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Accenture

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1876
Rockwood Wealth Management
Pennsylvania
$216K +$190K +522 New
FM
1877
Family Management
New York
$216K -$41.5K -114 -18%
CT
1878
Columbia Trust
Oregon
$216K – – –
KBFS
1879
Kohmann Bosshard Financial Services
Ohio
$216K +$190K +521 New
MFG
1880
Magnus Financial Group
New York
$216K +$190K +521 New
JIP
1881
Jaffetilchin Investment Partners
Florida
$216K +$190K +522 New
CSWM
1882
Cassady Schiller Wealth Management
Ohio
$215K +$189K +519 New
CBT
1883
Central Bank & Trust
Kentucky
$213K – – –
CAM
1884
Cozad Asset Management
Illinois
$211K +$186K +509 New
NC
1885
NinePointTwo Capital
California
$210K +$185K +507 New
HIP
1886
HUB Investment Partners
Texas
$209K +$183K +503 New
CAM
1887
Cubic Asset Management
Massachusetts
$209K +$184K +505 New
JFGLC
1888
Johnson Financial Group LLC (Colorado)
Colorado
$208K +$183K +501 New
Tudor Investment Corp
1889
Tudor Investment Corp
Connecticut
$208K +$183K +501 New
FCM
1890
Firestone Capital Management
Florida
$207K – – –
FNWM
1891
Financial Network Wealth Management
Utah
$207K +$182K +500 New
MCM
1892
Mill Capital Management
North Carolina
$207K +$182K +500 New
MMPW
1893
Mitchell McLeod Pugh & Williams
Alabama
$207K +$182K +500 New
SCM
1894
SOL Capital Management
Maryland
$207K +$182K +500 New
WSC
1895
Wellington Shields & Co
New York
$207K +$182K +500 New
EDRIA
1896
Edmonds Duncan Registered Investment Advisors
Kansas
$205K +$217K +596 New
FCM
1897
Fourpath Capital Management
Oklahoma
$204K +$180K +493 New
CBFP
1898
Cedar Brook Financial Partners
Ohio
$203K +$178K +489 New
W
1899
Wealthquest
Ohio
$203K +$179K +490 New
Capstone Investment Advisors
1900
Capstone Investment Advisors
New York
$202K -$1.89M -5,188 -91%