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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
PCMF
1801
Private Capital Management (Florida)
Florida
$343K – – –
HP
1802
Hyperion Partners
Pennsylvania
$343K +$1.84K +6 +0.5%
HS
1803
Horan Securities
United States
$341K +$306 +1 +0.1%
RW
1804
REDW Wealth
New Mexico
$341K +$30.6K +100 +10%
HFM
1805
Hartford Funds Management
Pennsylvania
$341K -$33.7K -110 -9%
AEPWM
1806
Atlantic Edge Private Wealth Management
Florida
$341K +$6.13K +20 +2%
C
1807
Covestor
United Kingdom
$339K +$41.4K +135 +14%
QPWM
1808
Quadrant Private Wealth Management
Pennsylvania
$339K +$20.8K +68 +6%
FWM
1809
FFT Wealth Management
Pennsylvania
$337K -$217K -708 -39%
SWP
1810
Semus Wealth Partners
Florida
$337K -$61.9K -202 -15%
CAL
1811
Capital Advisors Ltd
Ohio
$337K +$23.9K +78 +8%
ABC
1812
Associated Banc-Corp
Wisconsin
$336K +$19.9K +65 +6%
FMTC
1813
Farmers & Merchants Trust Company
California
$335K -$1.23M -4,003 -78%
BSB
1814
Bangor Savings Bank
Maine
$334K +$5.51K +18 +2%
PWA
1815
Provenance Wealth Advisors
Florida
$334K -$276K -900 -45%
AFT
1816
Alpha Family Trust
California
$334K – – –
V
1817
ViaWealth
Kansas
$330K +$57.6K +188 +21%
PAG
1818
Paladin Advisory Group
Iowa
$330K – – –
KFP
1819
Keystone Financial Planning
Ohio
$329K – – –
PWW
1820
Pettyjohn Wood & White
Virginia
$329K -$2.14K -7 -0.6%
RMAM
1821
Raab & Moskowitz Asset Management
New Jersey
$327K +$1.23K +4 +0.4%
TAM
1822
Titleist Asset Management
Texas
$327K +$104K +338 +46%
AWM
1823
Aviso Wealth Management
Washington
$327K +$3.68K +12 +1%
EBA
1824
Eagle Bay Advisors
New York
$326K -$919 -3 -0.3%
MWM
1825
Modern Wealth Management
Kansas
$325K -$32.8K -107 -9%