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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
KFA
1626
Kelleher Financial Advisors
New York
$233K
WW
1627
Westshore Wealth
California
$232K
CWM
1628
Connecticut Wealth Management
Connecticut
$231K -$173K -604 -44%
TIM
1629
Tortoise Investment Management
New York
$231K -$5.73K -20 -2%
LS
1630
Leelyn Smith
Illinois
$230K -$45.5K -159 -17%
GAB
1631
German American Bancorp
Indiana
$230K -$13.5K -47 -6%
BO
1632
BRR OpCo
Ohio
$230K -$8.02K -28 -3%
PNAA
1633
Pictet North America Advisors
Switzerland
$230K
BCA
1634
Bay Colony Advisors
Massachusetts
$230K +$223K +779 New
PIA
1635
Perennial Investment Advisors
California
$229K -$8.59K -30 -4%
CWM
1636
CCG Wealth Management
California
$228K -$14.3K -50 -6%
LWP
1637
Laurel Wealth Planning
Minnesota
$226K
GSWM
1638
Golden State Wealth Management
California
$225K -$27.2K -95 -11%
LA
1639
LVW Advisors
New York
$222K -$27.2K -95 -11%
HCM
1640
Howland Capital Management
Massachusetts
$222K
CSPIA
1641
Cary Street Partners Investment Advisory
Virginia
$222K +$10K +35 +5%
GHAM
1642
Gilman Hill Asset Management
Connecticut
$221K
FC
1643
Fulcrum Capital
Washington
$220K -$10K -35 -4%
CC
1644
Courier Capital
New York
$220K
PCA
1645
Peddock Capital Advisors
Massachusetts
$220K +$198K +692 New
FHC
1646
First Heartland Consultants
Missouri
$220K +$213K +745 New
ACI
1647
Alpha Cubed Investments
California
$218K
VWM
1648
Vigilare Wealth Management
Arizona
$218K
FM
1649
Family Management
New York
$218K +$2.29K +8 +1%
OBWP
1650
O'Brien Wealth Partners
Massachusetts
$218K +$200K +698 New