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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
IPW
1476
IronBridge Private Wealth
Texas
$353K +$286 +1 +0.1%
GCP
1477
GSA Capital Partners
United Kingdom
$353K +$343K +1,199 New
WCWM
1478
Willow Creek Wealth Management
California
$352K
PP
1479
PDS Planning
Ohio
$352K +$342K +1,193 New
SWM
1480
Soundmark Wealth Management
Washington
$351K -$34.4K -120 -9%
PFSC
1481
Peoples Financial Services Corp
Pennsylvania
$351K -$7.16K -25 -2%
CG
1482
Clarus Group
Texas
$350K +$321K +1,121 New
SAM
1483
Strategy Asset Managers
California
$348K +$15.2K +53 +5%
SB
1484
Strategic Blueprint
Georgia
$348K +$338K +1,181 New
CWS
1485
Cypress Wealth Services
California
$347K +$17.8K +62 +6%
SPI
1486
Santori & Peters Inc
Pennsylvania
$346K
WA
1487
Wealth Architects
California
$346K +$76.2K +266 +29%
CWP
1488
Curated Wealth Partners
California
$344K -$8.88K -31 -3%
PWMG
1489
Prestige Wealth Management Group
New Jersey
$343K -$10.6K -37 -3%
HC
1490
Hamilton Capital
Ohio
$343K
1WA
1491
180 Wealth Advisors
Washington
$342K +$306K +1,067 New
SIM
1492
SSI Investment Management
California
$340K -$1.72K -6 -0.5%
Jones Financial Companies
1493
Jones Financial Companies
Missouri
$338K -$24.6K -86 -7%
SNT
1494
Security National Trust
West Virginia
$338K
RWB
1495
RMR Wealth Builders
New Jersey
$336K -$36.7K -128 -10%
PCA
1496
Pallas Capital Advisors
Massachusetts
$336K +$304K +1,062 New
AWC
1497
Abundance Wealth Counselors
Pennsylvania
$334K -$743K -2,596 -70%
AWA
1498
Arete Wealth Advisors
Illinois
$331K +$101K +354 +11%
PGA
1499
Portland Global Advisors
Maine
$329K -$23.8K -83 -7%
BFC
1500
Bedel Financial Consulting
Indiana
$328K -$4.01K -14 -1%