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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
WBG
1501
Wharton Business Group
Pennsylvania
$560K – – –
VBCG
1502
Valley Brook Capital Group
Pennsylvania
$559K – – –
JIC
1503
Joel Isaacson & Co
New York
$558K -$13.8K -38 -3%
JFA
1504
JNBA Financial Advisors
Minnesota
$558K +$4.01K +11 +0.8%
VCM
1505
Virtue Capital Management
Tennessee
$556K -$465K -1,276 -49%
PWMG
1506
Prestige Wealth Management Group
New Jersey
$556K +$17.1K +47 +4%
MS
1507
Mizuho Securities
Japan
$555K -$14.6K -40 -3%
RCWM
1508
Royal Capital Wealth Management
Indiana
$555K +$488K +1,338 New
AI
1509
Accredited Investors
Minnesota
$554K +$2.55K +7 +0.5%
EH
1510
Equitable Holdings
New York
$553K +$96.2K +264 +25%
PSB
1511
Piscataqua Savings Bank
New Hampshire
$550K -$15.3K -42 -3%
FMII
1512
Farmers & Merchants Investments Inc
Nebraska
$549K +$21.1K +58 +5%
IF
1513
Insight Folios
North Carolina
$548K +$37.9K +104 +9%
SIC
1514
Sterling Investment Counsel
New York
$546K +$480K +1,318 New
MPI
1515
Mairs & Power Inc
Minnesota
$543K – – –
IWP
1516
Insight Wealth Partners
Texas
$542K – – –
PBO
1517
Peoples Bank (Ohio)
Ohio
$541K -$23.7K -65 -5%
BA
1518
Ballast Advisors
Minnesota
$541K – – –
RP
1519
Riverwater Partners
Wisconsin
$541K +$476K +1,305 New
Jones Financial Companies
1520
Jones Financial Companies
Missouri
$539K -$6.92K -19 -1%
WA
1521
Wealth Architects
California
$538K +$16.8K +46 +4%
AAS
1522
Annex Advisory Services
Wisconsin
$537K +$43.7K +120 +10%
BFG
1523
Barber Financial Group
Kansas
$536K +$20.4K +56 +5%
CFO
1524
CVA Family Office
Colorado
$535K +$244K +670 +108%
GWM
1525
Greenwich Wealth Management
Connecticut
$528K -$7.65K -21 -2%