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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
1501
Martel Wealth Advisors
Washington
$493K – – –
AI
1502
AdvisorShares Investments
Maryland
$493K +$522K +2,000 New
LFA
1503
Legacy Financial Advisors
Kentucky
$484K -$423K -1,622 -45%
CPA
1504
Capital Performance Advisors
California
$483K +$326K +1,249 +176%
JTWM
1505
Jackson Thornton Wealth Management
Alabama
$483K +$498K +1,909 New
NCM
1506
NCM Capital Management
New Jersey
$483K -$782 -3 -0.2%
RFG
1507
Range Financial Group
Oregon
$482K +$35.7K +137 +8%
CG
1508
Clifford Group
Massachusetts
$482K +$58.9K +226 +13%
Klingman & Associates
1509
Klingman & Associates
New York
$482K -$144K -552 -22%
PP
1510
Patron Partners
Texas
$482K -$26.3K -101 -5%
CGL
1511
Clarius Group LLC
Washington
$480K -$692K -2,652 -58%
BA
1512
Bridgewater Advisors
New York
$480K -$112K -431 -18%
CFG
1513
Cooper Financial Group
California
$479K +$202K +776 +66%
HWM
1514
Heirloom Wealth Management
Colorado
$479K +$261 +1 +0.1%
Cannell & Spears
1515
Cannell & Spears
New York
$478K -$274K -1,050 -35%
AC
1516
Avestar Capital
New York
$477K -$500K -1,916 -50%
WSWA
1517
Warren Street Wealth Advisors
California
$475K -$71.7K -275 -12%
AIP
1518
Almanack Investment Partners
Pennsylvania
$474K -$33.4K -128 -6%
PCM
1519
Polymer Capital Management
New York
$474K +$257K +987 +106%
BAM
1520
Berkshire Asset Management
Pennsylvania
$473K -$206K -790 -29%
MCI
1521
MRP Capital Investments
Georgia
$473K – – –
VFG
1522
Victory Financial Group
Texas
$472K -$94.1K -361 -16%
APW
1523
Austin Private Wealth
Texas
$471K +$2.35K +9 +0.5%
CFMC
1524
Curbstone Financial Management Corp
New Hampshire
$471K +$23.5K +90 +5%
WTB
1525
Washington Trust Bank
Washington
$470K -$39.6K -152 -7%