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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
SRM
1601
Shelter Rock Management
New York
$457K +$433K +1,703 New
LI
1602
LMCG Investments
Massachusetts
$456K
TWM
1603
Topsail Wealth Management
North Carolina
$455K +$28.5K +112 +7%
WWC
1604
Waypoint Wealth Counsel
Georgia
$453K +$429K +1,689 New
AP
1605
Anchyra Partners
Georgia
$453K +$429K +1,689 New
BFM
1606
Boothbay Fund Management
New York
$453K +$151K +593 +54%
AFWM
1607
AMJ Financial Wealth Management
Virginia
$451K -$20.6K -81 -5%
Bank of Nova Scotia
1608
Bank of Nova Scotia
Ontario, Canada
$449K +$166K +655 +65%
SAA
1609
Southeast Asset Advisors
Georgia
$449K +$21.3K +84 +5%
A
1610
Argentarii
Ohio
$449K +$143K +561 +50%
HA
1611
Herold Advisors
New York
$445K -$16.5K -65 -4%
KWA
1612
Kingswood Wealth Advisors
California
$444K +$42.2K +166 +11%
NRI
1613
NFP Retirement Inc
California
$444K -$27.7K -109 -6%
WSWA
1614
Warren Street Wealth Advisors
California
$443K -$69.9K -275 -14%
PWP
1615
Principle Wealth Partners
Connecticut
$443K -$23.9K -94 -5%
VP
1616
Verum Partners
North Carolina
$442K -$21.8K -86 -5%
CPW
1617
Cove Private Wealth
New York
$442K
PCTC
1618
Perkins Coie Trust Company
Washington
$442K -$443K -1,743 -51%
TPA
1619
Trivium Point Advisory
Connecticut
$441K +$76K +299 +22%
ML
1620
McAdam LLC
Pennsylvania
$440K +$88.2K +347 +27%
SI
1621
Seeds Investor
New York
$440K +$121K +476 +41%
PP
1622
Patron Partners
Texas
$435K -$84.1K -331 -17%
MC
1623
Middleton & Co
Massachusetts
$433K
AFP
1624
Ausdal Financial Partners
Iowa
$432K -$3.05K -12 -0.7%
SIA
1625
Strategic Investment Advisors
Michigan
$431K -$143K -563 -26%