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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
TBC
1801
Ted Buchan & Co
California
$253K – – –
TCB
1802
Texas Capital Bancshares
Texas
$253K -$3.2K -11 -1%
MAA
1803
Matrix Asset Advisors
New York
$251K -$12.8K -44 -5%
ATIA
1804
American Trust Investment Advisors
New Hampshire
$251K – – –
V
1805
ViaWealth
Kansas
$251K +$237K +815 New
DA
1806
DSC Advisors
Illinois
$251K +$236K +813 New
WA
1807
Wealthstream Advisors
New York
$251K +$236K +812 New
CCA
1808
Cora Capital Advisors
New Jersey
$251K – – –
SPP
1809
Single Point Partners
Massachusetts
$250K +$235K +809 New
IFG
1810
Independent Financial Group
California
$250K +$4.36K +15 +2%
CAM
1811
Claret Asset Management
Quebec, Canada
$249K +$235K +808 New
CIAS
1812
CFS Investment Advisory Services
New Jersey
$248K -$4.07K -14 -2%
SOW
1813
State of Wyoming
Wyoming
$248K -$108K -372 -32%
TWM
1814
Thrive Wealth Management
Pennsylvania
$248K -$14.5K -50 -6%
1WM
1815
1900 Wealth Management
Texas
$247K +$872 +3 +0.4%
UCB
1816
United Community Bank
South Carolina
$247K -$17.4K -60 -7%
RA
1817
Rational Advisors
New York
$247K +$232K +800 New
NG
1818
Northstar Group
New York
$247K – – –
TNB
1819
Thomasville National Bank
Georgia
$246K – – –
CWP
1820
CFM Wealth Partners
Texas
$246K +$6.1K +21 +3%
SC
1821
Searle & Co
Connecticut
$245K – – –
LL
1822
LPWM LLC
Minnesota
$245K – – –
BCM
1823
BlueCrest Capital Management
Jersey
$243K +$229K +789 New
RFA
1824
Resurgent Financial Advisors
Georgia
$243K +$7.55K +26 +3%
WHCI
1825
W.H. Cornerstone Investments
Massachusetts
$242K +$3.2K +11 +1%