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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
1701
Ethos Financial Group
Pennsylvania
$254K -$37K -159 -11%
GC
1702
Gilbert & Cook
Iowa
$254K +$5.36K +23 +2%
AIA
1703
Armor Investment Advisors
North Carolina
$253K -$22.1K -95 -7%
MWA
1704
Meridian Wealth Advisors
Texas
$253K -$17K -73 -5%
CAM
1705
Claret Asset Management
Quebec, Canada
$253K +$31.5K +135 +12%
BMO
1706
Beck Mack & Oliver
New York
$252K -$41K -176 -12%
SFG
1707
Synergy Financial Group
California
$251K -$2.56K -11 -0.9%
RCWM
1708
Royal Capital Wealth Management
Indiana
$251K
HC
1709
Hamilton Capital
Ohio
$251K -$46.4K -199 -14%
RCM
1710
Requisite Capital Management
Texas
$250K
DWS
1711
Discipline Wealth Solutions
South Carolina
$250K +$18.9K +81 +7%
GWM
1712
GoalFusion Wealth Management
Texas
$250K
SL
1713
SWMG LLC
Texas
$250K -$30.5K -131 -9%
William Blair Investment Management
1714
William Blair Investment Management
Illinois
$250K -$6.99K -30 -2%
FFC
1715
First Financial Corp
Indiana
$250K
HI
1716
Harbour Investments
Wisconsin
$250K -$49.6K -213 -14%
SSWG
1717
Seven Springs Wealth Group
Tennessee
$249K -$242K -1,038 -45%
TP
1718
TritonPoint Partners
Maryland
$248K +$107K +459 +58%
BAWM
1719
Bennett Associates Wealth Management
Pennsylvania
$247K +$12.1K +52 +4%
SCM
1720
Stonebridge Capital Management
California
$247K +$291K +1,248 New
AL
1721
Aspiriant LLC
California
$247K +$28K +120 +11%
DWP
1722
Destiny Wealth Partners
Florida
$247K +$80.2K +344 +38%
RWM
1723
Revisor Wealth Management
Ohio
$247K +$290K +1,246 New
3IP
1724
3Chopt Investment Partners
Virginia
$247K -$23.3K -100 -7%
OFA
1725
Orographic Financial Advisors
Colorado
$246K +$290K +1,245 New