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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
CL
1451
CVFG LLC
Indiana
$954K +$977K +2,713 New
AF
1452
Alerus Financial
North Dakota
$949K -$38.2K -106 -4%
DTL
1453
Dynamic Technology Lab
Singapore
$947K +$969K +2,691 New
RC
1454
Reik & Co
New York
$946K
PFG
1455
Prosperity Financial Group
California
$944K -$114K -316 -11%
IFWM
1456
Institute for Wealth Management
Colorado
$941K -$12.2K -34 -1%
ARMT
1457
Amica Retiree Medical Trust
Rhode Island
$938K -$83.5K -232 -8%
SB
1458
Strategic Blueprint
Georgia
$937K -$48.6K -135 -5%
Simplex Trading
1459
Simplex Trading
Illinois
$937K +$959K +2,665 New
CFP
1460
Catalyst Financial Partners
Massachusetts
$936K +$79.6K +221 +9%
First Eagle Investment Management
1461
First Eagle Investment Management
New York
$934K -$5.04K -14 -0.5%
QFA
1462
Quantum Financial Advisors
California
$929K +$34.2K +95 +4%
CWM
1463
Challenger Wealth Management
California
$928K +$949K +2,637 New
BSI
1464
Bennett Selby Investments
Maine
$927K +$3.96K +11 +0.4%
SFGP
1465
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$926K +$947K +2,632 New
CFG
1466
Chapman Financial Group
Hawaii
$926K +$947K +2,631 New
NB
1467
Nicolet Bankshares
Wisconsin
$925K +$492K +1,368 +108%
CCG
1468
Catalina Capital Group
California
$921K +$37.4K +104 +4%
DFG
1469
Delta Financial Group
New Jersey
$918K
IP
1470
Intellectus Partners
California
$917K -$5.4K -15 -0.6%
PW
1471
PUREfi Wealth
Massachusetts
$917K +$938K +2,605 New
KMWM
1472
Keudell/Morrison Wealth Management
Oregon
$916K -$1.08K -3 -0.1%
LCOV
1473
London Company of Virginia
Virginia
$915K
GWMR
1474
GC Wealth Management RIA
Massachusetts
$911K -$954K -2,650 -51%
SIM
1475
Sentry Investment Management
Wisconsin
$909K -$151K -420 -14%