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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1651
StrategIQ Financial Group
Indiana
$243K +$273K +943 New
9WM
1652
9258 Wealth Management
Ohio
$242K -$14.7K -51 -5%
BEAM
1653
Baker Ellis Asset Management
Washington
$242K – – –
PMG
1654
Private Management Group
California
$242K – – –
RBC
1655
Roble Belko & Company
Pennsylvania
$241K -$22.5K -78 -8%
BFG
1656
Berger Financial Group
Minnesota
$241K -$3.76K -13 -1%
TFA
1657
Transamerica Financial Advisors
Florida
$241K +$6.94K +24 +3%
YIA
1658
YHB Investment Advisors
Connecticut
$239K – – –
CM
1659
Capula Management
Cayman Islands
$239K +$269K +930 New
OIA
1660
Optimum Investment Advisors
Illinois
$238K – – –
SIAP
1661
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$238K – – –
SAM
1662
Synergy Asset Management
Washington
$238K – – –
CFA
1663
Cahill Financial Advisors
Minnesota
$238K +$6.65K +23 +3%
KA
1664
Klingman & Associates
New York
$237K -$20.8K -72 -7%
Jones Financial Companies
1665
Jones Financial Companies
Missouri
$237K -$10.1K -35 -4%
AFG
1666
Allegheny Financial Group
Pennsylvania
$237K – – –
EGA
1667
E&G Advisors
Texas
$236K – – –
EWM
1668
EPG Wealth Management
Georgia
$236K +$19.9K +69 +8%
CC
1669
Callan Capital
California
$236K +$265K +916 New
CCM
1670
Colorado Capital Management
Colorado
$234K – – –
TCM
1671
Triumph Capital Management
Colorado
$233K -$374K -1,293 -59%
IP
1672
Ignite Planners
California
$233K -$73.4K -254 -22%
GHAM
1673
Gilman Hill Asset Management
Connecticut
$233K -$54K -187 -17%
MTWM
1674
Masso Torrence Wealth Management
New Jersey
$233K +$262K +907 New
MCM
1675
Monument Capital Management
Virginia
$232K -$116K -401 -31%