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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
1476
Main Street Financial Solutions
Pennsylvania
$362K – – –
WC
1477
Westhampton Capital
North Carolina
$360K – – –
CRCM
1478
Corbett Road Capital Management
Virginia
$357K +$346K +1,210 New
PBO
1479
Peoples Bank (Ohio)
Ohio
$356K -$56.1K -196 -14%
MA
1480
Mutual Advisors
Nebraska
$356K +$110K +385 +47%
MFG
1481
Menard Financial Group
Texas
$355K +$81.6K +285 +31%
CFA
1482
Capstone Financial Advisors
Illinois
$354K +$8.88K +31 +3%
IPW
1483
IronBridge Private Wealth
Texas
$353K +$286 +1 +0.1%
GCP
1484
GSA Capital Partners
United Kingdom
$353K +$343K +1,199 New
WCWM
1485
Willow Creek Wealth Management
California
$352K – – –
PP
1486
PDS Planning
Ohio
$352K +$342K +1,193 New
SWM
1487
Soundmark Wealth Management
Washington
$351K -$34.4K -120 -9%
PFSC
1488
Peoples Financial Services Corp
Pennsylvania
$351K -$7.16K -25 -2%
CG
1489
Clarus Group
Texas
$350K +$321K +1,121 New
SAM
1490
Strategy Asset Managers
California
$348K +$15.2K +53 +5%
SB
1491
Strategic Blueprint
Georgia
$348K +$338K +1,181 New
CWS
1492
Cypress Wealth Services
California
$347K +$17.8K +62 +6%
SPI
1493
Santori & Peters Inc
Pennsylvania
$346K – – –
WA
1494
Wealth Architects
California
$346K +$76.2K +266 +29%
CWP
1495
Curated Wealth Partners
California
$344K -$8.88K -31 -3%
PWMG
1496
Prestige Wealth Management Group
New Jersey
$343K -$10.6K -37 -3%
HC
1497
Hamilton Capital
Ohio
$343K – – –
1WA
1498
180 Wealth Advisors
Washington
$342K +$306K +1,067 New
SIM
1499
SSI Investment Management
California
$340K -$1.72K -6 -0.5%
Jones Financial Companies
1500
Jones Financial Companies
Missouri
$338K -$24.6K -86 -7%