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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
RCA
1451
Roberts Capital Advisors
Colorado
$851K +$895K +2,455 New
MAM
1452
Marotta Asset Management
Virginia
$851K – – –
Circle Wealth Management
1453
Circle Wealth Management
New Jersey
$845K +$117K +321 +15%
DWG
1454
Darden Wealth Group
Michigan
$843K -$10.2K -28 -1%
WTB
1455
Washington Trust Bank
Washington
$842K +$106K +291 +14%
North Star Asset Management
1456
North Star Asset Management
Wisconsin
$841K -$72.9K -200 -8%
PCP
1457
Proficio Capital Partners
Massachusetts
$838K +$95.9K +263 +12%
RFG
1458
Range Financial Group
Oregon
$836K +$25.1K +69 +3%
BMM
1459
Buffington Mohr McNeal
Idaho
$835K -$24.1K -66 -3%
CCG
1460
Catalina Capital Group
California
$832K +$446K +1,223 +104%
KAM
1461
Knightsbridge Asset Management
California
$830K – – –
Robertson Stephens Wealth Management
1462
Robertson Stephens Wealth Management
California
$830K +$156K +427 +22%
LWL
1463
Leo Wealth LLC
Texas
$821K +$48.5K +133 +6%
SPWG
1464
Syntegra Private Wealth Group
Missouri
$817K -$364 -1 -0%
JCM
1465
Jacobi Capital Management
Pennsylvania
$816K -$102K -280 -11%
NCM
1466
NCM Capital Management
New Jersey
$812K -$5.1K -14 -0.6%
AAM
1467
Aureus Asset Management
Massachusetts
$809K +$16.8K +46 +2%
ARG
1468
Advisory Resource Group
Oklahoma
$808K +$113K +311 +15%
DMBA
1469
Deseret Mutual Benefit Administrators
Utah
$806K +$86.4K +237 +11%
WA
1470
Wambolt & Associates
Colorado
$805K -$562K -1,541 -39%
AIM
1471
Alhambra Investment Management
Florida
$800K – – –
SFS
1472
Security Financial Services
Indiana
$800K +$26.2K +72 +3%
HA
1473
Harfst & Associates
Wyoming
$798K -$1.55M -4,246 -65%
Balyasny Asset Management
1474
Balyasny Asset Management
Illinois
$798K +$839K +2,301 New
SIG
1475
Spinnaker Investment Group
California
$796K -$364 -1 -0%