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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
PA
1551
Probity Advisors
Texas
$257K +$241K +932 New
MW
1552
Marcum Wealth
Ohio
$256K +$20.9K +81 +10%
LFAS
1553
Level Four Advisory Services
Texas
$254K -$36.7K -142 -13%
KA
1554
KLCM Advisors
Wisconsin
$254K -$20.7K -80 -8%
MFG
1555
Menard Financial Group
Texas
$254K +$3.62K +14 +2%
EGA
1556
E&G Advisors
Texas
$253K – – –
Financial Engines Advisors
1557
Financial Engines Advisors
California
$252K -$62.3K -241 -21%
CCM
1558
Colorado Capital Management
Colorado
$252K – – –
SCM
1559
Southport Capital Management
Tennessee
$252K +$2.07K +8 +0.9%
WA
1560
Wealth Architects
California
$251K +$6.72K +26 +3%
NG
1561
Northstar Group
New York
$251K +$10.6K +41 +5%
LC
1562
Lindbrook Capital
California
$251K +$52.2K +202 +29%
NAMM
1563
NorthStar Asset Management (Massachusetts)
Massachusetts
$250K +$234K +905 New
SPC
1564
Stewart & Patten Company
California
$249K – – –
SEEDPG
1565
S.E.E.D. Planning Group
New York
$249K +$22.7K +88 +11%
HWM
1566
Hohimer Wealth Management
Washington
$248K -$86.1K -333 -27%
OCM
1567
One Capital Management
California
$248K -$3.36K -13 -1%
HKAM
1568
Horizon Kinetics Asset Management
New York
$247K – – –
LOAME
1569
Lombard Odier Asset Management (Europe)
United Kingdom
$247K +$231K +895 New
SFG
1570
Summit Financial Group
West Virginia
$245K -$5.17K -20 -2%
9WM
1571
9258 Wealth Management
Ohio
$244K -$30.2K -117 -12%
CFA
1572
Cahill Financial Advisors
Minnesota
$244K -$4.39K -17 -2%
MBTD
1573
Mechanics Bank - Trust Department
California
$244K – – –
CWA
1574
Canvas Wealth Advisors
Kansas
$243K +$218K +845 New
ECM
1575
Elgethun Capital Management
South Dakota
$242K – – –