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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
WWC
1601
Waypoint Wealth Counsel
Georgia
$307K -$32.4K -139 -8%
KWM
1602
Keebeck Wealth Management
Illinois
$307K +$170K +730 +89%
WCM
1603
Weik Capital Management
Pennsylvania
$307K – – –
MAM
1604
Marotta Asset Management
Virginia
$306K – – –
NRC
1605
New Republic Capital
North Carolina
$306K -$443K -1,902 -55%
NME
1606
Notis-McConarty Edward
$306K – – –
SL
1607
Sentinus LLC
Illinois
$305K -$149K -641 -29%
CC
1608
Courier Capital
New York
$305K -$62.9K -270 -15%
PAS
1609
PKS Advisory Services
New York
$305K +$6.52K +28 +2%
PWMG
1610
Prestige Wealth Management Group
New Jersey
$303K +$8.85K +38 +3%
GRR
1611
Golden Reserve Retirement
Ohio
$300K +$353K +1,515 New
ECM
1612
Elgethun Capital Management
South Dakota
$300K – – –
OAG
1613
Oakmont Advisory Group
New Mexico
$300K +$63.6K +273 +22%
TC
1614
TFR Capital
Texas
$300K -$88.8K -381 -20%
ACM
1615
AUA Capital Management
Pennsylvania
$297K – – –
Bellevue Group
1616
Bellevue Group
Switzerland
$297K – – –
HCA
1617
Hyperion Capital Advisors
New York
$297K – – –
PPWM
1618
PFG Private Wealth Management
Florida
$297K – – –
GG
1619
Gleason Group
Kentucky
$297K +$2.56K +11 +0.7%
RWB
1620
RMR Wealth Builders
New Jersey
$294K -$77.4K -332 -18%
SMC
1621
Smith, Moore & Co
Missouri
$294K +$345K +1,480 New
FMP
1622
Financial Management Professionals
Texas
$293K +$324K +1,389 +1,526%
MAM
1623
Mystic Asset Management
Rhode Island
$291K – – –
PWP
1624
Principle Wealth Partners
Connecticut
$290K -$43.1K -185 -11%
BBNB
1625
Baker Boyer National Bank
Washington
$290K – – –