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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1626
Arete Wealth Advisors
Illinois
$662K +$47.2K +131 +7%
AFWM
1627
AMJ Financial Wealth Management
Virginia
$662K -$53.6K -149 -7%
SAA
1628
Southeast Asset Advisors
Georgia
$662K +$77.4K +215 +13%
WAG
1629
Winthrop Advisory Group
Massachusetts
$657K -$3.6K -10 -0.5%
CFMC
1630
Curbstone Financial Management Corp
New Hampshire
$657K – – –
FFA
1631
Florida Financial Advisors
Florida
$657K +$280K +777 +71%
Modern Wealth Management
1632
Modern Wealth Management
Kansas
$657K +$156K +433 +30%
KIM
1633
Kane Investment Management
California
$656K +$672K +1,866 New
BTWM
1634
Baker Tilly Wealth Management
Wisconsin
$655K -$78.1K -217 -10%
PGIM Custom Harvest
1635
PGIM Custom Harvest
New Jersey
$652K +$50.8K +141 +8%
Kingswood Wealth Advisors
1636
Kingswood Wealth Advisors
California
$650K -$992K -2,755 -60%
SAM
1637
Strive Asset Management
Ohio
$647K +$662K +1,838 New
SIC
1638
Sigma Investment Counselors
Michigan
$646K -$6.12K -17 -0.9%
APA
1639
Astoria Portfolio Advisors
New York
$646K +$5.04K +14 +0.8%
MIM
1640
Miller Investment Management
Pennsylvania
$645K – – –
AWM
1641
Accurate Wealth Management
Florida
$643K +$44.6K +124 +7%
KCM
1642
KRS Capital Management
Michigan
$643K -$10.8K -30 -2%
WBC
1643
Westpac Banking Corp
Australia
$643K +$49K +136 +8%
RL
1644
Retireful LLC
Michigan
$641K +$656K +1,823 New
DFCM
1645
Dark Forest Capital Management
Puerto Rico
$640K -$29.2K -81 -4%
BOC
1646
Barbara Oil Co
Illinois
$633K – – –
BMM
1647
Buffington Mohr McNeal
Idaho
$633K +$18K +50 +3%
BB
1648
Bell Bank
North Dakota
$633K -$3.6K -10 -0.6%
AF
1649
Advisornet Financial
Minnesota
$633K -$111K -307 -15%
CCIA
1650
Campbell & Co Investment Adviser
Maryland
$631K +$646K +1,795 New