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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
OFG
1526
Oxford Financial Group
Indiana
$510K +$54.3K +149 +14%
CRCM
1527
Corbett Road Capital Management
Virginia
$507K +$14.2K +39 +3%
WC
1528
Westhampton Capital
North Carolina
$506K
CWA
1529
Clarus Wealth Advisors
Arizona
$502K -$91.1K -250 -16%
IA
1530
Insight Advisors
Pennsylvania
$501K
WCP
1531
Wick Capital Partners
Pennsylvania
$500K +$440K +1,206 New
PWA
1532
Providence Wealth Advisors
Illinois
$498K
DBT
1533
Dubuque Bank & Trust
Iowa
$497K -$430K -1,180 -50%
DA
1534
DCM Advisors
New York
$497K
MM
1535
MQS Management
New York
$497K +$437K +1,200 New
WCWM
1536
Willow Creek Wealth Management
California
$495K
GSWM
1537
Golden State Wealth Management
California
$495K +$140K +384 +47%
PFSC
1538
Peoples Financial Services Corp
Pennsylvania
$493K
SPI
1539
Santori & Peters Inc
Pennsylvania
$487K
PL
1540
Pluribus Labs
California
$487K +$428K +1,175 New
AIM
1541
Axiom Investment Management
New York
$485K -$3.65K -10 -0.8%
CWP
1542
Curated Wealth Partners
California
$485K +$1.09K +3 +0.3%
OPA
1543
Old Port Advisors
Maine
$484K -$19.3K -53 -4%
FOA
1544
Five Oceans Advisors
California
$483K +$36.4K +100 +9%
EF
1545
Empirical Finance
Pennsylvania
$483K +$425K +1,165 New
TIM
1546
Tevis Investment Management
Texas
$479K +$417K +1,144 New
SIM
1547
SSI Investment Management
California
$478K
EWM
1548
Elite Wealth Management
Washington
$477K -$6.56K -18 -2%
DCM
1549
Driehaus Capital Management
Illinois
$474K +$417K +1,144 New
CHP
1550
Cable Hill Partners
Oregon
$473K +$33.5K +92 +9%