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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
1626
Foundations Investment Advisors
Arizona
$268K +$6.51K +20 +2%
PP
1627
Patron Partners
Texas
$266K -$10.7K -33 -4%
FBT
1628
First Bank & Trust
South Dakota
$266K +$6.51K +20 +2%
SWM
1629
Salvus Wealth Management
New Jersey
$266K +$15.9K +49 +6%
STA
1630
Summit Trail Advisors
New York
$266K +$271K +833 New
CWM
1631
Connecticut Wealth Management
Connecticut
$265K +$14K +43 +5%
JFA
1632
Johanson Financial Advisors
California
$263K +$10.4K +32 +4%
WMA
1633
Wealth Management Associates
New Jersey
$262K
TNB
1634
Thomasville National Bank
Georgia
$260K -$8.13K -25 -3%
LWM
1635
Lyell Wealth Management
California
$260K -$2.93K -9 -1%
GSWM
1636
Golden State Wealth Management
California
$259K +$15.3K +47 +6%
SLWA
1637
San Luis Wealth Advisors
California
$258K +$262K +805 New
SPC
1638
Stewart & Patten Company
California
$256K
HWM
1639
Hohimer Wealth Management
Washington
$254K -$11.7K -36 -4%
MHIC
1640
Marble Harbor Investment Counsel
Massachusetts
$254K
AIA
1641
Arbor Investment Advisors
North Carolina
$252K
MBTD
1642
Mechanics Bank - Trust Department
California
$251K -$28K -86 -10%
BCA
1643
Bay Colony Advisors
Massachusetts
$251K +$1.95K +6 +0.8%
BO
1644
BRR OpCo
Ohio
$250K
PNAA
1645
Pictet North America Advisors
Switzerland
$250K
LSPW
1646
Lake Street Private Wealth
Illinois
$250K +$32.5K +100 +15%
CSPIA
1647
Cary Street Partners Investment Advisory
Virginia
$249K +$8.46K +26 +3%
ACM
1648
Alamar Capital Management
California
$249K +$253K +777 New
LS
1649
Leelyn Smith
Illinois
$248K -$1.63K -5 -0.6%
PIA
1650
Perennial Investment Advisors
California
$248K +$651 +2 +0.3%