Oregon
$836K +$25.1K +69 +3%
BMM
1458
Buffington Mohr McNeal
Idaho
$835K -$24.1K -66 -3%
CCG
1459
Catalina Capital Group
California
$832K +$446K +1,223 +104%
KAM
1460
Knightsbridge Asset Management
California
$830K
RSWM
1461
Robertson Stephens Wealth Management
California
$830K +$156K +427 +22%
LWL
1462
Leo Wealth LLC
Texas
$821K +$48.5K +133 +6%
SPWG
1463
Syntegra Private Wealth Group
Missouri
$817K -$364 -1 -0%
JCM
1464
Jacobi Capital Management
Pennsylvania
$816K -$102K -280 -11%
NCM
1465
NCM Capital Management
New Jersey
$812K -$5.1K -14 -0.6%
AAM
1466
Aureus Asset Management
Massachusetts
$809K +$16.8K +46 +2%
ARG
1467
Advisory Resource Group
Oklahoma
$808K +$113K +311 +15%
DMBA
1468
Deseret Mutual Benefit Administrators
Utah
$806K +$86.4K +237 +11%
WA
1469
Wambolt & Associates
Colorado
$805K -$562K -1,541 -39%
AIM
1470
Alhambra Investment Management
Florida
$800K
SFS
1471
Security Financial Services
Indiana
$800K +$26.2K +72 +3%
HA
1472
Harfst & Associates
Wyoming
$798K -$1.55M -4,246 -65%
Balyasny Asset Management
1473
Balyasny Asset Management
Illinois
$798K +$839K +2,301 New
SIG
1474
Spinnaker Investment Group
California
$796K -$364 -1 -0%
WA1
1475
Wimmer Associates 1
California
$795K +$5.47K +15 +0.7%