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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
DACG
1476
Donor Advised Charitable Giving
California
$401K -$190K -583 -32%
WA
1477
Wealth Architects
California
$400K +$25K +77 +7%
SCM
1478
Stonebridge Capital Management
California
$399K
MA
1479
Mutual Advisors
Nebraska
$397K +$11.1K +34 +3%
BFG
1480
Barber Financial Group
Kansas
$396K +$47.2K +145 +13%
AFM
1481
Andesa Financial Management
Pennsylvania
$394K -$152K -466 -27%
WC
1482
Westhampton Capital
North Carolina
$390K
IF
1483
Insight Folios
North Carolina
$390K +$396K +1,218 New
MFG
1484
Menard Financial Group
Texas
$384K -$1.63K -5 -0.4%
IPW
1485
IronBridge Private Wealth
Texas
$384K +$651 +2 +0.2%
DA
1486
DCM Advisors
New York
$384K +$390K +1,200 New
PCA
1487
Pallas Capital Advisors
Massachusetts
$382K -$1.95K -6 -0.6%
WCWM
1488
Willow Creek Wealth Management
California
$382K
PFSC
1489
Peoples Financial Services Corp
Pennsylvania
$381K
WA
1490
Waverly Advisors
Alabama
$381K +$32.9K +101 +11%
IP
1491
Innovative Portfolios
Indiana
$380K -$36.4K -112 -11%
SAM
1492
Strategy Asset Managers
California
$379K +$325 +1 +0.1%
CRCM
1493
Corbett Road Capital Management
Virginia
$378K -$8.78K -27 -2%
AF
1494
Allworth Financial
California
$378K +$289K +888 +302%
AAS
1495
Annex Advisory Services
Wisconsin
$377K -$22.8K -70 -6%
AIM
1496
Axiom Investment Management
New York
$377K -$21.1K -65 -5%
SCA
1497
Sage Capital Advisors
South Dakota
$376K
SPI
1498
Santori & Peters Inc
Pennsylvania
$375K
EWM
1499
Elite Wealth Management
Washington
$374K +$8.78K +27 +2%
CWP
1500
Curated Wealth Partners
California
$373K