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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
SNT
1501
Security National Trust
West Virginia
$338K – – –
EWM
1502
Elite Wealth Management
Washington
$337K +$327K +1,142 New
RWB
1503
RMR Wealth Builders
New Jersey
$336K -$36.7K -128 -10%
PCA
1504
Pallas Capital Advisors
Massachusetts
$336K +$304K +1,062 New
AWC
1505
Abundance Wealth Counselors
Pennsylvania
$334K -$743K -2,596 -70%
AWA
1506
Arete Wealth Advisors
Illinois
$331K +$101K +354 +11%
PGA
1507
Portland Global Advisors
Maine
$329K -$23.8K -83 -7%
BFC
1508
Bedel Financial Consulting
Indiana
$328K -$4.01K -14 -1%
CCC
1509
Crescent Capital Consulting
Louisiana
$326K – – –
BRWM
1510
B. Riley Wealth Management
Tennessee
$323K +$5.15K +18 +2%
PTC
1511
Philadelphia Trust Company
Pennsylvania
$323K +$313K +1,094 New
BFG
1512
Barber Financial Group
Kansas
$322K +$28.1K +98 +10%
NEPPG
1513
New England Professional Planning Group
Rhode Island
$321K – – –
QCM
1514
Quest Capital Management
Texas
$320K -$2K -7 -0.6%
DI
1515
DFPG Investments
Utah
$319K -$18.3K -64 -6%
WIA
1516
World Investment Advisors
California
$319K – – –
TFF
1517
The Family Firm
Maryland
$317K +$286 +1 +0.1%
Financial Engines Advisors
1518
Financial Engines Advisors
California
$317K +$46.7K +163 +18%
QCIG
1519
Quad-Cities Investment Group
Iowa
$315K +$12K +42 +4%
AP
1520
Americana Partners
Texas
$314K +$347K +1,212 New
HWA
1521
Heritage Wealth Advisors
Virginia
$314K -$707K -2,470 -70%
ED
1522
Exane Derivatives
France
$313K – – –
BSB
1523
Bangor Savings Bank
Maine
$312K – – –
KFP
1524
Keystone Financial Planning
Ohio
$310K +$302K +1,053 New
LJHT
1525
Laurie J. Hall Trustee
$309K -$28.6K -100 -9%