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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1501
EPG Wealth Management
Georgia
$685K -$639K -2,085 Closed
CBTWT
1502
Community Bank & Trust (Waco, Texas)
Texas
$683K -$1.53K -5 -0.2%
SSWG
1503
Seven Springs Wealth Group
Tennessee
$683K – – –
UCB
1504
United Community Bank
South Carolina
$682K -$490K -1,600 -42%
TA
1505
Tectonic Advisors
Texas
$678K -$89.4K -292 -12%
MIS
1506
Morningstar Investment Services
Illinois
$678K +$30.9K +101 +5%
SWA
1507
SFMG Wealth Advisors
Texas
$677K -$165K -539 -19%
BFA
1508
Brown Financial Advisors
Ohio
$675K +$681K +2,224 New
TIM
1509
Tevis Investment Management
Texas
$674K +$37.1K +121 +6%
GAM
1510
Gould Asset Management
California
$673K – – –
CFP
1511
Catalyst Financial Partners
Massachusetts
$668K -$11K -36 -2%
IFWM
1512
Institute for Wealth Management
Colorado
$668K +$52.1K +170 +8%
NFC
1513
Northeast Financial Consultants
Connecticut
$668K – – –
CCG
1514
Catalina Capital Group
California
$667K -$61.9K -202 -8%
AWP
1515
Accretive Wealth Partners
New Jersey
$662K -$3.06K -10 -0.5%
Financial Engines Advisors
1516
Financial Engines Advisors
California
$660K +$418K +1,364 +168%
WA
1517
Wambolt & Associates
Colorado
$656K -$63.7K -208 -9%
HA
1518
Harfst & Associates
Wyoming
$649K -$50.2K -164 -7%
JE
1519
JMAC Enterprises
Pennsylvania
$649K -$29.4K -96 -4%
CCA
1520
Cobblestone Capital Advisors
New York
$648K +$19.3K +63 +3%
CAM
1521
Cidel Asset Management
Ontario, Canada
$647K +$40.7K +133 +7%
OWA
1522
Outlook Wealth Advisors
Texas
$644K -$17.8K -58 -3%
SG
1523
StoneX Group
New York
$644K +$49.6K +162 +8%
AIP
1524
Almanack Investment Partners
Pennsylvania
$643K +$9.8K +32 +2%
PCP
1525
Proficio Capital Partners
Massachusetts
$641K -$93.1K -304 -13%