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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1476
Beacon Financial Advisory
Ohio
$516K +$546K +2,093 New
WCM
1477
Whitener Capital Management
North Carolina
$515K +$15.9K +61 +3%
PMSA
1478
Patrick M. Sweeney & Associates
Illinois
$515K +$9.91K +38 +2%
HFO
1479
Heritage Family Offices
Arizona
$514K -$1.06M -4,076 -66%
WEG
1480
World Equity Group
Illinois
$512K +$542K +2,078 New
Wedmont Private Capital
1481
Wedmont Private Capital
Pennsylvania
$511K -$635K -2,437 -55%
IAIM
1482
International Assets Investment Management
Florida
$511K – – –
GL
1483
Gerber LLC
Ohio
$508K – – –
OFG
1484
Oxford Financial Group
Indiana
$507K +$62.1K +238 +13%
AP
1485
Appleton Partners
Massachusetts
$505K -$27.4K -105 -5%
SFA
1486
Souders Financial Advisors
Ohio
$505K -$19.3K -74 -3%
BDL
1487
Bey-Douglas LLC
Georgia
$503K -$4.97M -19,067 -90%
CWM
1488
Cornerstone Wealth Management
Missouri
$502K -$66.5K -255 -11%
PWM
1489
Prentice Wealth Management
New York
$502K +$54.2K +208 +11%
RCM
1490
Requisite Capital Management
Texas
$501K +$529K +2,030 New
CPWA
1491
Cerro Pacific Wealth Advisors
California
$500K -$33.9K -130 -6%
BOM
1492
Bank of Marin
California
$499K -$138K -528 -21%
Element Capital Management
1493
Element Capital Management
New York
$499K +$527K +2,023 New
Sigma Planning Corp
1494
Sigma Planning Corp
Michigan
$499K -$126K -482 -19%
OWA
1495
Outlook Wealth Advisors
Texas
$497K -$1.82K -7 -0.3%
OWCM
1496
One Wealth Capital Management
Arizona
$497K -$22.7K -87 -4%
MCM
1497
Magnolia Capital Management
New York
$496K – – –
CASB
1498
Cape Ann Savings Bank
Massachusetts
$494K -$536K -2,055 -51%
SPWG
1499
Sage Private Wealth Group
Illinois
$494K +$140K +535 +36%
CFSG
1500
Clark Financial Services Group
Missouri
$494K +$80K +307 +18%