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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
1751
Western Wealth Management
Colorado
$520K +$72K +200 +16%
EFG
1752
Ethos Financial Group
Pennsylvania
$520K +$18K +50 +4%
WA
1753
Wambolt & Associates
Colorado
$518K -$63K -175 -11%
OL
1754
Optas LLC
Texas
$518K +$38.5K +107 +8%
BMO
1755
Beck Mack & Oliver
New York
$516K +$14.4K +40 +3%
AC
1756
ASB Consultores
Florida
$516K +$208K +577 +65%
BBNB
1757
Baker Boyer National Bank
Washington
$514K -$18K -50 -3%
C
1758
Certuity
Florida
$514K +$129K +357 +32%
BFG
1759
Birch Financial Group
New Hampshire
$512K +$523K +1,454 New
RWI
1760
Red Wave Investments
Pennsylvania
$511K +$2.16K +6 +0.4%
PTC
1761
Philadelphia Trust Company
Pennsylvania
$510K -$75.2K -209 -13%
MBTD
1762
Mechanics Bank - Trust Department
California
$509K +$278K +772 +114%
TCM
1763
Tanaka Capital Management
New York
$507K -$6.48K -18 -1%
IA
1764
Insight Advisors
Pennsylvania
$506K +$8.28K +23 +2%
CWM
1765
Centric Wealth Management
Illinois
$506K – – –
SFG
1766
SNS Financial Group
Minnesota
$505K -$34.2K -95 -6%
MWA
1767
MFA Wealth Advisors
Pennsylvania
$505K +$382K +1,062 +285%
SWM
1768
Salvus Wealth Management
New Jersey
$504K +$11.9K +33 +2%
IAIM
1769
International Assets Investment Management
Florida
$504K +$360 +1 +0.1%
WC
1770
Wynn Capital
Georgia
$503K +$5.76K +16 +1%
HC
1771
Hamilton Capital
Ohio
$503K – – –
EGWAG
1772
Elwood & Goetz Wealth Advisory Group
Georgia
$502K -$15.8K -44 -3%
RYIA
1773
Roehl & Yi Investment Advisors
Oregon
$501K +$512K +1,423 New
FFC
1774
First Financial Corp
Indiana
$498K – – –
PG
1775
Proffitt & Goodson
Tennessee
$496K +$12.6K +35 +3%